Multiple criteria formula needed

jqadri

New Member
Joined
Jul 14, 2017
Messages
7
So, the goal is to find 3 criteria within column D, if column P ( month ) matchs another column on a different tab, count the number on column J


The old formula that was used is, "=IFERROR(IF(OR($C5923="Renewal",$C5923="Client Implementation"),0,J5923),"-")" since our CRM has been updated, this doesnt work anymore..

I feel like I'm thinking too much into it and there is a simplier way to solve this..

Any suggestions?

Thank you inadvance!
 

Excel Facts

How to find 2nd largest value in a column?
MAX finds the largest value. =LARGE(A:A,2) will find the second largest. =SMALL(A:A,3) will find the third smallest
That formula doesn't reference column P ...
 
Upvote 0
That formula doesn't reference column P ...


Correct, that was an old formula that was used before our CRM has been updated. Sorry, I wasn't as clear! This is a frame of reference of what was used previously. However, due to the changes, I think it's alot more complicated now.

3 criteria needs to be found in column D, and as long as column P matches another tabs column, we can count column "J".
 
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I'm pretty hard pressed to guess what you're trying to do from the information you're providing. How about an example?
 
Upvote 0
I'm pretty hard pressed to guess what you're trying to do from the information you're providing. How about an example?

2 tables represent different tabs (the "current month in reference) would be used as a reference cell within another tab for current month in question.. I hope this helps!

[TABLE="width: 500"]
<tbody>[TR]
[TD]CaseSubtype[/TD]
[TD]# of plans[/TD]
[TD]month built[/TD]
[TD]current month in reference(on diff. tab)[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]client -JIT[/TD]
[TD]3[/TD]
[TD]May 2018[/TD]
[TD]May 2018[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]client - Child[/TD]
[TD]10[/TD]
[TD]May 2018[/TD]
[TD]May 2018[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

[TABLE="width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]Number of Plans for Month[/TD]
[/TR]
[TR]
[TD]Team A[/TD]
[TD]13[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 
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