Display value if criteria is met & specific period of time

**mmh.lps** · 02-17-2024, 12:12 PM

Hello!

I am struggling with something that will be easy to solve by most of you, the issue is the following:

I want to display total amount of values (in this example, customers (N5) if criteria (Tag) is met (column (O5)), and during a specific period of time (P5).

Let's say I want to get the total amount of customers with "Blue Tag" during January (1/1/24 - 31/1/24) including both days, which formula should be set on "C8"?

File attached.

Thanks,

**alansidman** · 02-17-2024, 12:25 PM

With Power Query, you can count the number of customers by tag and month/year.

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Excel 2016 (Windows) 64 bit

	E	F	G
6	Tag	Month:Year	Count
7	GREEN	February:2024	1
8	BLUE	January:2024	3
9	BLACK	January:2024	1
10	GREEN	December:2023	1
11	GREEN	October:2023	1
12	BLUE	December:2023	1

Sheet: Test

Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

- Follow this link to learn how to install Power Query in Excel 2010 / 2013.

- Follow this link for an introduction to Power Query functionality.

- Follow this link for a video which demonstrates how to use Power Query code provided.

**Eeza Goodun** · 02-17-2024, 07:15 PM

or without a PQ;

=COUNTIFS($O$6:$O$13,$C$6, $P$6:$P$13,">="&$C$4, $P$6:$P$13, "<" & EDATE($C$4,1))

**mmh.lps** · 02-18-2024, 05:43 AM

Thank you for your help, but I made a mistake when explained what I am actually trying to get.

I said total amount of customers (both of your suggestions work fine here) but what I really want is to display all these customer names starting on "C8".

Thanks,