Hi
perhaps post a sample sheet. A Pivot Table might do the job

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Thanks, it probably would work, and Pivot Tables are one area I admit almost complete ignorance on!

I kept digging for an answer after I posted, and was able to use COUNTIFS to get what I needed.

So to count the number of employees who took Course A in the 3rd Quarter (July 1-Sept 30), I ended up with the following formula:

=COUNTIFS(Report!A:A,"Course A",Report!C:C,">=7/1/2014",Report!C:C,"<=9/30/2014")

There most likely is an easier or cleaner way...and I really need to learn how to use Pivot Tables!