Multiple column Balance Summarization

casexcel

New Member
Joined
Nov 29, 2007
Messages
21
I have over 6000 rows of data. I have sorted it so each person has 2 lines of data that need to be added together. Each cust has 2 rows of data that need to be combined, but I need it to return the information in each column

Row 1 (Col A - D) = Headers

A Cust No B Name C Type D Balance

1000 Jane Doe Silver $10.15
1000 Jane Doe Silver $599.07
2000 Jim Smith Gold $130.05
2000 Jim Smith Gold $379.34
3000 Joe Go Platinum $37.95
3000 Joe Go Platinum $397.03

I need the end result to look like:

A Cust No B Name C Type D Balance

1000 Jane Doe Silver $609.22
2000 Jim Smith Gold $509.39
3000 Joe Go Platinum $434.39

I can't get the consolidate to work and bring back all the original information.

What is the easiest way to do this?
Catherine
 
Last edited:

Excel Facts

How to total the visible cells?
From the first blank cell below a filtered data set, press Alt+=. Instead of SUM, you will get SUBTOTAL(9,)
How about


Excel 2013/2016
ABCDEFGH
1Cust NoNameTypeBalance
21000Jane doeSilver10.151000Jane doe609.22
31000Jane doeSilver599.072000Jim Smith509.39
42000Jim SmithGold130.053000Joe Go434.98
52000Jim SmithGold379.34
63000Joe GoPlatinum37.95
73000Joe GoPlatinum397.03
Output
Cell Formulas
RangeFormula
G2=INDEX(B$2:B7,MATCH($F2,$A$2:$A$7,0))
H2=SUMPRODUCT(--($A$2:$A$7=$F2),($D$2:$D$7))
F2{=INDEX(A$2:A$7,MATCH(0,COUNTIF(F$1:F1,A$2:A$7),0))}
Press CTRL+SHIFT+ENTER to enter array formulas.
 
Upvote 0
another way:

with PivotTable or PowerQuery

Column1Column2Column3Column4PivotTable
1000​
Jane DoeSilver
10.15​
Column1Column2Column3Sum of Column4
1000​
Jane DoeSilver
599.07​
1000
Jane DoeSilver
609.22​
2000​
Jim SmithGold
130.05​
2000
Jim SmithGold
509.39​
2000​
Jim SmithGold
379.34​
3000
Joe GoPlatinum
434.98​
3000​
Joe GoPlatinum
37.95​
Grand Total
1553.59
3000​
Joe GoPlatinum
397.03​
PowerQuery
Column1Column2Column3Sum
1000​
Jane DoeSilver
609.22​
2000​
Jim SmithGold
509.39​
3000​
Joe GoPlatinum
434.98​

i forgot about headers but this is cosmetic issue
 
Last edited:
Upvote 0

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