Friday, September 23, 2016

Counting names vs how many transaction types

Counting names vs how many transaction types

Good day all,


New Investment
RONELLEPE

Withdrawal
LINCEY

Info Request
LINCEY

Withdrawal
LINCEY

Additional Contribution
LINCEY

Additional Contribution
LINCEY

Amendment - Client
MERYLDU

New Investment
MERYLDU

Withdrawal
LINCEY

Switch
LINCEY

Amendment - Client
MERYLDU

Error
CLAUDINE

Withdrawal
MERYLDU

Switch
MERYLDU

Amendment - Client
MERYLDU

I need a formula to tell me that Lincey had 3 Withdrawal, 1 Info request, 2 Additional contributions, 1 switch.
Meryldu had 3 Amendment - client, 1 new investment, 1 withdrawal, 1 Switch.
I really appreciate the help.
JDMBoy

Keys to the Problem Counting names vs how many transaction types

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I'd use a pivottable.
If necessary, insert a blank row above your data and enter field names/column headers, e.g.
Action above the first column and Name above the second one.
Click anywhere in the table, then activate the Insert tab of the ribbon.
Click PivotTable.
Click Existing worksheet and specify a cell that will act as the top left corner of the new table.
Click OK.
Drag the Name field to the Row Labels and the Action field to the Column Labels.
Finally, drag the Name field to the Values area.
 
A pivottable will not be updated automatically.
To update it when the data have changed, click in it, activate the Options tab of the ribbon and click Refresh.

Open Action Center by clicking the Start button Picture of the Start button, clicking Control Panel, and then, under System and Security, clicking Review your computer's status.

Update and run your antivirus software. Windows doesn't come with antivirus software, but Action Center can often monitor the antivirus software that you or your computer manufacturer have installed.

Another Safe way to Fix the Problem: Counting names vs how many transaction types:

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