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Sum # of times a person does a task with a date filter (no pivot table)

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    Sum # of times a person does a task with a date filter (no pivot table)

    Hello, I'm having trouble finding the right formula to sum B4:B7, D4:D7, and F4:F7 on Sheet1 based on the date selected on Sheet2. In other words, a way to total the number of the different phases worked by each Team Member based on the date of Sheet2. Any help is greatly appreciated!
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    Re: Sum # of times a person does a task with a date filter (no pivot table)

    Using the word "Sum" is confusing. I think you mean "Count".

    This solution uses a Helper column on Sheet 2. (You can hide the Helper column). The column formula is:
    =SUBTOTAL(103,[@[Start Date]])

    NOTE: For these formulas to work, your Column Headers in Sheet1 must match the Phase Type on Sheet 2. In your file, none of them matched. I have changed them so they match.

    On Sheet1, in cell B4:
    =SUMIFS(Table1[Helper],Table1[Phase Type],B$3,Table1[Phase Owner],Sheet1!$A4)

    You can copy this formula down and copy it into columns D and F.
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    Re: Sum # of times a person does a task with a date filter (no pivot table)

    if this presentation works for you

    Excel 2016 (Windows) 64 bit
    J
    K
    L
    M
    N
    12
    Year Month Name Phase Owner
    Phase Type
    Count
    13
    2023
    March Chyanne
    Implementation
    1
    14
    2023
    May Chyanne
    Light Implementation
    1
    15
    2023
    May Laurel
    Implementation
    1
    16
    2023
    May Laurel
    Light Implementation
    1
    17
    2023
    June Chyanne
    Account Cleanup
    2
    18
    2023
    June Laurel
    Implementation
    1
    19
    2023
    June Zachary
    Implementation
    2
    20
    2023
    July Chyanne
    Light Implementation
    1
    21
    2023
    July Laurel
    Implementation
    1
    22
    2023
    July Zachary
    Implementation
    1
    23
    2023
    August Jonathan
    Light Implementation
    1
    24
    2023
    August Laurel
    Implementation
    1
    25
    2023
    August Zachary
    Implementation
    1
    Sheet: Sheet2

    then maybe this Power Query is ok with you also.

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    Re: Sum # of times a person does a task with a date filter (no pivot table)

    Good morning. I apologize, I thought I should reference SUM since I didn't think Count worked with filtered data. Your solution works just right. Thank you for your time!

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    Re: Sum # of times a person does a task with a date filter (no pivot table)

    Good morning. Thank you for your help with this. I need to stick with the original formatting as much as possible. I believe I have the solution now. Thank you again for your time!

  6. #6
    Forum Moderator AliGW's Avatar
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    Re: Sum # of times a person does a task with a date filter (no pivot table)

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, if you have not already done so, you may not be aware that you can thank anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of each of those who offered help.
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