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Counting filtered data and matching to specific monthly headers

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macrorookie Counting filtered data and... 04-02-2014, 06:22 PM
FDibbins Re: Counting filtered data... 04-02-2014, 06:36 PM
macrorookie Re: Counting filtered data... 04-02-2014, 07:59 PM
FDibbins Re: Counting filtered data... 04-02-2014, 09:44 PM
  1. #1
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    Counting filtered data and matching to specific monthly headers

    Good evening,

    Essentially I want to show how many loans funded in October 2013, from ABC Lending, and I want that result to show in cell K9 of the Sample Output sheet. However, since I'm dealing with filtered data, I cannot figure out the correct combination of formulas to make this happen (e.g., SUBTOTAL, VLOOKUP).

    Specifically, I'm stuck with the combination of a) counting the results that meet the monthly date criteria, combined with b) the filtered results. The single cell that I want to solve is K9, on the attached "Sample Output" sheet. Once I see how this cell works, I can figure out the rest (hopefully). This cell is looking for the number of loans that funded in October 2013, from ABC Lending.

    The filtered results are located on the "SCORE Data" sheet. The filter is already configured to only show results for ABC Lending, and the relevant column is labeled "Funded" (column "I"). Since the "Sample Output" sheet is looking for loans that funded in that month, and not a specific date, I created column "U" on the "SCORE Data" sheet, to convert specific day-dates to month-dates.

    Thank you very much, in advance, for any help!
    Attached Files Attached Files

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    Re: Counting filtered data and matching to specific monthly headers

    1st, change your dates to 1/1/13, 2/1/13 etc. If you enter the 1st 2, you can drag to get the rest.

    Then, for the count, use this, copied across...
    =COUNTIFS('SCORE Data'!$B:$B,$B$4,'SCORE Data'!$I:$I,">="&'Sample Output'!K$7,'SCORE Data'!$I:$I,"<"&EDATE('Sample Output'!K$7,1))

    And for the sum...
    =SUMIFS('SCORE Data'!$J:$J,'SCORE Data'!$B:$B,$B$4,'SCORE Data'!$I:$I,">="&'Sample Output'!K$7,'SCORE Data'!$I:$I,"<"&EDATE('Sample Output'!K$7,1))
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    Regards
    Ford

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    Re: Counting filtered data and matching to specific monthly headers

    FDibbins --
    Thank you very much for the help! Those two solutions worked perfectly. The help is much appreciated.

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    Re: Counting filtered data and matching to specific monthly headers

    happy to help and thanks for the feedback

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