Golfpro1286
New Member
- Joined
- Aug 22, 2018
- Messages
- 30
I have a table of data that contains the following columns. I am trying to count the number of loans each officer has made. In order to have a slicer on the dashboard to switch between combinations of New/Refi funds some loans can be duplicates. Can someone help me with a formula to count the loans an officer makes excluding duplicates that occur in the "Funds(New/refi)" column. This will show in a separate tab that has other loan information the cell references below are on that tab.
I would like to count the counting field to be the Loan # Column and to exclude duplicates.
Here are the ifs that need to apply: Date <= cell G2; Date >= cell K2; Officer = cell A10; System = "CL";
In the example below the count should be 3 even though there are 5 entries, there are 2 duplicates (in red).
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Thanks!
I would like to count the counting field to be the Loan # Column and to exclude duplicates.
Here are the ifs that need to apply: Date <= cell G2; Date >= cell K2; Officer = cell A10; System = "CL";
In the example below the count should be 3 even though there are 5 entries, there are 2 duplicates (in red).
Date | Officer Name | Borrower | System | Loan # | Funds(New/Refi) | Loan Amount |
10/1/18 | Officer 1 | Borrower 1 | CL | 123456 | New | $5,000.00 |
10/1/18 | Officer 1 | Borrower 1 | CL | 123456 | Refi | $7,500.00 |
10/3/18 | Officer 1 | Borrower 2 | CL | 123457 | New | $10,000.00 |
10/5/18 | Officer 1 | Borrower 3 | CL | 123458 | New | $12,000.00 |
10/5/18 | Officer 1 | Borrower 3 | CL | 123458 | Refi | $9,000.00 |
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Thanks!