Subtotals and counta I think

Cowichandave

New Member
Joined
Jan 18, 2009
Messages
47
Office Version
  1. 2016
Problem finding formula that works best. Column A is salesrep column B is clientID and Column I is Last Year client purchased. Columns H:2 to 6 show combined total of year sold for all.
I would to subtotal for each rep EX If select AngelaZ she has 10 clients. I would to show her stats of years sold 2015 has 2 2016 has 4 2017 has 0 2018 has 3 2019 has 1
I tried different formulas with no sucess. Help please





Book1
ABCDEFGHI
1..
2201912
3 CLIENTS201810
4TOTALREP20176
5404020169
620153
7
8Sales Client Date Date Last SaleLast SaleLast Sale
9Seq Rep CID Created Last Sold Amount Days Years Year
105AngelaZDAV172015-08-312015-08-31105.0030178.32015
1112AngelaZLIS022015-08-272015-08-2865.0030208.32015
12918BobTSEA072015-10-292015-11-09197.4028247.72015
134AngelaZDAV0012016-03-072016-03-1165.0028207.72016
147AngelaZGER152016-03-142016-03-1565.0028137.72016
158AngelaZHYD052016-03-142016-03-22254.1027867.62016
1610AngelaZ451102016-03-182016-04-1868.2528177.72016
17648BobT2020P2016-10-212016-10-31315.0028137.72016
18652BobT537352001-09-042016-10-3189.2527897.62016
191012ChrisBALT142016-11-282016-12-07194.2528207.72016
201041ChrisBCPC032016-09-162016-10-01939.7519635.42016
211042ChrisBCYC072016-02-042016-01-15196.8819225.32016
22799BobTINN112016-09-082017-11-27212.1018415.02017
23813BobTLAP042017-05-302017-07-2868.2516794.62017
24814BobTLAT032016-04-272017-07-10409.5016574.52017
25824BobTLED182017-06-192017-06-22157.507021.92017
261005ChrisBAAA012017-02-282017-04-3055.022340.62017
271014ChrisBARN042017-01-162017-10-260.002070.62017
286AngelaZFYI012015-02-182018-07-20154.3534149.42018
299AngelaZJAC192018-08-092018-08-30164.8529478.12018
3014AngelaZNWS022016-03-162018-11-19-738.9925907.12018
31863BobTNAB02PX2003-07-082018-09-2468.2525907.12018
32866BobTNEK012018-02-222018-02-22209.9526917.42018
33868BobTNEW252017-07-062018-03-07-151.2028807.92018
341046ChrisBDIG032016-08-022018-05-180.0028747.92018
351066ChrisBGYM012018-11-052018-11-070.0028827.92018
361068ChrisBHGP012016-06-282018-08-27410.1325316.92018
371117ChrisBSHA292018-01-172018-01-24197.5225397.02018
383AngelaZCSI072019-04-182019-04-3099.7528707.92019
39841BobTLPS012017-09-252019-01-15837.9025316.92019
40854BobTMIN102017-09-272019-09-16-78.7525907.12019
41859BobTMTT012019-03-272019-03-2868.2525326.92019
42867BobTNEW222016-02-262019-10-31-52.5026517.32019
43880BobTOXY012018-06-252019-02-06399.0027757.62019
441003ChrisB766202000-09-302019-07-174183.2527627.62019
451027ChrisBCANCADD2016-04-212019-09-272633.1227287.52019
461033ChrisBCER092019-02-192019-02-22108.5728047.72019
471055ChrisBENCTEX2019-10-032019-11-150.0025747.12019
481058ChrisBFAR062015-10-062019-02-28687.3227757.62019
491072ChrisBIND112016-07-122019-11-29230.4826247.22019
Sheet3
Cell Formulas
RangeFormula
B5B5=COUNTA(B10:B25231)
C5C5=SUBTOTAL(3,C10:C49)
H2H2=COUNTIF($I$10:$I$49,"2019")
H3H3=COUNTIF($I$10:$I$49,"2018")
H4H4=COUNTIF($I$10:$I$49,"2017")
H5H5=COUNTIF($I$10:$I$49,"2016")
H6H6=COUNTIF($I$10:$I$49,"2015")
G10:G49G10=TODAY()-Table1[@[ Last Sold]]
H10:H49H10=Table1[@[ Days]]/365
 

Excel Facts

Copy formula down without changing references
If you have =SUM(F2:F49) in F50; type Alt+' in F51 to copy =SUM(F2:F49) to F51, leaving the formula in edit mode. Change SUM to COUNT.
If I understand you correctly, you want to get the total sales for an agent that were made within a time period e.g 2019 OR you want to get the total number of sales.

Total Value Of Sales - SUMIFS

Excel Formula:
=SUMIFS(sum_range, date_range, ">=01/01/YEAR", date_range, "<=12/31/YEAR", rep_range, rep_name)

Excel Formula:
=SUMIFS(Table1[Last Sold], ">=01/01/2019", Table1[Last Sold], "<=12/31/2019", Table1[Rep], "BobT")

Total Number Of Sales - COUNTIFS

Excel Formula:
=COUNTIFS(rep_range, rep_name, date_range, ">=01/01/year", date_range, "<=12/31/year")

Excel Formula:
=COUNTIFS(Table1 [Rep], "BobT", ">=01/01/2019", Table1[Last Sold], "<=12/31/2019", Table1[Rep], "BobT")
 
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