Count occurences with a certain month (column A) and certain text criteria (eg column B)

Hi

I have a spreadsheet which I want to use for workload tracking and also summarising.

I am far from experienced in Excel and desperately need help so bear with me.

The tracking spreadsheet has a date we received an item in dd-m format. I then have another column for due date, date closed. There are then various columns that describe the item in different ways which I have formatted as lists using data validation (for example, 'DECLINED, APPROVED, WITHDRAWN is column H, 'MOVE HOUSE, GO TO HOSPITAL, SEPARATE' or some other descriptor is column I, etc.

On the summary sheet I want to count the occurences of the various descriptors by month.

EG, "How many items were closed in August"

My summary is set up like this
descriptor
descriptor
descriptor as rows

and then the columns "AUG" "SEP" "OCT" etc

I can use sumproduct to count the number received or closed in a certain month because that is one column (eg count number received in august, received is a column on the tracker so I used sumproduct)

I want the summary to count "RECEIVED in MONTH" AND certain descriptor and fill that in on each cell for each month
eg column B is August, B17 is 'declined in August'

On the tracking sheet declined is an outcome which is column I, and date received is column A.

So look to items on sheet 'Tracking' in column A that are 'august', and then look to column 'I' for declined and complete in cell B17 on sheet 'summary'. I have a whole heap of criteria to do this with.

I have tried sumproduct? But don't know how to get it to work with multiple criteria and text values. Thanks so much.! Please help!!!!

Thanks so much. Here is my attachment.

You can see the summary sheet and the fields I want to fill in by month, and what I have managed to do so far.

I need to hand this over soon and so any help would be greatly appreciated.

My organisation has a new system without proper reporting so we need to track it manually at the moment.

I thought I could use SUMPRODUCT with two different criteria but I don't know how.

By the way I am in Australia hence the dates being like that!

I will be so happy if anyone can help and try and return in kind when I have greater knowledge.

Hi, yes it was just an example. My request was not clear - I am also doing this sleep deprived having just come back from maternity leave with my baby!

There is a column with outcomes on the tracking sheet that has various outcomes, then other columns with various descriptors.

I will have a closer look at your response in half an hour or so when I have a bit more time.

Cheers

Thank you so much for your quick reply!

So, can you just explain how I build it to count another item? I can't see "change accommodation" in your formula so are you basically telling it to match the entry on the summary cell with the entry on the tracking sheet? I think that is what you were explaining. Brilliant!
I want to count ALL of those criteria, as you can see there are a lot. So, if I have an item from 1 August and the reason is not "change accommodation" but HEALTH, for example how would I do that. I think with one more I should be good to go. Thank you so much!

It would also be awesome if the monthly average days to complete (at end of month) would auto calculate but I don't know how to do that.That is not as important though, it can be a month-end task to record the current average.

Ok, it looks like I can just copy it across (?) . So wonderful! Thank you. So is it matching the description in the summary column with the text in the tracking field? Can you also build it into this file, it is the same format but I don't understand it well enough to replicate it. Or also explain the multiple operators in the sum product so I know for next time. Hopefully it will only take you a moment. The descriptors are the same, just the type of work is different. Thank you