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Combine and Sum full lines?

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  1. #1
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    Combine and Sum full lines?

    I have the following example

    1) Jim | Customer A | 2014 Sales | 375|
    2) Jim | Customer B | 2013 Sales | 125|
    3) Jim | Customer A | 2014 Sales | 500|

    so, I basically have sales info, some having been entered multiple but unique times for a years reporting. I want to clean up my worksheet, to in the above example, make it look like:

    1) Jim | Customer A | 2014 Sales | 875|
    2) Jim | Customer B | 2013 Sales | 125|

    I have a lot of these on my project, so the simpler to replicate the better. Running Excel 2013. Thanks!

  2. #2
    Administrator FDibbins's Avatar
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    Re: Combine and Sum full lines?

    Hi, welcome to the forum

    I would do this with a helper column (I used F), with this, copied down...
    =IF(COUNTIFS($A$2:A2,A2,$C$2:C2,C2)>1,"",SUMIFS($E$2:$E$4,$A$2:$A$4,A2,$C$2:$C$4,C2))
    As you can see, I only used Name and Year, but you can add extra criteria for Customer and/or "type" if you want

    Then, once you have that, copy/paste values over those formulas.
    Apply Filters and filter F to show only blanks
    delete what shows
    Remove filters and you will be left with your totals
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    Regards
    Ford

  3. #3
    Administrator FDibbins's Avatar
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    Re: Combine and Sum full lines?

    Another way would be to use a Pivot Table

    Use Name and Year (and whatever else you want) as row lables
    Use Amount in Values

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    Re: Combine and Sum full lines?

    Thank you, I will see if I can use a Pivot Table. I'm somewhat an Excel novice, but learning fast. It's hard to believe that Excel doesn't have a 'combine row 3 into row 1 and add the column values' kind of function. And then auto delete row 3. Thanks again for your quick reply.

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    Administrator FDibbins's Avatar
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    Re: Combine and Sum full lines?

    Quote Originally Posted by blkdymnd View Post
    Thank you, I will see if I can use a Pivot Table. I'm somewhat an Excel novice, but learning fast. It's hard to believe that Excel doesn't have a 'combine row 3 into row 1 and add the column values' kind of function. And then auto delete row 3. Thanks again for your quick reply.
    Yes, I know, right? And it doesnt make coffee either

    just kidding

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