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Excel - Count Occurrences and Group By

Trying to figure out the formula.

We have a excel job sheet where we track orders from clients, so there is a column that has the client name and if they order more then once in a month of course that value is repeated multiple times, and we have one column that has a REP code (something like ABB, or MCC - its a sales rep code) and then we have another column that has either a value of R or N this indicates if it was a New client or a Repeat client.

Here is what I am wanting to calculate on each months job sheet. How many New Customers by Rep, and How Many Repeat customers. Also too how many jobs or orders has that sales rep placed that month. Keep in mind that we have a sheet for each month.

Columns are like the below.

JOB Contact | Customer | Sale Cost (QB) | Margin | Profit % | New/Repeat | REP

Bill Prew

Sounds like a Pivot Table to me. Should multiple jobs for the same customer count once each month, or multiple times?

It would be helpful if you could upload a workbook with an existing data sheet, and then an example of the output and format you want.

»bp

Joel Buhr

ASKER

Isn't there a way to do it without pivot tables and do it as formulas.

Bill Prew

It would be helpful if you could upload a workbook with an existing data sheet, and then an example of the output and format you want.

»bp

Joel Buhr

ASKER

See if this works.
Workbook2.xlsx

Bill Prew

See if this works for you.

Workbook2.xlsx

»bp

Joel Buhr

ASKER

Cool checking this out and will let you know.

Joel Buhr

ASKER

Question, is there a way to also add a column that counts how many Unique Repeat Clients? So count how many have an R and only count one occurrence of the Company Name?

ASKER CERTIFIED SOLUTION

Bill Prew

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Joel Buhr

ASKER

Wonderful help works great!