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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