Combining transactions

kevmono

New Member
Joined
Feb 9, 2019
Messages
7
Good evening,

There are occasions when I am presented with line level detail and need to sum related lines into a single transaction. At the moment I sort and subtotal related lines and copy detail from the cells above into subtotal lines.
This be as follows:

Date Unique Reference Line Number Value

xx XXX 1 10
xx XXX 2 25

xx XXX total 35

On the above, I would like to show one row showing detail held in total line only. If there is one row return one row only etc.

Can anybody help with how to show all the detail in a single row.

Thanks for reading.

Kevin
 

Excel Facts

Can you AutoAverage in Excel?
There is a drop-down next to the AutoSum symbol. Open the drop-down to choose AVERAGE, COUNT, MAX, or MIN

sandy666

Banned - Rules violations
Joined
Oct 24, 2015
Messages
7,497
try PowerQuery aka Get&Transform

Column1Column2Column3Column1Sum
xx XXX
1​
10​
xx XXX
35​
xx XXX
2​
25​

Code:
[SIZE=1]let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Grouped Rows" = Table.Group(Source, {"Column1"}, {{"Sum", each List.Sum([Column3]), type number}})
in
    #"Grouped Rows"[/SIZE]
 

kevmono

New Member
Joined
Feb 9, 2019
Messages
7
Thank you, I will try when I return home. This looks a lot more simple than my convoluted solution.
 

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