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Auto Summing number of Purchase Orders based on Customer's First Initial

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    Auto Summing number of Purchase Orders based on Customer's First Initial

    Hi All,

    I have list of customers and number of purchase orders they have placed. I am trying to see how many purchase orders my A customers (ABC Auto) have placed. I would like to do this for each letter, so all B, C, D, E.. customers. the reason being I need to assign customer service reps and I would like to base that off the alphabet so all customers that start with A would be assigned to customer service rep X. All customers that start with B to CSR Y and so on. But I want to make it balanced.

    Data I have

    Column A: Customer Name - 477 rows
    Column B: Number of purchases (100 ea. for example)

    Thanks!

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    Re: Auto Summing number of Purchase Orders based on Customer's First Initial

    It would help if you attached a sample Excel workbook, so we can see more clearly how you want to organise the results.

    To do this, follow the instructions given in the yellow banner at the top of the screen.

    Hope this helps.

    Pete

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    Re: Auto Summing number of Purchase Orders based on Customer's First Initial

    Please see attachement
    Attached Files Attached Files

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    Re: Auto Summing number of Purchase Orders based on Customer's First Initial

    You haven't shown how you want the results to be shown, but assuming you list A, B, C etc. in column D from D2 down, then you can use this formula in cell E2:

    =SUMIF(A$2:A$10,D2&"*",B$2:B$10)

    Copy this down as required.

    Hope this helps.

    Pete

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    Re: Auto Summing number of Purchase Orders based on Customer's First Initial

    Hi Pete, that is perfect! Thank you!!!

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    Re: Auto Summing number of Purchase Orders based on Customer's First Initial

    Glad to help.

    If that takes care of your original question, please take a moment to select Thread Tools from the menu above and to the right of your first post in this thread, and mark the thread as SOLVED.

    You might also like to know that you can directly thank those who have helped you by clicking on the small "star" icon located in the lower left corner of a post that you have found to be helpful (not just in this thread - for any post that has helped you). This also adds to the reputation of the poster (the small green bars in the poster's profile).

    Pete

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