Vba to sum values based on Customer ID

E

Elliottj2121

Board Regular
Joined
Apr 15, 2021
Messages
56
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
I have a dataset that has invoice information for customers. I am wondering if there is a way to add a "Total" line and sum the invoice amounts based on the customer number. each customer has a unique customer number. The top data set is an example of what I currently have, and the bottom data set is what I am looking for. Note that the customer number, Customer name, Contact and email also have to be in the total line. Thank you!


Customer #CustomerInv#DateAgeAmountPOContactEmail
100Alpha Company0110997106/07/202418$1854.55Alpha8Joealphaco@anymail.com
100Alpha Company0110997206/07/202418$1423.79Alpha8Joealphaco@anymail.com
100Alpha Company0110997306/07/202418$1187.33Alpha8Joealphaco@anymail.com
100Alpha Company0111025406/07/202418$324.82Alpha8Joealphaco@anymail.com
101Beta Inc.0111030606/07/202418$30.24Beta9MikeBeta@anymail.com
101Beta Inc.0111070606/11/202414$181.44Beta10MikeBeta@anymail.com
102Gamma LLC0110996806/12/202413$10015.19Gamma88PaulGamma@anymail.com
102Gamma LLC0111229006/13/202412$2451.80Gamma88PaulGamma@anymail.com
102Gamma LLC0241606006/03/202422$238.09Gamma101PaulGamma@anymail.com
102Gamma LLC0241664406/04/202421$602.47Gamma101PaulGamma@anymail.com
103Delta LLP0241606306/10/202415$853.17456123JohnDelta@anymail.com
Customer #CustomerInv#DateAgeAmountPOContactEmail
100Alpha Company0110997106/07/202418$1854.55Alpha8Joealphaco@anymail.com
100Alpha Company0110997206/07/202418$1423.79Alpha8Joealphaco@anymail.com
100Alpha Company0110997306/07/202418$1187.33Alpha8Joealphaco@anymail.com
100Alpha Company0111025406/07/202418$324.82Alpha8Joealphaco@anymail.com
100Alpha CompanyTOTAL$4790.49Joealphaco@anymail.com
101Beta Inc.0111030606/07/202418$30.24Beta9MikeBeta@anymail.com
101Beta Inc.0111070606/11/202414$181.44Beta10MikeBeta@anymail.com
101Beta Inc.TOTAL$211.68MikeBeta@anymail.com
102Gamma LLC0110996806/12/202413$10015.19Gamma88PaulGamma@anymail.com
102Gamma LLC0111229006/13/202412$2451.80Gamma88PaulGamma@anymail.com
102Gamma LLC0241606006/03/202422$238.09Gamma101PaulGamma@anymail.com
102Gamma LLC0241664406/04/202421$602.47Gamma101PaulGamma@anymail.com
102Gamma LLCTOTAL$13307.55PaulGamma@anymail.com
103Delta LLP0241606306/10/202415$853.17456123PaulDelta@anymail.com
103Delta LLPTOTAL$853.17Delta@anymail.com
 

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I don't recommend adding summary rows in your dataset. If you ever want to filter or summarize the values, it'll make it hard to do so. Maybe something like this

Book1
ABCDEFGHIJ
1Customer #CustomerInv#DateAgeAmountPOContactEmail Total
2100Alpha Company11099716/7/2024181854.55Alpha8Joealphaco@anymail.com 
3100Alpha Company11099726/7/2024181423.79Alpha8Joealphaco@anymail.com 
4100Alpha Company11099736/7/2024181187.33Alpha8Joealphaco@anymail.com 
5100Alpha Company11102546/7/202418324.82Alpha8Joealphaco@anymail.com4,790.49
6101Beta Inc.11103066/7/20241830.24Beta9MikeBeta@anymail.com 
7101Beta Inc.11107066/11/202414181.44Beta10MikeBeta@anymail.com211.68
8102Gamma LLC11099686/12/20241310015.19Gamma88PaulGamma@anymail.com 
9102Gamma LLC11122906/13/2024122451.8Gamma88PaulGamma@anymail.com 
10102Gamma LLC24160606/3/202422238.09Gamma101PaulGamma@anymail.com 
11102Gamma LLC24166446/4/202421602.47Gamma101PaulGamma@anymail.com13,307.55
12103Delta LLP24160636/10/202415853.17456123JohnDelta@anymail.com853.17
Sheet1
Cell Formulas
RangeFormula
J2:J12J2=IF(A2<>A3,SUMIFS(F$1:F2,A$1:A2,A2),"")
 
Upvote 0
Solution
Jeffrey Mahoney said:
I don't recommend adding summary rows in your dataset. If you ever want to filter or summarize the values, it'll make it hard to do so. Maybe something like this

Book1
ABCDEFGHIJ
1Customer #CustomerInv#DateAgeAmountPOContactEmail Total
2100Alpha Company11099716/7/2024181854.55Alpha8Joealphaco@anymail.com 
3100Alpha Company11099726/7/2024181423.79Alpha8Joealphaco@anymail.com 
4100Alpha Company11099736/7/2024181187.33Alpha8Joealphaco@anymail.com 
5100Alpha Company11102546/7/202418324.82Alpha8Joealphaco@anymail.com4,790.49
6101Beta Inc.11103066/7/20241830.24Beta9MikeBeta@anymail.com 
7101Beta Inc.11107066/11/202414181.44Beta10MikeBeta@anymail.com211.68
8102Gamma LLC11099686/12/20241310015.19Gamma88PaulGamma@anymail.com 
9102Gamma LLC11122906/13/2024122451.8Gamma88PaulGamma@anymail.com 
10102Gamma LLC24160606/3/202422238.09Gamma101PaulGamma@anymail.com 
11102Gamma LLC24166446/4/202421602.47Gamma101PaulGamma@anymail.com13,307.55
12103Delta LLP24160636/10/202415853.17456123JohnDelta@anymail.com853.17
Sheet1
Cell Formulas
RangeFormula
J2:J12J2=IF(A2<>A3,SUMIFS(F$1:F2,A$1:A2,A2),"")
Click to expand...
I will never need to summarize or filter values. I have another macro that takes each customer's values and makes a table in an outlook email to send to the customer. I just need a total of each customers invoices to be on that email somewhere. So this will work fine.
 
Upvote 0
You can also use Pivot table.
Book1
ABCDEFGHIJKL
1Customer #CustomerInv#DateAgeAmountPOContactEmail Row LabelsSum of Amount
2100Alpha Company110997145450181854.55Alpha8Joealphaco@anymail.com1004790.49
3100Alpha Company110997245450181423.79Alpha8Joealphaco@anymail.com101211.68
4100Alpha Company110997345450181187.33Alpha8Joealphaco@anymail.com10213307.55
5100Alpha Company11102544545018324.82Alpha8Joealphaco@anymail.com103853.17
6101Beta Inc.1110306454501830.24Beta9MikeBeta@anymail.comGrand Total19162.89
7101Beta Inc.11107064545414181.44Beta10MikeBeta@anymail.com
8102Gamma LLC1109968454551310015.19Gamma88PaulGamma@anymail.com
9102Gamma LLC111229045456122451.8Gamma88PaulGamma@anymail.com
10102Gamma LLC24160604544622238.09Gamma101PaulGamma@anymail.com
11102Gamma LLC24166444544721602.47Gamma101PaulGamma@anymail.com
12103Delta LLP24160634545315853.17456123JohnDelta@anymail.com
Sheet3
 
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