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Count function

  1. #1
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    Count function

    Hi
    I have attached a shortened down version of a ss I am using. The sheet records cancellations each month by policy type, what I am wanting to do is in the first 3 tables, named; H&C canx, MV Canx and Commercial Canx is have those tables total by reason code each month. So I need a formula that will look up, the policy type and reason code and return totals each month. (if possible!)
    Attached Files Attached Files

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    Re: Count function

    Is this how your sheet is set up in practice, or are the July/August/etc. tables on separate sheets? I think the structure of your current SS could be considerably improved

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    Re: Count function

    Hi

    The sample is the basic set up, it is all on one sheet

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    Re: Count function

    Is there a reason for this? Is it possible to have an 'input' sheet and a separate 'summary' sheet?

    The only reason I ask is that having 2 sheets will make the spreadsheet considerably more user-friendly to maintain

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    Re: Count function

    Hi
    I do have an input sheet, the eg I have attached than copies the data across and calcs all the monthly data for me, however I am trying to make it simplier

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    Re: Count function

    It will be easier for us to see the input sheet; it is generally easier to populate a summary table from the raw data than from another summary table.

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    Re: Count function

    HI
    It looks exactly the same. Each month staff enter details of the policy cancelled, the summary example just copies the data across and than totals up as per reason code, I am hoping to seperate it by policy type, which I currently dont do

  8. #8
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    Re: Count function

    Do you have an additional column for the month? Or do you use a row as a header like in the summary examples?

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    Re: Count function

    Row as a header, as per example, the example is how the ss appears, just a shortened down version

  10. #10
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    Re: Count function

    I have adjusted the formatting a bit; it will make it much easier to manage the spreadsheet (you won't need to add a new table every month and update your formulas)
    Attached Files Attached Files

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    Re: Count function

    awesome, thanks for your help and suggested changes

  12. #12
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    Re: Count function

    No worries! If this takes care of your problem, please remember to mark the thread as [SOLVED]

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