Did you copy your raw data to the "In" tab first? Basically what I did was based on your bullet #2, except I use SumIF to sum the total first then remove the dupes.

(2) In the “After” spreadsheet, I removed the Event/Date Time, Last Name, First Name columns, and totaled the number of times each FC4 code was counted in the “Before” spreadsheet. (I use 'subtotal' count, and then only leave the 'total' line for the subtotal, and delete other entries)