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Counting with Formulas

6/4/2020

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Let’s assume you are working with a data table that has a limited number of categories by which you want a count; you can use the COUNTIF worksheet function to solve this problem. For example, you have a data table that has two columns. Column A could be the names of clients, and Column B could be the names of the staff member responsible for that client. There are only half a dozen staff members, but many clients.

In Column E, list the names of your staff, one staff per row starting in row 2, since row one is the column name.

In Column F, beside the first staff, enter the following formula:

=COUNTIF($B$2:$B$200,E2)

Make sure you replace $B$2:$B$200 with the actual range of your original data table. (You could use a named range if desired.)

Copy this formula (cell F2) into the other rows of Column F beside each staff member’s name.

The information in Column F represents the number of customers for each staff member.

Alan Salmon

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    Authors


    Ward Blatch
    Ward provides consulting and training services as the Managing Director of K2E Canada Inc. He joined K2E Canada in 2005 and is responsible for the Canadian operations of this international consulting group, which provides professional development technology education for accountants across Canada and the US. Ward lives in rural Nova Scotia and can be reached at ward@k2e.ca.

    Alan Salmon
    Alan Salmon is recognized as Canada’s leading analyst in the area of accounting technology. He has nearly 35 years of business, management systems, education and journalism experience, has a degree in Science and an Advanced Teaching Certificate from the University of Toronto. Alan has now retired from teaching and lives in Brampton, Ontario with his wife Nancy. He can be reached at alan@k2e.ca

    Tommy Stephens
    Tommy is one of the shareholders in K2 Enterprises, affiliating with the Firm in 2003 and joining as a shareholder in 2017. At K2, Tommy focuses on creating and delivering content and is responsible for many of the Firm's management and marketing functions. Tommy resides in the metro Atlanta area. You may reach him at tommy@k2e.com.

    Randy Johnson
    Randy is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Randy can be reached at randy@k2e.com

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