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Sum of Qualiative values, grouped together at top level
Resolved · Urgent Priority · Version 2016
Wendy has attended:
Excel Introduction course
Sum of Qualiative values, grouped together at top level
Hi
I am tasked with a spreadsheet containing tens of thousands of lines of data. I am expected to rank the data by say column F (subtotal) in descending value order, by doing this I lose the ability to group linked accounts together. For the linked accounts there is a "common identifier" for them in say Column C. I need to group their balances shown in Column G against the "headline" account in Column H.
For example: in my spreadsheet on rows 50, 100 and 150 are three accounts with common identifier "XYZ" in Column C. Line 50 is the "headline" account. How do I apply a function that will search the large data set and add the balances in cells G50, G100 and G150, placing the sum total in cell H50? It would need to do this across the whole data set (searching column C for common identifiers), applying the sum to column H to place the sum total in column G each time.
Thanks
Wendy
RE: Sum of Qualiative values, grouped together at top level
Hi Wendy,
Thank you for the forum question.
The best Excel tool to do what you want is a Pivot Table.
A Pivot Table can group by the identifiers and sort the values descending.
I found a video on YouTube which can be a help.
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
RE: Sum of Qualiative values, grouped together at top level
Hi Jens
Thanks for the prompt reply.
I am not able to use a pivot table in this instance as I am expected to present the list of balances to an audience (they need to see the accounts in a descending list).
Can you provide an alternative, something close to my original question where I need to consolidate data from one column into the next? I am expected to add a subtotal to a further balance for a final closing balance for each headline account in the very large spreadsheet.
Thanks
Wendy
RE: Sum of Qualiative values, grouped together at top level
Hi Wendy,
If I understand you right the Sumif can do what you want.
In the cell you want the total for "XYZ" type: =Sumif(C2:c2000,"XYZ",G2:G2000)
Where C2:C2000 is the range where you have the identifiers and and G2:G2000 is the range with the values you want to sum.
Please let me know if this is not what you want.
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
RE: Sum of Qualiative values, grouped together at top level
Hi Jens
Sadly this doesn't work either, the reason being I am looking for ANY NUMBER that repeats in column C, not just "xyz".
Thanks for trying to help. I've now passed this over to someone else here to try and work the data set for the result I need as my time is almost out now to turn this around for the meeting I need it for.
Thanks
Wendy
RE: Sum of Qualiative values, grouped together at top level
Hi Wendy,
I am sorry that I couldn't come up with a better solution.
If you want the subtotals for each identifier, you will need a Sumif for each identifier, that's why my first idea was a Pivot Table because it will automatically group the date for each identifier.
I hope you manage to get what you want for your meeting.
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
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