asked on 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
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
Microsoft ExcelMicrosoft Office
Last Comment
Joel Buhr
ASKER
Isn't there a way to do it without pivot tables and do it as formulas.
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
ASKER
See if this works.
Workbook2.xlsx
Workbook2.xlsx
ASKER
Cool checking this out and will let you know.
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
THIS SOLUTION ONLY AVAILABLE TO MEMBERS.
View this solution by signing up for a free trial.
Members can start a 7-Day free trial and enjoy unlimited access to the platform.
ASKER
Wonderful help works great!
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