Functional counting specific categories of data without adding to the data / Frequency

Bedlam

New Member
Joined
Feb 18, 2020
Messages
14
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
Hi

I'm hoping for some help to create some stats on the status of working through client jobs. First I must state that I can't use a pivot table or Visual Basic solution as there is a shared workbook which I don't control. I've simplified client on boarding in an example. I was wondering if there is some way I could generate the stats without having to resort to building column of functions alongside the data.

The basic scenario is that periodically client's data must be reviewed. A client may have one office (known as an entity) or may have many. It makes sense to perform all the checks simultaneously with a list for a team to work through. For simplicity I've assumed for each entity a review moves between stages 1-5 before turning complete. If a client has only one entity and that is complete then that client is fully complete. If a client has multiple entities and some but not all are complete then the client may be said to be partially complete. If a client has nothing that has reached complete then they have the status Nothing Completed.

I had previously used a CSE function elsewhere and wondered could something like this be used and adjusted
Example 1
Copy of PR tracker Feb 180220.xlsx
ABC
10Completed4626
Stats
Cell Formulas
RangeFormula
B10B10=COUNTIF('Feb 2020'!AN:AN,A10)
C10C10=SUM(--(FREQUENCY(IF('Feb 2020'!$AN$2:$AN$99999=A10,'Feb 2020'!$O$2:$O$99999),'Feb 2020'!$O$2:$O$99999)>0))


Example 2 - Sample data
Fully Complete.xlsx
ABCDEFG
1DataNotes to Explain
2ClientSub EntityStageClientStatus
31New YorkComplete1Fully Completei.e. all Sub Entities are complete
42London12Partially Completei.e. some Sub Entities are complete
52ParisComplete23Fully Completei.e. all Sub Entities are complete
623SydneyComplete463Partially Completei.e. some Sub Entities are complete
723DubaiComplete5555Nothing Completedi.e. no Sub Entities are complete
823New YorkComplete
9463London1Results
10463Paris2Clients5
11463Sydney3Fully Complete2i.e. Clients 1 and 23
12463TokyoCompletePartially Complete2i.e. Clients 2 and 463
135555Paris1Nothing Completed1i.e. Clients 5555
145555Singapore2
155555Tokyo3Complete4i.e. 4 Clients have a complete stage
165555New York4
175555London5
Sheet1


Hoping someone can suggest how best to do this. Thanks in advance.
 

Eric W

MrExcel MVP
Joined
Aug 18, 2015
Messages
11,845
Start with the F10 formula and look up the FREQUENCY function. The other 2 formulas are just variations on F10.

Happy to help! :)
 

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