Invoice Counts for a month for each customer

[Seafood Dutch]

I have a table that contains, customer name, customer number, invoice number (alpha and number combination), invoice date, invoice amount and product code for each product on an invoice (this makes there to be multiple rows for each invoice).

I want to create a dynamic report that shows the months across the top, the customers down the left side and then for each month, I want to show the count of each unique invoice.

This formula gives me the count for the month: =COUNTIFS(DA2023YTD[Sell-to Customer Name],$F9,DA2023YTD[Scheduled Shipment Date],">="&G$1,DA2023YTD[Scheduled Shipment Date],"<="&G$2), but since I have each product a part of this count, the result is incorrect.

Thanks for your help!!

 

[Fluff]

Hi & welcome to MrExcel.

Can you post some sample data.

MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in

Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.

 

[Seafood Dutch]

Hi & welcome to MrExcel.

Can you post some sample data.

MrExcel has a tool called “XL2BB” that lets you post samples of your data that will allow us to copy/paste it to our Excel spreadsheets, so we can work with the same copy of data that you are. Instructions on using this tool can be found here: XL2BB Add-in

Note that there is also a "Test Here” forum on this board. This is a place where you can test using this tool (or any other posting techniques that you want to test) before trying to use those tools in your actual posts.

Fluff,

Does this screen image help?

SeafoodDutch

 

[Fluff]

Not really, as I am not going to type all that out.

 

[Seafood Dutch]

Not really, as I am not going to type all that out.

Totally understandable.

I'm at work and my machine is locked down. When I get to my home laptop, I'll download the tool.

 

[Fluff]

Ok

 

[Seafood Dutch]

Sell-to Customer Name

Fluff,

I finally got the chance to download the software. Did I do this the correct way?

 

[Seafood Dutch]

There should be a table with 13 columns.

 

[Fluff]

You need to select the range not a single cell before using the add-in.

 

[Seafood Dutch]

I have done some searching and got a little further. This formula is counting all the Document No., not just the Document No. for the date range I have in the CountIfs.