Cell Formula to count first occurrence of a customer name with criteria

alig88

New Member
Joined
Apr 9, 2020
Messages
1
Office Version
  1. 2011
Platform
  1. MacOS
Hi! First time poster!

I am trying to use a formula field to determine a first occurrence of a contract being signed ( ('Order Items'!$A:$A) result as a "1") or ending (('Order Items'!$B:$B) result as a "-1") per a client name ('Order Items'!$J:$J), per month ('Order Items'!$O:$O), to be totaled at the bottom of the sheet for net new contracts and net contract end per month . The issue at hand is the data I am using has duplicate fields for each contract/client that is starting and ending per month because the bulk of the data is based on order details, which come through as line items per each product. Not sure if I am explaining this correctly, but I am super confused as to whether a countifs would be appropriate or maybe an array? ANY HELP WOULD BE AMAZING!
 

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