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Need formula to count cells with text but omits duplicates

  1. #1
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    Need formula to count cells with text but omits duplicates

    Hi -

    I am trying to create a formula or macro that tallies how many deals have been funded in a month. I have a running spreadsheet that tracks all the deals funded YTD and need to be able to open at any point to see how many deals have been funded so far.

    I currently have a second tab that I update daily to track this information.

    Is there a way to add a totals line in the spreadsheet that updates with filters (i.e. if I filtered for a particular date range like 01/01/2022 - 01/31/2022 or even 01/01/2022-03/31/2022) or to have it tally on the second tab in a table. It must omit duplicated information, for example JB Dirtworks has 2 different deals that have funded back to back but the first deal had 2 different vendors and the second only had one, meaning JB Dirtworks name shows up 3 times. I need it to count JB Dirtworks twice, once for each agreement, but the third time needs to be omitted. I have 2 columns that could be used to tally, the Agreement Number column and the Borrower Name column. I think the Agreement Number column might be the best column to use because that number will change for each deal...but I'm obviously not the expert. lol

    Thanks for your help!!!

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    Re: Need formula to count cells with text but omits duplicates

    Hi
    it's quite hard to visualize how your file is tailored.
    If would be helpful if you send a sample file.

    for more instructions - look at the yellow banner at the top of the page.

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    Re: Need formula to count cells with text but omits duplicates

    Hi! Of course that would help haha

    I attached a small sample
    Thank you!
    Attached Files Attached Files

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    Re: Need formula to count cells with text but omits duplicates

    Thanks, what is the expected answer for "TOTAL FUNDED" on January in relation to your sample file?
    and please exlain why (what do you consider as duplicate and not-be-counted)....thanks

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    Re: Need formula to count cells with text but omits duplicates

    Using the sample I sent, the expected answer for TOTAL FUNDED would be 7, this is because Borrower: MASS-GRANITE INC./Agreement #: 20210818 are listed 3 times and it only needs to be counted once. I have a conditional format set up to highlight duplicates.

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    Re: Need formula to count cells with text but omits duplicates

    Hi,
    I changed column A '2022 TOTALS' tab into real dates so it can be used for the calculation.
    on format cells ----> custom ----> I changed the type into "MMMM"

    In c3:
    =SUM(--(MONTH(A3)=MONTH('2022'!$A$2:$A$10))*(MATCH('2022'!$B$2:$B$10&'2022'!$C$2:$C$10,'2022'!$B$2:$B$10&'2022'!$C$2:$C$10,0)=ROW('2022'!$B$2:$B$10)-1))

    this will get a 7 result.
    Attached Files Attached Files
    Last edited by Limor_OP; 02-16-2022 at 05:37 PM.

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    Re: Need formula to count cells with text but omits duplicates

    Hi -

    I updated the format on Column A '2022 TOTALS' tab to the MMMM and added the equation to C3 but it returns #VALUE!
    I also tried opening the file you attached and it wouldn't let me view...

    any suggestions?...
    Thank you so much!

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    Re: Need formula to count cells with text but omits duplicates

    Hi,
    If you are using office 2016 you might need to confirm the formula with CTRL+SHIFT+ENTER as this is an array formula....
    please try that and let me know....

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    Re: Need formula to count cells with text but omits duplicates

    That didn't work

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    Re: Need formula to count cells with text but omits duplicates

    Did you change the dates to 01/01/2022; 01/02/2022; 01/03/2022 etc. like I did in the sample file?
    Do you see the correct answer in the sample file I uploaded?

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