COUNTIFS task summary example

	A	B	C	D	E
1	COUNTIFS task summary worked example
2	Example data — replace the blue input cells with your own.
3	Learn how to count records that satisfy both an owner criterion and an open-status criterion.
4	Populated records	4
5	First record: Matches owner and Open	1
6	Open tasks for owner	2
7
8	Owner to count	Alex
9	60 record rows. Blue cells are inputs; dark cells calculate.
10	Task	Owner	Status	Estimated hours	Matches owner and Open
11	Draft scope	Alex	Open	3.0000	1
12	Review quote	Sam	Open	2.0000	0
13	Send report	Alex	Complete	1.0000	0
14	Confirm test	Alex	Open	4.0000	1
15
16

What does this template do?

Learn how to count records that satisfy both an owner criterion and an open-status criterion.

COUNTIFS counts tasks whose owner matches B8 and whose status is Open. A row-level flag shows which records meet the same two criteria, making the summary traceable.

Status is a manual text field. This example counts records rather than summing hours, and every task should have one row.

The working tab keeps editable inputs separate from formulas, with room for 60 records. The Notes tab explains the method and how to extend the range. All example records are fictional and can be replaced. Download a workbook format to retain formulas, or CSV when you need calculated values only.

What’s inside

COUNTIFS counts tasks whose owner matches B8 and whose status is Open. A row-level flag shows which records meet the same two criteria, making the summary traceable.
60 prepared record rows with blank-row guards
Blue input cells, typed dates and numbers, and frozen column headers
Notes with the method, assumptions, and range-extension instructions

Which tabs does the workbook have?

Tab	What it holds
Worksheet	Learn how to count records that satisfy both an owner criterion and an open-status criterion.
Notes	How to use the workbook, formula method, assumptions, and file format limits.

What formulas does this template use?

This template holds 63 formulas in 111 cells across 2 tabs, so 57% of its cells calculate. They use 7 distinct functions; the longest formula is 135 characters.

Function	Uses	What it does
`IF`	182	one result when a test is true, another when false
`AND`	60	true when every test is true
`COUNT`	60	counts numeric cells
`COUNTIF`	4	counts cells meeting one condition
`COUNTA`	1	counts non-empty cells
`COUNTIFS`	1	counts cells meeting several conditions
`OR`	1	true when any test is true

Counted from the workbook itself. Only functions that Excel, LibreOffice Calc, Google Sheets and Apple Numbers evaluate the same way are used, so the formulas survive every download format.

How do you use it?

Replace the fictional records in blue cells with your own data. Keep the dark formula cells.
Set owner to count in B8.
Read the calculated columns and inspect the results before using them. Clear unused input rows; keep their formulas.
The prepared range holds 60 records in rows 11–70. Extend formulas and summary ranges together if you add more rows.

What is it good for?

Learn how to count records that satisfy both an owner criterion and an open-status criterion
Replacing the labeled fictional records with your own figures
Checking a calculation before adapting it to a larger workbook

Questions about this sheet

How is the result calculated?

COUNTIFS counts tasks whose owner matches B8 and whose status is Open. A row-level flag shows which records meet the same two criteria, making the summary traceable.

What assumptions should I check?

Status is a manual text field. This example counts records rather than summing hours, and every task should have one row.

Can I add more than 60 records?

Yes. Copy the formula columns into new rows and extend every summary range to include them. Keep inputs and formulas in their original columns.

Are the example records real?

No. All example data is fictional and intended to demonstrate the formulas. Replace it before using the workbook for your own work.

	A	B	C	D
1	COUNTIFS task summary worked example
2	Method, inputs, and limits for this workbook.
3
4	What it does
5	Learn how to count records that satisfy both an owner criterion and an open-status criterion.
6
7	How to use it
8	Replace the fictional records in blue cells with your own data. Keep the dark formula cells. Set owner to count in B8. Read the calculated columns and inspect the results before using them. Clear unused input rows; keep their formulas. The…
9
10	Formulas and method
11	COUNTIFS counts tasks whose owner matches B8 and whose status is Open. A row-level flag shows which records meet the same two criteria, making the summary traceable.
12
13	Assumptions and limits
14	Status is a manual text field. This example counts records rather than summing hours, and every task should have one row.
15
16	Missing numeric inputs

COUNTIFS task summary worked example