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
Joel BuhrPresidentAsked:
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Bill PrewIT / Software Engineering ConsultantCommented:
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 BuhrPresidentAuthor Commented:
Isn't there a way to do it without pivot tables and do it as formulas.
Bill PrewIT / Software Engineering ConsultantCommented:
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
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Joel BuhrPresidentAuthor Commented:
See if this works.
Workbook2.xlsx
Bill PrewIT / Software Engineering ConsultantCommented:
See if this works for you.

Workbook2.xlsx


»bp
Joel BuhrPresidentAuthor Commented:
Cool checking this out and will let you know.
Joel BuhrPresidentAuthor Commented:
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?
Bill PrewIT / Software Engineering ConsultantCommented:
Here is an approach for that.  Not that these are array formulas, so when you edit them and enter them you have to press CTRL-SHIFT-ENTER together.  Notice the formulas show in the formula bar with curly braces indicating they were entered as array formulas.

Workbook2.xlsx


»bp

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Joel BuhrPresidentAuthor Commented:
Wonderful help works great!
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Microsoft Excel

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