Sum values with multiple criteria and with name array as an another criteria

Question

I am trying to SUM values based on multiple criteria from a Power Query table (SQL download):

• Type of Error ( name is hard-coded in cell, easy enough, done, cell reference B28 in code below )

• Month and Year of record ( also hard-coded for cell reference, also done )

• ID of the person who recorded that. We have four teams for which I have assigned name range ( MI_Equities , M_Bonds , SSR_Equities , SSR_Bonds ), with list of User IDs. This list is with different length.

Here is the formula that I am working with ( without last condition):

=(SUM(IF((tblAPP_Main[TypeError]=$B28)*(MONTH(tblAPP_Main[DateOccurence])=MONTH($K$2))*(YEAR(tblAPP_Main[DateOccurence])=YEAR($N$2))=1;1;0)))

This formula works until I add the below after the year condition:

*SUMPRODUCT((--ISNUMBER(SEARCH(MI_Equities;tblAPP_Main[CreatedBy]))))

From this formula I get the #VALUE! error (for the values in array) and the #N/A error for the others. I think I'm getting these errors because the matrix has a different length than the column I want to compare it with, but I'm not sure.

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To show it in practice:

Let's say I have this table ( tblAPP_Main ):

and I need to count how many times there is the je* specified in the named range (ie je23575 is named MI_Equities , so I want to use that name).

This should return number 1 , as 1 human mistake was made by that specific team.

I need my final table to look like this: .

Important note: It should not be calculation heavy and NOT scripted in VBA.

Answer 1

You can add a new column tblAPP_Main called Team_Name where you use an if function with the team names to populate the column. (Essentially moving your named ranges into the new column)

To populate Table_Final , use =countifs('tblAPP_Main'!$A:$A= tblAPP_Main$A2, 'tblAPP_Main'!$D:$D= 'tblAPP_Main'!B$1) . (Column D is the new column that you just created.) The countifs should populate the table and you can use a sum function for the totals. Please let me know if this helps.