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Count of clients at specific stage

  1. #1
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    Count of clients at specific stage

    The attached spreadsheet shows a simplified version of my problem.

    I have many tabs, each that represents a different client (in the example they are the tabs called first, second, third), and they show what stage the client is currently at by indicating the date they went to that stage.

    On the Stats tab I want to indicate how many clients are at each stage, in this case we have 1 client at stage 1.3 and 2 clients at 1.4.

    Is there a simple way to do this for a lot of clients? Maybe my spreadsheet could be formatted in a different manner to make this simpler?

    Many thanks
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    Last edited by guerillaexcel; 03-24-2011 at 10:16 AM. Reason: solved

  2. #2
    Forum Expert Cutter's Avatar
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    Re: Count of clients at specific stage

    Not sure if this helps but it may give you an idea:

    In B3 and copied down:

    =COUNT(first:third!B3)

    will give you the total number of dates appearing adjacent to stages. You can then manipulate those results.

  3. #3
    Forum Expert Cutter's Avatar
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    Re: Count of clients at specific stage

    Maybe this instead:

    Add an extra column to each client sheet to indicate the stage they are at - like this in cell C3 of each sheet:

    =IF(B3=MAX(B$3:B$11),B3,"")

    then do your count on that column so on your main sheet in B3 copied down:

    =IF(COUNT(first:third!C3)=0,"",COUNT(first:third!C3))

    You would have to insert new client sheets between the existing sheets, not just add them on at the end unless you add blank sheets as bookends and use those bookend names in the formulas. The bookend sheets could be hidden.
    Last edited by Cutter; 03-24-2011 at 09:44 AM.

  4. #4
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    Re: Count of clients at specific stage

    I always learn something new around here. Cutter's post is the first time I have seen a range of worksheets used in a formula. That's a very elegant solution using just formulas.

    Another approach using the layout you have would require VBA. The VBA would loop through each worksheet, looking at what stage that client is in. I have attached an implementation for your example.
    Attached Files Attached Files
    Jeff
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  5. #5
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    Re: Count of clients at specific stage

    Both answers are ideal gents (or ladies, don't want to presumptious!!)

    For pure simplicity I've gone with Cutters answer, I didn't know you could do that with a range of tabs either! Thanks very much to you both, rep given.

    Cheers

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