Formula to Remove Duplicates based on Criteria

L

lpw0806

New Member
Joined
Jun 14, 2018
Messages
38
Hi there,

I have a bunch of data with multiple entries and I need help creating a formula / process to eliminate duplicates based on a certain criteria. I only want to count one of each opportunity if it meets the following:

1) To Stage column (column F) must be "Negotiations/Deal Point Review" AND Last Modified date (column H) <= 8/6/2017
2) From Stage column (column E) must be "Negotiations/Deal Point Review" AND the Last Modified date (column H) >= 8/6/2017

For Example:

  • Opportunity 1a would be excluded because even though it was moved to (To Stage) "Negotiations/Deal Point Review" before 8/6/2017, it was moved from "Negotiations/Deal Point Review" to "Verbal Commitment" before 8/6/2017
  • Opportunity 4a would be included because it was considered "Negotiations/Deal Point Review" before 8/6/2017 and wasn't moved out of that category until after 8/6/2017. I would only want to count once instance of this

Thank you so much for your help with this - I am thinking I might have to make a few series of columns with an IF(AND()) statement but I am not sure where to start.

Thanks again!!!


[TABLE="width: 1537"]
<colgroup><col><col><col><col><col span="2"><col><col><col></colgroup><tbody>[TR]
[TD]Opportunity ID[/TD]
[TD]Opportunity Name[/TD]
[TD]Account Name[/TD]
[TD]Owner[/TD]
[TD]From Stage[/TD]
[TD]To Stage[/TD]
[TD]Probability (%)[/TD]
[TD]Last Modified[/TD]
[TD]Total GR (2017)[/TD]
[/TR]
[TR]
[TD]0064100000ChlHL[/TD]
[TD]Opportunity 1a[/TD]
[TD]Opportunity 1[/TD]
[TD]Bob Smith[/TD]
[TD]Proposal Sent[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/21/2017[/TD]
[TD]$58,000.00[/TD]
[/TR]
[TR]
[TD]0064100000ChlHL[/TD]
[TD]Opportunity 1a[/TD]
[TD]Opportunity 1[/TD]
[TD]Bob Smith[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Verbal Commit[/TD]
[TD]75[/TD]
[TD]7/31/2017[/TD]
[TD]$58,000.00[/TD]
[/TR]
[TR]
[TD]0064100000ChlHL[/TD]
[TD]Opportunity 2a[/TD]
[TD]Opportunity 2[/TD]
[TD]Jane Doe[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/31/2017[/TD]
[TD]$58,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjio9[/TD]
[TD]Opportunity 2a[/TD]
[TD]Opportunity 2[/TD]
[TD]Jane Doe[/TD]
[TD][/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/16/2017[/TD]
[TD]$25,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjio9[/TD]
[TD]Opportunity 3a[/TD]
[TD]Opportunity 3[/TD]
[TD]Jeff Green[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$25,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjio9[/TD]
[TD]Opportunity 3a[/TD]
[TD]Opportunity 3[/TD]
[TD]Jeff Green[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]7/5/2017[/TD]
[TD]$25,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjkuk[/TD]
[TD]Opportunity 4a[/TD]
[TD]Opportunity 4[/TD]
[TD]Jane Doe[/TD]
[TD]Interest Expressed[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/31/2017[/TD]
[TD]$150,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjkuk[/TD]
[TD]Opportunity 4a[/TD]
[TD]Opportunity 4[/TD]
[TD]Jane Doe[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Contract Approved & Signature[/TD]
[TD]95[/TD]
[TD]8/23/2017[/TD]
[TD]$150,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjkuL[/TD]
[TD]Opportunity 5a[/TD]
[TD]Opportunity 5[/TD]
[TD]Jeff Green[/TD]
[TD]Interest Expressed[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/31/2017[/TD]
[TD]$150,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjkuL[/TD]
[TD]Opportunity 5a[/TD]
[TD]Opportunity 5[/TD]
[TD]Jeff Green[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Contract Approved & Signature[/TD]
[TD]95[/TD]
[TD]8/23/2017[/TD]
[TD]$150,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjx6j[/TD]
[TD]Opportunity 6a[/TD]
[TD]Opportunity 6[/TD]
[TD]Bob Smith[/TD]
[TD]Proposal Sent[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/13/2017[/TD]
[TD]$250,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjx6j[/TD]
[TD]Opportunity 6a[/TD]
[TD]Opportunity 6[/TD]
[TD]Bob Smith[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/17/2017[/TD]
[TD]$250,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjx6j[/TD]
[TD]Opportunity 6a[/TD]
[TD]Opportunity 6[/TD]
[TD]Bob Smith[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]8/7/2017[/TD]
[TD]$250,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjxNQ[/TD]
[TD]Opportunity 7a[/TD]
[TD]Opportunity 7[/TD]
[TD]Mike Johnson[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$7,500.00[/TD]
[/TR]
[TR]
[TD]0064100000CjxNQ[/TD]
[TD]Opportunity 7a[/TD]
[TD]Opportunity 7[/TD]
[TD]Mike Johnson[/TD]
[TD][/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$7,500.00[/TD]
[/TR]
[TR]
[TD]0064100000CjxNQ[/TD]
[TD]Opportunity 7a[/TD]
[TD]Opportunity 7[/TD]
[TD]Mike Johnson[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]11/16/2017[/TD]
[TD]$7,500.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD][/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/6/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/6/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/10/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Cjy6k[/TD]
[TD]Opportunity 8a[/TD]
[TD]Opportunity 8[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Verbal Commit[/TD]
[TD]75[/TD]
[TD]7/13/2017[/TD]
[TD]$39,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjyJA[/TD]
[TD]Opportunity 9a[/TD]
[TD]Opportunity 9[/TD]
[TD]Mike Johnson[/TD]
[TD]Proposal Sent[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/21/2017[/TD]
[TD]$35,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjyJA[/TD]
[TD]Opportunity 9a[/TD]
[TD]Opportunity 9[/TD]
[TD]Mike Johnson[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]7/31/2017[/TD]
[TD]$35,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjySW[/TD]
[TD]Opportunity 10a[/TD]
[TD]Opportunity 10[/TD]
[TD]Jane Doe[/TD]
[TD][/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$10,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjySW[/TD]
[TD]Opportunity 10a[/TD]
[TD]Opportunity 10[/TD]
[TD]Jane Doe[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/19/2017[/TD]
[TD]$10,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjySW[/TD]
[TD]Opportunity 10a[/TD]
[TD]Opportunity 10[/TD]
[TD]Jane Doe[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Verbal Commit[/TD]
[TD]75[/TD]
[TD]6/20/2017[/TD]
[TD]$10,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjZHi[/TD]
[TD]Opportunity 11a[/TD]
[TD]Opportunity 11[/TD]
[TD]Bob Smith[/TD]
[TD]Interest Expressed[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]8/4/2017[/TD]
[TD]$125,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjZHi[/TD]
[TD]Opportunity 11a[/TD]
[TD]Opportunity 11[/TD]
[TD]Bob Smith[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]9/5/2017[/TD]
[TD]$125,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjZHi[/TD]
[TD]Opportunity 11a[/TD]
[TD]Opportunity 11[/TD]
[TD]Bob Smith[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Contract Sent (Review)[/TD]
[TD]85[/TD]
[TD]9/11/2017[/TD]
[TD]$125,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjZqD[/TD]
[TD]Opportunity 12a[/TD]
[TD]Opportunity 12[/TD]
[TD]Jeff Green[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]6/15/2017[/TD]
[TD]$100,000.00[/TD]
[/TR]
[TR]
[TD]0064100000CjZqD[/TD]
[TD]Opportunity 12a[/TD]
[TD]Opportunity 12[/TD]
[TD]Jeff Green[/TD]
[TD][/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]6/15/2017[/TD]
[TD]$100,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Ck0G2[/TD]
[TD]Opportunity 13a[/TD]
[TD]Opportunity 13[/TD]
[TD]Eric Jones[/TD]
[TD]Active Conversations[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/24/2017[/TD]
[TD]$35,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Ck0G2[/TD]
[TD]Opportunity 13a[/TD]
[TD]Opportunity 13[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]50[/TD]
[TD]7/24/2017[/TD]
[TD]$35,000.00[/TD]
[/TR]
[TR]
[TD]0064100000Ck0G2[/TD]
[TD]Opportunity 13a[/TD]
[TD]Opportunity 13[/TD]
[TD]Eric Jones[/TD]
[TD]Negotiations/Deal Point Review[/TD]
[TD]Business Lost[/TD]
[TD]0[/TD]
[TD]12/20/2017[/TD]
[TD]$35,000.00[/TD]
[/TR]
</tbody>[/TABLE]
 

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