If cells in column "B" contain the same text (name), then add together corresponding values in the rows located in column "L"

cweaver

New Member
Joined
Jan 20, 2006
Messages
21
Office Version
  1. 365
Platform
  1. MacOS
I'm working on trying to add together invoice balances to create a TOTAL balance for each customer who hasn't paid their bills. So...

If cells in column "B" (customer name) contain the same text (same customer name), then add together corresponding values in the rows located in column "L"

P.S. I have 3,000+ rows in this excel, so I need to apply a formula to quickly give me total balances for all of these customers. THANK YOU! I LLOVE MR EXCEL!

Screenshot 2023-09-12 at 10.42.39 AM.png
 

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How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.
a pivot table will do that for you
OR
if you have a late version of excel maybe filter, unique , SUMIF()

Note: Images are difficult to see , and also requires that I input all the data myself, which means I may make an error, which is very time consuming, and from my point of view less likely to get a response, if a complicated spreadsheet. Plus we cannot see any of the formulas used.

Therefore -

A SMALL sample spreadsheet, around 10-20 rows, would help a lot here, with all sensitive data removed, and expected results mocked up and manually entered, with a few notes of explanation.

This will possibly enable a quicker and more accurate solution for you.

MrExcel has a tool called “XL2BB” that lets you post samples of your data and will allow us to copy/paste your sample data into our Excel spreadsheets, saving a lot of time.

You can also test to see if it works ok, in the "Test Here" forum.

OR if you cannot get XL2BB to work, or have restrictions on your PC

then put the sample spreadsheet onto a share

I only tend to goto OneDrive, Dropbox or google docs , as I'm never certain of other random share sites and possible virus.
Please make sure you have a representative data sample and also that the data has been desensitised, remember this site is open to anyone with internet access to see - so any sensitive / personal data should be removed

Make sure you set any share or google to share to everyone
 
Upvote 0
Hopefully this will help? Thank you!

Customer NameTech #Invoice #Invoice DateDivisionCurrent1-3031 - 6061 - 90> 90TOTAL
$10 SHOE STORE***27M
764259​
9/13/17AE0.00
0.00​
0.000.00145.00145.00
$10 SHOE STORE***75M
777640​
6/12/18AE0.00
0.00​
0.000.00145.00145.00
1 VERTICAL INC.***13M
844036​
10/18/22E0.00
0.00​
0.000.00831.98831.98
1 VERTICAL INC.***04M
853632​
8/12/22TAF0.00
0.00​
0.000.001642.501642.50
10$ SHOE STORE***77M
801459​
11/5/19AF0.00
0.00​
0.000.00151.00151.00
1237 24TH ST. OWNERS ASSOC.***04M
888527​
2/17/23AF0.00
0.00​
0.000.00245.00245.00
1237 24TH ST. OWNERS ASSOC.***10M
870193​
3/3/23AF0.00
0.00​
0.000.001250.001250.00
1237 24TH ST. OWNERS ASSOC.***08M
875227​
4/24/23S0.00
0.00​
0.000.001250.001250.00
1253 E. WASHINGTON LLC***38M
814024​
7/6/20AFB0.00
0.00​
0.000.00125.00125.00
1253 E. WASHINGTON LLC***38M
814025​
7/6/20AF0.00
0.00​
0.000.00125.00125.00
1253 E. WASHINGTON LLC***38M
817543​
10/1/20S0.00
0.00​
0.000.00149.50149.50
127 WEST SOCIAL HOUSE***244M
813784​
6/30/20E0.00
0.00​
0.000.00116.32116.32
127 WEST SOCIAL HOUSE***79M
853038​
8/26/22E0.00
0.00​
0.000.00136.81136.81
127 WEST SOCIAL HOUSE***79M
853039​
8/26/22F0.00
0.00​
0.000.00589.28589.28
 
Upvote 0
As long as the Customer Names are all grouped together, you can use the 'Subtotal' function to do what you want.
  1. On the Data tab, in the Outline group, click Subtotal. The Subtotal dialog box is displayed.
  2. In the At each change in box, select Customer Name
  3. In the Use function box, select Sum if it is not already there.
  4. In the Add to subtotal box, place a check mark beside Total
  5. Click 'OK'
 
Upvote 1
Solution
heres a summary - uses unique - so need to know your version of excel, worth adding to your profile

or a pivot table as shown

Book3
ABCDEFGHIJKLMNOPQRST
1aCustomer NameTech #Invoice #Invoice DateDivisionCurrentJan-3031 - 6061 - 90> 90TOTALNameTotalpivot table
2$10 SHOE STORE***27M7642599/13/17AE00.0000145145$10 SHOE STORE***290Row LabelsSum of TOTAL
3$10 SHOE STORE***75M77764012/6/18AE00.00001451451 VERTICAL INC.***2474.48$10 SHOE STORE***290
41 VERTICAL INC.***13M84403610/18/22E00.0000831.98831.9810$ SHOE STORE***1511 VERTICAL INC.***2474.48
51 VERTICAL INC.***04M85363212/8/22TAF00.00001642.51642.51237 24TH ST. OWNERS ASSOC.***274510$ SHOE STORE***151
610$ SHOE STORE***77M8014595/11/19AF00.00001511511253 E. WASHINGTON LLC***399.51237 24TH ST. OWNERS ASSOC.***2745
71237 24TH ST. OWNERS ASSOC.***04M8885272/17/23AF00.0000245245127 WEST SOCIAL HOUSE***842.411253 E. WASHINGTON LLC***399.5
81237 24TH ST. OWNERS ASSOC.***10M8701933/3/23AF00.000012501250127 WEST SOCIAL HOUSE***842.41
91237 24TH ST. OWNERS ASSOC.***08M8752274/24/23S00.000012501250Grand Total6902.39
101253 E. WASHINGTON LLC***38M8140246/7/20AFB00.0000125125
111253 E. WASHINGTON LLC***38M8140256/7/20AF00.0000125125
121253 E. WASHINGTON LLC***38M8175431/10/20S00.0000149.5149.5
13127 WEST SOCIAL HOUSE***244M8137846/30/20E00.0000116.32116.32
14127 WEST SOCIAL HOUSE***79M8530388/26/22E00.0000136.81136.81
15127 WEST SOCIAL HOUSE***79M8530398/26/22F00.0000589.28589.28
16
Sheet1
Cell Formulas
RangeFormula
O2:O7O2=UNIQUE(B2:B15)
P2:P7P2=SUMIF($B$2:$B$15,O2,$L$2:$L$15)
Dynamic array formulas.
 
Upvote 1
What version of Excel are you using?

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’)
 
Upvote 0
heres a summary - uses unique - so need to know your version of excel, worth adding to your profile

or a pivot table as shown

Book3
ABCDEFGHIJKLMNOPQRST
1aCustomer NameTech #Invoice #Invoice DateDivisionCurrentJan-3031 - 6061 - 90> 90TOTALNameTotalpivot table
2$10 SHOE STORE***27M7642599/13/17AE00.0000145145$10 SHOE STORE***290Row LabelsSum of TOTAL
3$10 SHOE STORE***75M77764012/6/18AE00.00001451451 VERTICAL INC.***2474.48$10 SHOE STORE***290
41 VERTICAL INC.***13M84403610/18/22E00.0000831.98831.9810$ SHOE STORE***1511 VERTICAL INC.***2474.48
51 VERTICAL INC.***04M85363212/8/22TAF00.00001642.51642.51237 24TH ST. OWNERS ASSOC.***274510$ SHOE STORE***151
610$ SHOE STORE***77M8014595/11/19AF00.00001511511253 E. WASHINGTON LLC***399.51237 24TH ST. OWNERS ASSOC.***2745
71237 24TH ST. OWNERS ASSOC.***04M8885272/17/23AF00.0000245245127 WEST SOCIAL HOUSE***842.411253 E. WASHINGTON LLC***399.5
81237 24TH ST. OWNERS ASSOC.***10M8701933/3/23AF00.000012501250127 WEST SOCIAL HOUSE***842.41
91237 24TH ST. OWNERS ASSOC.***08M8752274/24/23S00.000012501250Grand Total6902.39
101253 E. WASHINGTON LLC***38M8140246/7/20AFB00.0000125125
111253 E. WASHINGTON LLC***38M8140256/7/20AF00.0000125125
121253 E. WASHINGTON LLC***38M8175431/10/20S00.0000149.5149.5
13127 WEST SOCIAL HOUSE***244M8137846/30/20E00.0000116.32116.32
14127 WEST SOCIAL HOUSE***79M8530388/26/22E00.0000136.81136.81
15127 WEST SOCIAL HOUSE***79M8530398/26/22F00.0000589.28589.28
16
Sheet1
Cell Formulas
RangeFormula
O2:O7O2=UNIQUE(B2:B15)
P2:P7P2=SUMIF($B$2:$B$15,O2,$L$2:$L$15)
Dynamic array formulas.
Verision 16.76
 
Upvote 0
not sure what 16.76 office version is ... sorry , i think possibly office 2016 , means you dont have unique()
so a pivot table would be a easy option as shown in the xl2bb i posted
 
Upvote 0
not sure what 16.76 office version is ... sorry , i think possibly office 2016 , means you dont have unique()
so a pivot table would be a easy option as shown in the xl2bb i posted
Sorry office 365, It's Excel version 16.76
 
Upvote 0
ok, then you do have unique()
so can use the formula i posted - probably other as well
 
Upvote 0

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