Let me try and show you how the spreadsheet is setup:

Source Data:

Col B ..... ..... Col G
Date ...... .... Reason
Date ...... .... Reason

Date : is formatted as dd/mm/yyyy and the user presses the keyboard shortcut
(CTRL+;) to add in the date.
Reason : is just various text reasons that are picked from a drop-down menu,
all i need to do is just add up if the date if within a specific month
regardless of what text is there as long as there is text.

Summary Data:

Col B ..... ..... ...... Col D
Name 1 .... .... ... .... Data
Name 2 .... .... ... .... Data
Name 3 .... .... ... .... Data

So it's the Col D data field where i am going to pulling the information to
from the source (seperate workbooks).

Hope this helps with my query!!!

thanks,