=SUM(IF(Referrals!$D$4:$D$10002='Referrals List'!$A5,
IF(TEXT(Referrals!$J$4:$J$10002,"yyyymm")=TEXT($B$ 2,"yyyymm"),1,0)))

(still an array formula)


Or a non-array entered formula:
=SUMPRODUCT(--(Referrals!$D$4:$D$10002='Referrals List'!$A5),
--(TEXT(Referrals!$J$4:$J$10002,"yyyymm")=TEXT($B$2, "yyyymm")))

Adjust the ranges to match--but you can't use whole columns (except in xl2007+).

=sumproduct() likes to work with numbers. The -- stuff changes trues and falses
to 1's and 0's.

Bob Phillips explains =sumproduct() in much more detail he
http://www.xldynamic.com/source/xld.SUMPRODUCT.html

And J.E. McGimpsey has some notes at:
http://mcgimpsey.com/excel/formulae/doubleneg.html

Saylindara wrote:

I've got the following formula to sum referrals received in a particular month.

Is it possible to make it specific to the year as well as the month?

=SUM(IF(Referrals!$D$4:$D$10002='Referrals
List'!$A5,IF(Referrals!$J$4:$J$10002=MONTH($B$2),1 ,0)))

--

Dave Peterson