Excel COUNTIFS Assistance with Duplicate Values & Multiple Criteria

Struggling to figure out accurate formulas to return the results I'm looking for. I have attached a spreadsheet for review.

I want this data to provide three values in G4, H4, & I4:

1) The total # of DA's in column C... I'm using: =COUNTIF(C:C,"DA")

2) The total # of occurrences of exactly 1 Service Type "DA" and 1 Service Type "THER NOTE" for the same Client (summing all occurences into one cell).

3) The total # of occurrences of exactly 1 Service Type "DA" and 2 or more Service Type "THER NOTE's" for the same Client (summing all occurrences into one cell).

The result should be:

1) 5

2) 2

3) 2
Attachment 589984

You need to use a column of helper formulas. In F2, enter the formula

=IF(C2="DA",COUNTIFS(B:B,B2,C:C,"THER NOTE"),0)

and copy down.

Then use

=COUNTIF(F:F,1)
and
=COUNTIF(F:F,2)

to return the counts of interest.

You may want to change F2 to the formula

=IF(C2="DA",COUNTIFS(B:B,B2,C:C,"THER NOTE",E:E,E2),0)

if clients may have been paired with other staff.

You can do this with the following user defined functions

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Open the VBA editor by hitting Alt F11.
Insert a new module with Insert - Module
Paste in the above function
Go back to the sheet by hitting Alt F11.

In H4, enter =GetOneDAPlusOneTherNote(B2:B13,C2:C13,E2:E13,"Jones, Tom")

In I4 enter =GetOneDAPlusManyTherNote(B2:B13,C2:C13,E2:E13,"Jones, Tom")

Remember to save the workbook as a macro enabled workbook .xlsm

Great work Bernie. It appears it is not encompassing an instance where there is a client with 1 DA and more than 2 THER NOTES. Suggestions?

Sorry - missed the "or more" part

=IF(C2="DA",MIN(2,COUNTIFS(B:B,B2,C:C,"THER NOTE")),0)

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