Group count of instances

censura

New Member
Joined
May 15, 2007
Messages
24
Hi hope you can help please.

I have a tracking sheet

The main worksheet in the workbook is called leads
In this worksheet i have:
Column V: Client Business Plan Status
Column S: BP Accountant

Column V holds current BP status with the following possibilities
Empty
In Progress
Final Checks
Unresponsive

Column S holds the name of the accountant assigned to the client BP (we have 7 accountants) so different names for e.g Paulina, Biser, Jessica, Jacob, Maria, Cherie, Chandarni

In another work sheet i have the accountants listed (same workbook) so the worksheet is called Consultant

The worksheet has 3 columns
Column A: name
Column B: caseload
Column C: in progress count



So what i want to do is do is in worksheet Consultant in Column C (in progress count) is have the totals for column V for each Accountant identified in column S
The count should be of either In Progress or Final Checks so for e.g

If in column V we have say 30 instances of In Progress, 20 of Final Checks, 80 blank and 10 of Unresponsive then we are looking at getting totals for each Accountant that would = 50 ie the 30 In Progress cell entries and the 20 Final Checks entries

So in worksheet Consultant it might look like this

Column A, Column B, Column C
name, caseload limit, in progress count

Jacob , 10, 7
Cherie , 10 , 5
Jessica , 10 , 10
Paulina , 10 , 10
Biser, 10 , 8
Chanadrni, 10 , 2
Maria , 10 , 8


Hope you can help thank you
 

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Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
56,729
Office Version
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You're welcome & thanks for the feedback.
 

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