Hi! I need to get a count of clients added by month. The tricky thing is, a user from the same client might have been added at different months within the year. For ex, in the sample file attached, Banco Santander had clients added in 2016 and 2017. If i'm looking at 2017 data only, Banco Santander should only be counted in January. I used the COUNTD formula, but this only counts accurately if I'm looking at all of 2017. If I split up number of accounts created by month, i get a count for Banco Santander every time a user was added under the account.
Deepak,
Great solution and I think we're almost there. I received the same results as Jeff's solution above. This is excluding accounts that have users added in different months. We need to include these accounts the first time that a user from their organization is added. For ex, Banco Santander should only be counted in January and not in Feb and March, and Cenlar should only be counted in March and not both March and April:
Your solution (missing Banco Santander and Cenlar)
