Working with duplicates

TwinExcel

New Member
Joined
Sep 17, 2018
Messages
2
Good morning,

I'm hoping someone may be able to help. I have a list of invoices with amounts and applicable notes. Even though invoices and amounts are the same, there are multiple rows for each invoice because the notes are different. As a result, using the example below, when I pivot the data it shows the amount due on invoice ABC is $1,000, not $500. Is there a way to adjust the pivot somehow or a way to adjust the raw data. I don't simply want to remove duplicates bc I still want to see the note detail if drilling down to the detail in the pivot table?

Invoice Amount Note
ABC $500 1st Attempt
ABC $500 2nd Attempt

Thanks,
Jef
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
Can you add the "Note" field to Report Filter? then use the filter to filter for 1st Attempt?
 
Upvote 0
I'd probably just add a helper column on your data. It's especially easy the data is already sorted by Invoice.
Code:
=if(A2<>A1,B2,0)

Then you can simply sum by the helper column.
 
Upvote 0
Instead of using SUM in the Pivot Table functions, why not MAX?
 
Upvote 0

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