Multiple column Balance Summarization

casexcel

New Member
Joined
Nov 29, 2007
Messages
21
I have over 6000 rows of data. I have sorted it so each person has 2 lines of data that need to be added together. Each cust has 2 rows of data that need to be combined, but I need it to return the information in each column

Row 1 (Col A - D) = Headers

A Cust No B Name C Type D Balance

1000 Jane Doe Silver $10.15
1000 Jane Doe Silver $599.07
2000 Jim Smith Gold $130.05
2000 Jim Smith Gold $379.34
3000 Joe Go Platinum $37.95
3000 Joe Go Platinum $397.03

I need the end result to look like:

A Cust No B Name C Type D Balance

1000 Jane Doe Silver $609.22
2000 Jim Smith Gold $509.39
3000 Joe Go Platinum $434.39

I can't get the consolidate to work and bring back all the original information.

What is the easiest way to do this?
Catherine
 
Last edited:

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How about


Excel 2013/2016
ABCDEFGH
1Cust NoNameTypeBalance
21000Jane doeSilver10.151000Jane doe609.22
31000Jane doeSilver599.072000Jim Smith509.39
42000Jim SmithGold130.053000Joe Go434.98
52000Jim SmithGold379.34
63000Joe GoPlatinum37.95
73000Joe GoPlatinum397.03
Output
Cell Formulas
RangeFormula
G2=INDEX(B$2:B7,MATCH($F2,$A$2:$A$7,0))
H2=SUMPRODUCT(--($A$2:$A$7=$F2),($D$2:$D$7))
F2{=INDEX(A$2:A$7,MATCH(0,COUNTIF(F$1:F1,A$2:A$7),0))}
Press CTRL+SHIFT+ENTER to enter array formulas.
 
Upvote 0
another way:

with PivotTable or PowerQuery

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Column1[/td][td=bgcolor:#5B9BD5]Column2[/td][td=bgcolor:#5B9BD5]Column3[/td][td=bgcolor:#5B9BD5]Column4[/td][td][/td][td]PivotTable[/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
1000​
[/td][td=bgcolor:#DDEBF7]Jane Doe[/td][td=bgcolor:#DDEBF7]Silver[/td][td=bgcolor:#DDEBF7]
10.15​
[/td][td][/td][td=bgcolor:#DDEBF7]Column1[/td][td=bgcolor:#DDEBF7]Column2[/td][td=bgcolor:#DDEBF7]Column3[/td][td=bgcolor:#DDEBF7]Sum of Column4[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
1000​
[/td][td]Jane Doe[/td][td]Silver[/td][td]
599.07​
[/td][td][/td][td]
1000
[/td][td]Jane Doe[/td][td]Silver[/td][td]
609.22​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
2000​
[/td][td=bgcolor:#DDEBF7]Jim Smith[/td][td=bgcolor:#DDEBF7]Gold[/td][td=bgcolor:#DDEBF7]
130.05​
[/td][td][/td][td]
2000
[/td][td]Jim Smith[/td][td]Gold[/td][td]
509.39​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
2000​
[/td][td]Jim Smith[/td][td]Gold[/td][td]
379.34​
[/td][td][/td][td]
3000
[/td][td]Joe Go[/td][td]Platinum[/td][td]
434.98​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]
3000​
[/td][td=bgcolor:#DDEBF7]Joe Go[/td][td=bgcolor:#DDEBF7]Platinum[/td][td=bgcolor:#DDEBF7]
37.95​
[/td][td][/td][td=bgcolor:#DDEBF7]Grand Total[/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7][/td][td=bgcolor:#DDEBF7]
1553.59
[/td][/tr]

[tr=bgcolor:#FFFFFF][td]
3000​
[/td][td]Joe Go[/td][td]Platinum[/td][td]
397.03​
[/td][td][/td][td][/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td]PowerQuery[/td][td][/td][td][/td][td][/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#70AD47]Column1[/td][td=bgcolor:#70AD47]Column2[/td][td=bgcolor:#70AD47]Column3[/td][td=bgcolor:#70AD47]Sum[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#E2EFDA]
1000​
[/td][td=bgcolor:#E2EFDA]Jane Doe[/td][td=bgcolor:#E2EFDA]Silver[/td][td=bgcolor:#E2EFDA]
609.22​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td]
2000​
[/td][td]Jim Smith[/td][td]Gold[/td][td]
509.39​
[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td][/td][td=bgcolor:#E2EFDA]
3000​
[/td][td=bgcolor:#E2EFDA]Joe Go[/td][td=bgcolor:#E2EFDA]Platinum[/td][td=bgcolor:#E2EFDA]
434.98​
[/td][/tr]
[/table]


i forgot about headers but this is cosmetic issue
 
Last edited:
Upvote 0

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