Formula to get the number of times a company name appears in a month and year

MariahCab

New Member
Joined
Mar 27, 2024
Messages
10
Office Version
  1. 365
Platform
  1. Windows
In the Referrals & Admissions Analysis sheet I am needing to calculate how many times a Referral Source appears in the Referrals & Admissions sheet as well as how many of them were actually admitted to our services.

Prior to this I had just been tracking overall so I only needed the =COUNTIF(Referrals & Admissions!A:A, "Referral Source") formula but am unsure of how to get more specific than this.

thank you for any help!
 

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Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
Untested, but something like this:

Excel Formula:
=COUNTIFS(Referals & Admissions!A:A,"Referral Source",Referals & Admissions!B:B, ">=" & EOMONTH(B1,-1)+1, Referals & Admissions!B:B, "<=" & EOMONTH(B1,0))

Excel Formula:
=COUNTIFS(Referals & Admissions!A:A,"Referral Source",Referals & Admissions!B:B, ">=" & EOMONTH(B1,-1)+1, Referals & Admissions!B:B, "<=" & EOMONTH(B1,0),Referals & Admissions!G:G,"Yes")
 
Upvote 0
Untested, but something like this:

Excel Formula:
=COUNTIFS(Referals & Admissions!A:A,"Referral Source",Referals & Admissions!B:B, ">=" & EOMONTH(B1,-1)+1, Referals & Admissions!B:B, "<=" & EOMONTH(B1,0))

Excel Formula:
=COUNTIFS(Referals & Admissions!A:A,"Referral Source",Referals & Admissions!B:B, ">=" & EOMONTH(B1,-1)+1, Referals & Admissions!B:B, "<=" & EOMONTH(B1,0),Referals & Admissions!G:G,"Yes")
when i entered this it is opening my file explorer to upload something to it.
 
Upvote 0
Ooops. Referrals is spelled wrong. You can delete the referrals & admissions! and replace it with the actual reference.
 
Upvote 0
Column B & Dragged Down:
Excel Formula:
=COUNTIFS('Referrals $ Admissions'!$A:$A,$A3,'Referrals $ Admissions'!$B:$B, ">=" & EOMONTH(B$1,-1)+1,'Referrals $ Admissions'!$B:$B,"<="&EOMONTH(B$1,0))
Column C & Dragged Down:
Excel Formula:
=COUNTIFS('Referrals $ Admissions'!$A:$A,$A3,'Referrals $ Admissions'!$B:$B, ">=" & EOMONTH(B$1,-1)+1,'Referrals $ Admissions'!$B:$B,"<="&EOMONTH(B$1,0),'Referrals $ Admissions'!$G:$G,"YES")
Copy and paste those columns in F:G and so on
 
Upvote 1
Solution
you are my new
Column B & Dragged Down:
Excel Formula:
=COUNTIFS('Referrals $ Admissions'!$A:$A,$A3,'Referrals $ Admissions'!$B:$B, ">=" & EOMONTH(B$1,-1)+1,'Referrals $ Admissions'!$B:$B,"<="&EOMONTH(B$1,0))
Column C & Dragged Down:
Excel Formula:
=COUNTIFS('Referrals $ Admissions'!$A:$A,$A3,'Referrals $ Admissions'!$B:$B, ">=" & EOMONTH(B$1,-1)+1,'Referrals $ Admissions'!$B:$B,"<="&EOMONTH(B$1,0),'Referrals $ Admissions'!$G:$G,"YES")
Copy and paste those columns in F:G and so on
you are literally the best!! thank you!!
 
Upvote 0

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