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count number of records per month based on criteria

  1. #1
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    count number of records per month based on criteria

    Hi

    I want to count the number of times someone has called per month based on their ID number.
    On sheet 1 I have the data and on sheet 2 I have the summary report.

    Attached is sheet 1 with the dataset and sheet 2 with the summary report and then an example of the outcome that I want on sheet 2

    Sheet 1.png
    Sheet 2.png
    Sheet 2 - with data.png

    I have tried using a pivot table but it doesn't display as I want.
    The data sheet (Sheet 1) will be populated monthly and I can change the headings for the summary page for the months.

    Hopefully that makes sense.
    Thanks in advance.

  2. #2
    Forum Moderator Richard Buttrey's Avatar
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    Re: count number of records per month based on criteria

    I can see no reason why a Pivot Table can't produce the information you want.

    Please upload the workbook so that we can see your data in context and check.
    Richard Buttrey

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: count number of records per month based on criteria

    Hi Richard
    I think I have just uploaded the workbook. I'm hgaving issues with the paperclip attaching, so hopefully this has worked.
    Attached Files Attached Files

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    Re: count number of records per month based on criteria

    Hi nd2828,

    See if this example helps explain how a Pivot might do your problem. I've created some sample data.

    Pivot Example for nd2828.xlsx
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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    Forum Guru MarvinP's Avatar
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    Re: count number of records per month based on criteria

    OK -
    Now that you have an exact example here is my answer.

    Pivot Example Exact for nd2828.xlsx

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    Re: count number of records per month based on criteria

    Thanks Marvin,

    That would work thanks, but this would mean that the data for each type is not next to each other on the report. Is that possible?

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    Re: count number of records per month based on criteria

    Thanks for the newer version but I don't know if a pivot is the best option as it doesn't show the blank months

  8. #8
    Forum Moderator Richard Buttrey's Avatar
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    Re: count number of records per month based on criteria

    Does this variation help....

    I've added an extra colum to your data.
    Attached Files Attached Files

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