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Excel/Count if with multiple date parameters in multiple cells

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QUESTION: Hi Bob,

This a continuation of the same workbook that you helped me with conditional formatting.  Thanks, again for that help.  Now I'm stuck on a counting formula.  I'm going to need to do several variations of the same thing as listed below but believe if I can get one working example I can then modify it to make the others work.

Example report period dates = 10/1/13 12/31/13

If AX cell has a date, count it if 1) the AX cell date is equal to or in between the report period dates (10/1/13 12/31/13) and if 2) the AX cell date is 0-6 months greater than either the corresponding O (program start date) or P (program end date)cell dates.

Example 1 that would be counted
O2 = 6/1/13 (program start date)
P2 = 7/31/13 (program end date)
AX2 = 10/17/13 (new contact date)

Example 2 that would be counted
O2 = 8/1/13 (program start date)
P2 = blank-still in program (program end date)
AX2 = 10/17/13 (new contact date)

Example 3 that would NOT be counted
O2 = 2/1/13 (program start date)
P2 = 3/31/13 (program end date)
AX2 = 10/17/13 (new contact date)

Example 4 that would NOT be counted
O2 = 8/1/13 (program start date)
P2 = blank-still in program (program end date)
AX2 = 9/17/13 (new contact date)

I'm using excel 2010.  The actual formula/count result will be in the next worksheet.  The name of the data source worksheet is "Master data" (without quotes).  I know how to add the "Master data" reference to the various parts in the formula if you don't want to mess with it.

ANSWER: Try this:
=AND('Master Data'!AX2>='Master Data'!$N$1,'Master Data'!AX2<='Master Data'!$N$2,OR('Master Data'!AX2<=DATE(YEAR('Master Data'!O2),MONTH('Master Data'!O2)+6,DAY('Master Data'!O2)),'Master Data'!AX2<=IF('Master Data'!P2=0,'Master Data'!T2,DATE(YEAR('Master Data'!P2),MONTH('Master Data'!P2)+6,DAY('Master Data'!P2)))))

This part:
DATE(YEAR(O2),MONTH(O2)+6,DAY(O2))
is 6 months after O2 and this part:
IF(P2=0,T2,DATE(YEAR(P2),MONTH(P2)+6,DAY(P2)))
is 6 months after P2, BUT if P2 is blank, it uses O2.

HTH

---------- FOLLOW-UP ----------

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QUESTION: Hi Bob.

I tried it but am getting a "FALSE" result instead of "2", using my test data.  I'm wondering whether the "$N$1", "$N$2", and "T2" references are part of the problem?  I've attached a couple images in case they might help.

Dave

Answer
Sorry - the report dates were assumed to be in N1 and N2. Also, I forgot to take my intermediate reference to T2 out. This formula will produce True or False, not 1 or 2 -- "counting it" gives true, not counting it gives false.
Use this modified formula (no T2 reference), and put the report period dates in N1 & N2:

=AND(AX2>=$N$1,AX2<=$N$2,OR(AX2<=DATE(YEAR(O2),MONTH(O2)+6,DAY(O2)),AX2<=IF(P2=0,DATE(YEAR(O2),MONTH(O2)+6,DAY(O2)),DATE(YEAR(P2),MONTH(P2)+6,DAY(P2)))))
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Bob Umlas

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I`m a Microsoft Excel MVP (Most Valuable Professional) and have been since the inception of the program in 1995. I can answer every kind of Excel question except: API, Importing/exporting to other programs (powerpoint, word,...) Also check out my in-person training link at http://www.thumbtack.com/ny/new-york/excel-training/

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Worked with MS Excel since version 0.99 (on the Mac!). Was contributing editor to Excellence Magazine, having written >300 articles. John Walkenbach said of me "I finally met someone who knows as much about Excel as I do."

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BA in math, Hofstra University, 1965

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