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Help with Date Range on a formula

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    Help with Date Range on a formula

    Hi everyone,

    I am a little out of my depth on this one so would really appreciate some help with the attached basic CRM sheet.

    At the moment we are keeping a running total of leads / conversion rates etc which you should see at the bottom of the grid.

    What I would like to add it the same next to this but for the previous 7 days, a summary u think would be :

    Quote Past 7 Days ( CountA in column J only if in 7 day range )
    Conversions Past 7 Days ( countif " converted "in column m only in past 7 days range )

    I would be able to figure the rest I hope

    Sorry if this is obvious but its a little beyond me atm and really appreciate some support
    Attached Files Attached Files

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Help with Date Range on a formula

    Hi,

    The first thing you should do is make sure all the dates in column J are proper date numbers. At the moment some are text. e.g.J84, J64, J63
    You can test whether a cell is a number by using =ISNUMBER(J84).
    This is important since unless Excel is working with date numbers any analysis like the count of records in the last x days won't be accurate.
    The easiest way to convert them is to put a zero in a blank cell somewhere, Copy it, select J5:J83 and use the Paste Special Add functionality.

    That will convert text dates to numbers and you can then reformat all the numbers so that they present as dates.

    With your data there are no records within 7 days of today, but as an example let's assume you want the count of records within the last 14 days.
    In say C89 enter the value 14. Then in C91 enter
    Formula: copy to clipboard
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    which will give you the number of quotes = 24.


    In C92 enter
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    which will result in 8 conversions in the last 14 days.

    Use similar pairs of criteria inother COUNTIFS

    See attached.
    Attached Files Attached Files
    Richard Buttrey

    RIP - d. 06/10/2022

    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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