jqadri

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Joined
Jul 14, 2017
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7
So, the goal is to find 3 criteria within column D, if column P ( month ) matchs another column on a different tab, count the number on column J


The old formula that was used is, "=IFERROR(IF(OR($C5923="Renewal",$C5923="Client Implementation"),0,J5923),"-")" since our CRM has been updated, this doesnt work anymore..

I feel like I'm thinking too much into it and there is a simplier way to solve this..

Any suggestions?

Thank you inadvance!
 

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That formula doesn't reference column P ...
 
Upvote 0
That formula doesn't reference column P ...


Correct, that was an old formula that was used before our CRM has been updated. Sorry, I wasn't as clear! This is a frame of reference of what was used previously. However, due to the changes, I think it's alot more complicated now.

3 criteria needs to be found in column D, and as long as column P matches another tabs column, we can count column "J".
 
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I'm pretty hard pressed to guess what you're trying to do from the information you're providing. How about an example?
 
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I'm pretty hard pressed to guess what you're trying to do from the information you're providing. How about an example?

2 tables represent different tabs (the "current month in reference) would be used as a reference cell within another tab for current month in question.. I hope this helps!

CaseSubtype# of plansmonth builtcurrent month in reference(on diff. tab)
client -JIT3May 2018May 2018
client - Child10May 2018May 2018

<tbody>
</tbody>

Number of Plans for Month
Team A13

<tbody>
</tbody>
 
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