Formulae to sum totals from duplicate references

fauxlidae

New Member
Joined
Sep 21, 2023
Messages
8
Office Version
  1. 365
Platform
  1. Windows
I'm trying to build some code that will scan a set of data in column F for a duplicate text reference and, once a duplicate is identified, will sum the associated number in column M of the same row. Each duplicate reference should be summed separately, i.e, a payment of £15 and a payment of £10, both with the duplicate reference 'Josh', need to be added together, and a payment of £7 and £9 for duplicate reference 'Sarah' need to be summed together in a separate total.

Column M also contains some N/A references, and the code needs to exclude these from any attempt to sum - i.e, if 'Josh' also has a row with N/A, then this musn't stop Excel from summing the £15 and £10.

Once these amounts are conjugated into a single row (i.e, a row where Josh has a total of £25), the individual rows that were added together need to be deleted.

1695301485831.png


I have some VBA knowledge, but it's quite basic and i'm not sure how to build up a multi-stage process like this.

Any help much appreciated!
 

Excel Facts

What is the shortcut key for Format Selection?
Ctrl+1 (the number one) will open the Format dialog for whatever is selected.
Simplest solution would be to change the N/A to 0 and use sumif
Unfortunately the N/A is an #N/A error generated by Excel - sorry, should have specified that! The result of a VLOOKUP not finding any data
 
Upvote 0
Group By in Power Query

Power Query:
let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Filtered Rows" = Table.SelectRows(Source, each ([Spend] <> "N/A")),
    #"Grouped Rows" = Table.Group(#"Filtered Rows", {"Customer reference"}, {{"Total", each List.Sum([Spend]), type number}})
in
    #"Grouped Rows"

Book11
ABCDE
2Customer referenceSpendCustomer referenceTotal
3Josh10Josh20
4Sarah7Sarah16
5Ryan12Ryan12
6JoshN/A
7Sarah9
8Josh10
Sheet1
 
Upvote 0
a different way to try it:

Mr excel questions 63.xlsm
ABCDEFG
1
2Customer ReferenceSpend
3Josh10Josh20
4Sarah7Sarah22
5Ryan12Ryan9
6Josh#N/A
7Sarah9
8Josh10
9
fauxlidae
Cell Formulas
RangeFormula
E3:E5E3=UNIQUE(B3:B8)
F3:F5F3=SUM(($B$3:$B$8=E3)*IF(ISNA(C3:C8),0,C3:C8))
C6C6=NA()
Dynamic array formulas.


This won't auto delete the rows when you get to 25. But you can use the rules for conditional formatting to highlight the rows.
 
Last edited:
Upvote 0

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