Hi there, hope someone can help me with this query. (Apologies if this is not the standard way for submitting but it’s my first go). I’ve seen some examples here and I think I understand the consolidation function. However, my query has the added level of needing to consolidate each member:</SPAN></SPAN>
I have a table of data that looks like this:</SPAN></SPAN>
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There are a number of clients that have multiple investments that are shown by an alpha numeric code. I need to consolidate the number of units for each member in to one line. Ideally the output would look like this:</SPAN></SPAN>
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Any help would be greatly appreciated as I am new to this and very stumped!!!!</SPAN></SPAN>
Regards</SPAN></SPAN>
Michael</SPAN></SPAN>
I have a table of data that looks like this:</SPAN></SPAN>
SURNAME</SPAN></SPAN> | NINO</SPAN></SPAN> | CODE</SPAN></SPAN> | NO OF UNITS</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | 8AIA</SPAN></SPAN> | 1986.4805</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | 8AIA</SPAN></SPAN> | 291.9253</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | HEEINC</SPAN></SPAN> | 8137.0435</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | HEEINC</SPAN></SPAN> | 1607.9067</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | IQSBI</SPAN></SPAN> | 9999.7594</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | IQSBI</SPAN></SPAN> | 1480.8712</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | MGCBSA</SPAN></SPAN> | 14939.885</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | MGCBSA</SPAN></SPAN> | 2195.5062</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | STAPGR</SPAN></SPAN> | 488.1935</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | stapgr</SPAN></SPAN> | 36.489</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZAAPA</SPAN></SPAN> | 1860.91</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZAAPA</SPAN></SPAN> | 139.09</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZGBA</SPAN></SPAN> | 3721.82</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZGBA</SPAN></SPAN> | 278.18</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZSUSA</SPAN></SPAN> | 133.7666</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | szsusa</SPAN></SPAN> | 9.9981</SPAN></SPAN> |
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</TBODY>
There are a number of clients that have multiple investments that are shown by an alpha numeric code. I need to consolidate the number of units for each member in to one line. Ideally the output would look like this:</SPAN></SPAN>
SURNAME</SPAN></SPAN> | NINO</SPAN></SPAN> | CODE</SPAN></SPAN> | NO OF UNITS</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | 8AIA</SPAN></SPAN> | 2278.4058</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | HEEINC</SPAN></SPAN> | 9744.9502</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | IQSBI</SPAN></SPAN> | 11480.6306</SPAN></SPAN> |
Smith</SPAN></SPAN> | AB123456C</SPAN></SPAN> | MGCBSA</SPAN></SPAN> | 17135.3912</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | STAPGR</SPAN></SPAN> | 524.6825</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZAAPA</SPAN></SPAN> | 2000</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZGBA</SPAN></SPAN> | 4000</SPAN></SPAN> |
Jones</SPAN></SPAN> | XW123456Z</SPAN></SPAN> | SZSUSA</SPAN></SPAN> | 143.7647</SPAN></SPAN> |
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Any help would be greatly appreciated as I am new to this and very stumped!!!!</SPAN></SPAN>
Regards</SPAN></SPAN>
Michael</SPAN></SPAN>