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sum or subtotl

  1. #1
    klafert
    Guest

    sum or subtotl

    I have a spreadsheet like the example below:

    Cust. Id ref # Total inv paid amout Inv# Indv.
    invoice amt.

    james ck# 123 500 101 250
    james ck # 123 500 102 100
    james ck # 123 500 103 150
    Mary /r123 205 134 205
    joe visa234 250 101 125
    joe visa234 250 102 125


    What I would like to do is subtotal or add the indivial invoice amount on
    the change of reference # for each customer with a formula or function. This
    is going to be imported into an accounting program using Excel .csv file.


  2. #2
    Bob Phillips
    Guest

    Re: sum or subtotl

    Data>:Subtotals should be the simplest.

    --
    HTH

    Bob Phillips

    (replace somewhere in email address with gmail if mailing direct)

    "klafert" <klafert@discussions.microsoft.com> wrote in message
    news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > I have a spreadsheet like the example below:
    >
    > Cust. Id ref # Total inv paid amout Inv# Indv.
    > invoice amt.
    >
    > james ck# 123 500 101 250
    > james ck # 123 500 102 100
    > james ck # 123 500 103 150
    > Mary /r123 205 134

    205
    > joe visa234 250 101

    125
    > joe visa234 250 102

    125
    >
    >
    > What I would like to do is subtotal or add the indivial invoice amount on
    > the change of reference # for each customer with a formula or function.

    This
    > is going to be imported into an accounting program using Excel .csv file.
    >




  3. #3
    klafert
    Guest

    Re: sum or subtotl

    I want the formula to put the total of the Individual invoices in the Total
    Invoices Paid per reference per customer.




    "Bob Phillips" wrote:

    > Data>:Subtotals should be the simplest.
    >
    > --
    > HTH
    >
    > Bob Phillips
    >
    > (replace somewhere in email address with gmail if mailing direct)
    >
    > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > > I have a spreadsheet like the example below:
    > >
    > > Cust. Id ref # Total inv paid amout Inv# Indv.
    > > invoice amt.
    > >
    > > james ck# 123 500 101 250
    > > james ck # 123 500 102 100
    > > james ck # 123 500 103 150
    > > Mary /r123 205 134

    > 205
    > > joe visa234 250 101

    > 125
    > > joe visa234 250 102

    > 125
    > >
    > >
    > > What I would like to do is subtotal or add the indivial invoice amount on
    > > the change of reference # for each customer with a formula or function.

    > This
    > > is going to be imported into an accounting program using Excel .csv file.
    > >

    >
    >
    >


  4. #4
    Bob Phillips
    Guest

    Re: sum or subtotl

    You can do that with subtotals, on a new line of course.

    --
    HTH

    Bob Phillips

    (replace somewhere in email address with gmail if mailing direct)

    "klafert" <klafert@discussions.microsoft.com> wrote in message
    news:869F825A-4538-4895-AD5E-1CD452A55FBE@microsoft.com...
    > I want the formula to put the total of the Individual invoices in the

    Total
    > Invoices Paid per reference per customer.
    >
    >
    >
    >
    > "Bob Phillips" wrote:
    >
    > > Data>:Subtotals should be the simplest.
    > >
    > > --
    > > HTH
    > >
    > > Bob Phillips
    > >
    > > (replace somewhere in email address with gmail if mailing direct)
    > >
    > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > > > I have a spreadsheet like the example below:
    > > >
    > > > Cust. Id ref # Total inv paid amout Inv# Indv.
    > > > invoice amt.
    > > >
    > > > james ck# 123 500 101

    250
    > > > james ck # 123 500 102

    100
    > > > james ck # 123 500 103

    150
    > > > Mary /r123 205 134

    > > 205
    > > > joe visa234 250 101

    > > 125
    > > > joe visa234 250 102

    > > 125
    > > >
    > > >
    > > > What I would like to do is subtotal or add the indivial invoice amount

    on
    > > > the change of reference # for each customer with a formula or

    function.
    > > This
    > > > is going to be imported into an accounting program using Excel .csv

    file.
    > > >

    > >
    > >
    > >




  5. #5
    klafert
    Guest

    Re: sum or subtotl

    That is what I need to know - I been using the subtotal off the menu not the
    command. Does that mean I have to enter the cell range for each reference
    cause if I do this defeat the purpose. I have 1800 lines. I use the countif
    and figure there is a SumIf - which there is but I cant seem to get it
    correct. I have it calucating for the count but... Can you give me the
    subtotal command or the correct syntext for sumif?

    "Bob Phillips" wrote:

    > You can do that with subtotals, on a new line of course.
    >
    > --
    > HTH
    >
    > Bob Phillips
    >
    > (replace somewhere in email address with gmail if mailing direct)
    >
    > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > news:869F825A-4538-4895-AD5E-1CD452A55FBE@microsoft.com...
    > > I want the formula to put the total of the Individual invoices in the

    > Total
    > > Invoices Paid per reference per customer.
    > >
    > >
    > >
    > >
    > > "Bob Phillips" wrote:
    > >
    > > > Data>:Subtotals should be the simplest.
    > > >
    > > > --
    > > > HTH
    > > >
    > > > Bob Phillips
    > > >
    > > > (replace somewhere in email address with gmail if mailing direct)
    > > >
    > > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > > news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > > > > I have a spreadsheet like the example below:
    > > > >
    > > > > Cust. Id ref # Total inv paid amout Inv# Indv.
    > > > > invoice amt.
    > > > >
    > > > > james ck# 123 500 101

    > 250
    > > > > james ck # 123 500 102

    > 100
    > > > > james ck # 123 500 103

    > 150
    > > > > Mary /r123 205 134
    > > > 205
    > > > > joe visa234 250 101
    > > > 125
    > > > > joe visa234 250 102
    > > > 125
    > > > >
    > > > >
    > > > > What I would like to do is subtotal or add the indivial invoice amount

    > on
    > > > > the change of reference # for each customer with a formula or

    > function.
    > > > This
    > > > > is going to be imported into an accounting program using Excel .csv

    > file.
    > > > >
    > > >
    > > >
    > > >

    >
    >
    >


  6. #6
    Bob Phillips
    Guest

    Re: sum or subtotl

    No, select all the columns to be encompassed. goto Data>Subtotals, select
    the column to break on in 'At each change in', make sure that the 'Use
    function' is Sum, and set column to be subtotalled in 'Add subtotal to'.

    --
    HTH

    Bob Phillips

    (replace somewhere in email address with gmail if mailing direct)

    "klafert" <klafert@discussions.microsoft.com> wrote in message
    news:11902152-C994-43CE-A290-B86AD31FBDE4@microsoft.com...
    > That is what I need to know - I been using the subtotal off the menu not

    the
    > command. Does that mean I have to enter the cell range for each reference
    > cause if I do this defeat the purpose. I have 1800 lines. I use the

    countif
    > and figure there is a SumIf - which there is but I cant seem to get it
    > correct. I have it calucating for the count but... Can you give me the
    > subtotal command or the correct syntext for sumif?
    >
    > "Bob Phillips" wrote:
    >
    > > You can do that with subtotals, on a new line of course.
    > >
    > > --
    > > HTH
    > >
    > > Bob Phillips
    > >
    > > (replace somewhere in email address with gmail if mailing direct)
    > >
    > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > news:869F825A-4538-4895-AD5E-1CD452A55FBE@microsoft.com...
    > > > I want the formula to put the total of the Individual invoices in the

    > > Total
    > > > Invoices Paid per reference per customer.
    > > >
    > > >
    > > >
    > > >
    > > > "Bob Phillips" wrote:
    > > >
    > > > > Data>:Subtotals should be the simplest.
    > > > >
    > > > > --
    > > > > HTH
    > > > >
    > > > > Bob Phillips
    > > > >
    > > > > (replace somewhere in email address with gmail if mailing direct)
    > > > >
    > > > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > > > news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > > > > > I have a spreadsheet like the example below:
    > > > > >
    > > > > > Cust. Id ref # Total inv paid amout Inv#

    Indv.
    > > > > > invoice amt.
    > > > > >
    > > > > > james ck# 123 500 101

    > > 250
    > > > > > james ck # 123 500 102

    > > 100
    > > > > > james ck # 123 500 103

    > > 150
    > > > > > Mary /r123 205 134
    > > > > 205
    > > > > > joe visa234 250 101
    > > > > 125
    > > > > > joe visa234 250 102
    > > > > 125
    > > > > >
    > > > > >
    > > > > > What I would like to do is subtotal or add the indivial invoice

    amount
    > > on
    > > > > > the change of reference # for each customer with a formula or

    > > function.
    > > > > This
    > > > > > is going to be imported into an accounting program using Excel

    ..csv
    > > file.
    > > > > >
    > > > >
    > > > >
    > > > >

    > >
    > >
    > >




  7. #7
    klafert
    Guest

    Re: sum or subtotl

    Well thanks anyway but I was trying to avoic going to each line. It would be
    pretty much the same thing as just suming up each line. I still have to edit
    it. I know there is a simplier way. I pretty certain I should use the SUMIF
    function but not getting the format. This is taking to long to figure out
    will do it manually. I used the countIf and it did it in 5 minutes and didnt
    have to go to every line. Just put in the formula - did fill down and was
    done.

    "Bob Phillips" wrote:

    > No, select all the columns to be encompassed. goto Data>Subtotals, select
    > the column to break on in 'At each change in', make sure that the 'Use
    > function' is Sum, and set column to be subtotalled in 'Add subtotal to'.
    >
    > --
    > HTH
    >
    > Bob Phillips
    >
    > (replace somewhere in email address with gmail if mailing direct)
    >
    > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > news:11902152-C994-43CE-A290-B86AD31FBDE4@microsoft.com...
    > > That is what I need to know - I been using the subtotal off the menu not

    > the
    > > command. Does that mean I have to enter the cell range for each reference
    > > cause if I do this defeat the purpose. I have 1800 lines. I use the

    > countif
    > > and figure there is a SumIf - which there is but I cant seem to get it
    > > correct. I have it calucating for the count but... Can you give me the
    > > subtotal command or the correct syntext for sumif?
    > >
    > > "Bob Phillips" wrote:
    > >
    > > > You can do that with subtotals, on a new line of course.
    > > >
    > > > --
    > > > HTH
    > > >
    > > > Bob Phillips
    > > >
    > > > (replace somewhere in email address with gmail if mailing direct)
    > > >
    > > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > > news:869F825A-4538-4895-AD5E-1CD452A55FBE@microsoft.com...
    > > > > I want the formula to put the total of the Individual invoices in the
    > > > Total
    > > > > Invoices Paid per reference per customer.
    > > > >
    > > > >
    > > > >
    > > > >
    > > > > "Bob Phillips" wrote:
    > > > >
    > > > > > Data>:Subtotals should be the simplest.
    > > > > >
    > > > > > --
    > > > > > HTH
    > > > > >
    > > > > > Bob Phillips
    > > > > >
    > > > > > (replace somewhere in email address with gmail if mailing direct)
    > > > > >
    > > > > > "klafert" <klafert@discussions.microsoft.com> wrote in message
    > > > > > news:2302ED9E-6789-40CD-A6D0-A5F5F7B0035B@microsoft.com...
    > > > > > > I have a spreadsheet like the example below:
    > > > > > >
    > > > > > > Cust. Id ref # Total inv paid amout Inv#

    > Indv.
    > > > > > > invoice amt.
    > > > > > >
    > > > > > > james ck# 123 500 101
    > > > 250
    > > > > > > james ck # 123 500 102
    > > > 100
    > > > > > > james ck # 123 500 103
    > > > 150
    > > > > > > Mary /r123 205 134
    > > > > > 205
    > > > > > > joe visa234 250 101
    > > > > > 125
    > > > > > > joe visa234 250 102
    > > > > > 125
    > > > > > >
    > > > > > >
    > > > > > > What I would like to do is subtotal or add the indivial invoice

    > amount
    > > > on
    > > > > > > the change of reference # for each customer with a formula or
    > > > function.
    > > > > > This
    > > > > > > is going to be imported into an accounting program using Excel

    > ..csv
    > > > file.
    > > > > > >
    > > > > >
    > > > > >
    > > > > >
    > > >
    > > >
    > > >

    >
    >
    >


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