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vLookup to Count Number of Completed Category Items for Report

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    vLookup to Count Number of Completed Category Items for Report

    Hi All,

    I'm sure there is just something I'm missing. I'm trying to put together a simple report to show me how many completed items (Item Status) a user (User ID) has within a specific category (Category). The report will show both the current month's data and the data for the past year.

    I've attached a sample workbook with 3 tabs... Report, Month, Year

    In the end, I'd want the report to look like this...

    Sample View.JPG


    I hope this makes sense...
    Thanks.
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    Re: vLookup to Count Number of Completed Category Items for Report

    In C2, for example, copied down
    =COUNTIFS('Data (Month)'!$E:$E,"Business",'Data (Month)'!$B:$B,B2,'Data (Month)'!$D:$D,"Completed")

    In D2
    =COUNTIFS('Data (Year)'!$E:$E, "Business",'Data (Year)'!$B:$B,B2,'Data (Year)'!$D:$D,"Completed")

    You might want to split the header into two cells (Month) or (Year) in one and the catagory in the other. That way you won't need to hardcode in "Business", you can just refer to C$1.
    Make sense?
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    Re: vLookup to Count Number of Completed Category Items for Report by Month

    That did the trick... Thank you...

    And then we realized we may need some additional data...
    So... What the boss now wants; is to also know, for each user (User ID) how many completed items (Item Status) did they have each month (Date). Basically, how many completes (total) for each user, each month.

    Any chance you can assist with this one as well?



    Oh, and I've attached an updated workbook
    Thanks!
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    Re: vLookup to Count Number of Completed Category Items for Report

    What's the difference between tabs Data (Month) and Data (Year)? In reality, there will be a different Data (Month) for each month and then Data Year will be all months of 2015 (for example)?
    Which brings me to the question, where do you want the completed items per month pulled from? Month? Year? or both?

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    Re: vLookup to Count Number of Completed Category Items for Report

    Thanks for getting back.

    The Data (Month) is just a subset of the Data (Year)... so, I would think the Data (Year) would be the source.

    Oh, and here's the formula I was trying for January... I think I'm close???
    =COUNTIFS('Data (Year)'!$E:$E, 'Data (Year)'!$B:$B,B2,'Data (Year)'!$D:$D,"Completed", 'Data (Year)'!$F;$F, ">="01/01/2015, 'Data (Year)'!$F:$F, "<"01/30/2015)




    Thanks
    Last edited by rstarr1; 06-29-2015 at 05:18 PM.

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    Re: vLookup to Count Number of Completed Category Items for Report

    Okay, first I modified the headers L1 to Q1 to be actual dates (i.e. 2/1/2015) but formatted as mmmm yyyy

    Then in L2 copied across and down
    =SUMPRODUCT(--('Data (Year)'!$B$2:$B$1000=$B2), --( 'Data (Year)'!$D$2:$D$1000="Completed"), --(MONTH( 'Data (Year)'!$F$2:$F$1000) =MONTH(L$1)))
    Note, I didn't include row 1 of Data Year as it would generate an error when using the MONTH function.
    Does that work for you? Questions?
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    Re: vLookup to Count Number of Completed Category Items for Report

    That did it!
    Thank you!

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