I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I visited this
month". What I want to do is have the date on the top of the page and then
make a formula that adds all the cells whose dates fall in the month on the
top of the second sheet?

I have been able to use today() to get the date on the top of the page, but
can't figure out how to then reference "last visit" to add up "how many
accounts I visited this month"

Can you help me please?

I assume the months will be in numbers, not text. So 1 = January, 2 =
February, etc.

Let's say C1 = 1, to indicate January. So what you could so is use:

=SUMIF(B:B, C1, D:D)

D:D contains the cells of what you want to sum.

Or if you just want a count, then you can just use COUNTIF.

Hope that helps.

"Mike Pearson" wrote:

I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I visited this
month". What I want to do is have the date on the top of the page and then
make a formula that adds all the cells whose dates fall in the month on the
top of the second sheet?

I have been able to use today() to get the date on the top of the page, but
can't figure out how to then reference "last visit" to add up "how many
accounts I visited this month"

Can you help me please?

I tried to use =countif((month(B1:B20),month(where the second page cell is))
but that didn't result in the right answer. What I need is for the formula
to review a whole column (I can't type each cell in because month to month I
add many new accounts) against today's month to show how many I have visited
this month?

"Harimau" wrote:

I assume the months will be in numbers, not text. So 1 = January, 2 =
February, etc.

Let's say C1 = 1, to indicate January. So what you could so is use:

=SUMIF(B:B, C1, D:D)

D:D contains the cells of what you want to sum.

Or if you just want a count, then you can just use COUNTIF.

Hope that helps.

"Mike Pearson" wrote:

I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I visited this
month". What I want to do is have the date on the top of the page and then
make a formula that adds all the cells whose dates fall in the month on the
top of the second sheet?

I have been able to use today() to get the date on the top of the page, but
can't figure out how to then reference "last visit" to add up "how many
accounts I visited this month"

Can you help me please?

Hi Mike

Try
=SUMPRODUCT(--(Month(Sheet1!$A$2:$A$100)=MONTH(A1)))
where A1 on Sheet 2 holds the date for the Month which data you wish to
capture.
--
Regards

Roger Govier


"Mike Pearson" <Mike wrote in message
...
I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has
dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I
visited this
month". What I want to do is have the date on the top of the page and
then
make a formula that adds all the cells whose dates fall in the month
on the
top of the second sheet?

I have been able to use today() to get the date on the top of the
page, but
can't figure out how to then reference "last visit" to add up "how
many
accounts I visited this month"

Can you help me please?

=SUMPRODUCT(--(MONTH(Sheet1!B2:B100)=MONTH(A1)))


"Mike Pearson" wrote:

I tried to use =countif((month(B1:B20),month(where the second page cell is))
but that didn't result in the right answer. What I need is for the formula
to review a whole column (I can't type each cell in because month to month I
add many new accounts) against today's month to show how many I have visited
this month?

"Harimau" wrote:

I assume the months will be in numbers, not text. So 1 = January, 2 =
February, etc.

Let's say C1 = 1, to indicate January. So what you could so is use:

=SUMIF(B:B, C1, D:D)

D:D contains the cells of what you want to sum.

Or if you just want a count, then you can just use COUNTIF.

Hope that helps.

"Mike Pearson" wrote:

I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I visited this
month". What I want to do is have the date on the top of the page and then
make a formula that adds all the cells whose dates fall in the month on the
top of the second sheet?

I have been able to use today() to get the date on the top of the page, but
can't figure out how to then reference "last visit" to add up "how many
accounts I visited this month"

Can you help me please?

One more if you care about the year, too:
=SUMPRODUCT(--(TEXT(Sheet1!B2:B100,"yyyymm")=TEXT(A1,"yyyymm")))

or if you always want it for the current month:
=SUMPRODUCT(--(TEXT(Sheet1!B2:B100,"yyyymm")=TEXT(today(),"yyyym m")))

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


Mike Pearson wrote:

I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I visited this
month". What I want to do is have the date on the top of the page and then
make a formula that adds all the cells whose dates fall in the month on the
top of the second sheet?

I have been able to use today() to get the date on the top of the page, but
can't figure out how to then reference "last visit" to add up "how many
accounts I visited this month"

Can you help me please?

--

Dave Peterson

That still doesn't seem to be doing it. I keep getting zero? Currently
there is a list of 10 accounts. Some are this month (5/24/07, 5/23/07) and
some are last month, and some are blank. I don't know what to do.

I think the issue is using month to read the whole column. Since there are
many different months it doesn't seem to work right. If I make a cell
=month(sheet1!B1:B100) it gives me an error that it is the wrong data type?

Any other thoughts? I really appreciate the help.

"Roger Govier" wrote:

Hi Mike

Try
=SUMPRODUCT(--(Month(Sheet1!$A$2:$A$100)=MONTH(A1)))
where A1 on Sheet 2 holds the date for the Month which data you wish to
capture.
--
Regards

Roger Govier


"Mike Pearson" <Mike wrote in message
...
I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has
dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I
visited this
month". What I want to do is have the date on the top of the page and
then
make a formula that adds all the cells whose dates fall in the month
on the
top of the second sheet?

I have been able to use today() to get the date on the top of the
page, but
can't figure out how to then reference "last visit" to add up "how
many
accounts I visited this month"

Can you help me please?

Hi Mike

That should work.
Yes you will get an error with =MONTH(Sheet1!B1:B100), but when it is
passed to Sumproduct, it will be treated as an array.

Are you sure that your date are true Excel dates and not Text?
What do you get if you just use =MONTH(B1)?
Three of us have given you basically the same formula, Dave's has the
advantage that it will deal with Year as well as Month.
It is a technique that works, so I think there must be something wrong
with the data.

--
Regards

Roger Govier


"Mike Pearson" wrote in message
...
That still doesn't seem to be doing it. I keep getting zero?
Currently
there is a list of 10 accounts. Some are this month (5/24/07,
5/23/07) and
some are last month, and some are blank. I don't know what to do.

I think the issue is using month to read the whole column. Since
there are
many different months it doesn't seem to work right. If I make a cell
=month(sheet1!B1:B100) it gives me an error that it is the wrong data
type?

Any other thoughts? I really appreciate the help.

"Roger Govier" wrote:

Hi Mike

Try
=SUMPRODUCT(--(Month(Sheet1!$A$2:$A$100)=MONTH(A1)))
where A1 on Sheet 2 holds the date for the Month which data you wish
to
capture.
--
Regards

Roger Govier


"Mike Pearson" <Mike wrote in
message
...
I am working on an end of month report.

So on one sheet I have a list of accounts, with one column that has
dates
for the last appointment I had with those accounts. Etc:

Account Name Last Visit
1. ABC Mortgage 5/15/2007
2. XWZ Mortgage 5/16/2007

On another sheet I have a report that asks "how many accounts I
visited this
month". What I want to do is have the date on the top of the page
and
then
make a formula that adds all the cells whose dates fall in the
month
on the
top of the second sheet?

I have been able to use today() to get the date on the top of the
page, but
can't figure out how to then reference "last visit" to add up "how
many
accounts I visited this month"

Can you help me please?