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How to sum balances that have same SSN/EIN???

  1. #1
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    How to sum balances that have same SSN/EIN???

    Hi there, I have a list of about 350,000 records that have balances & customers SSN. Well some customers have more than one record attached to their SSN. So is there a way I can sum up all the balances under the same EIN that are greater than zero??? Some customers have a negative balance. Don't want to include those.
    Last edited by jgomez; 01-25-2012 at 12:13 PM.

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    Forum Expert NBVC's Avatar
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    Re: How to sum balances that have same SSN/EIN???

    You can use SUMIFS in XL2007+ or SUMPRODUCT in all versions.

    e.g.

    =SUMIFS($C$1:$C$100,$A$1:$A$100,"102103104",$C$1:$C$100,">0")

    or

    =SUMPRODUCT($C$1:$C$100,--($A$1:$A$100="102103104"),--($C$1:$C$100>0))

    where A1:A100 contain the SSN numbers (text format), if they are number format, remove quotes around the number. And C1:C100 contain the numbers to sum

    Note: Replace the "102103104" with a cell reference, if you want to copy down formula to reference different SSN
    Where there is a will there are many ways.

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  3. #3
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    Re: How to sum balances that have same SSN/EIN???

    Thank you... didnt have a chance to test it out until today. Been bombarded with work!

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