It seems very difficult to accomplish what am after with builtin Consolidate
or PivotTable tools...they work to accumulate (say) totals on numeric data
for matching areas but aren't so helpful to try to actually summarize a data
table with related subsections by an ID to produce a new sheet that is the
SUM() of the related numeric values but also contains the other, non-numeric
data of the worksheet...

Example

Investment Pool 1
Fund Name CorpusValue CurrentValue SomePertinentComments
DonorA XXX YYY Fund is for ...
DonorB XXX YYY Fund is for ...
DonorC XXX YYY Fund is for ...
DonorD XXX YYY Fund is for ...
DonorE XXX YYY Fund is for ...
DonorF XXX YYY Fund is for ...
Total Pool1 SSS SSS

Investment Pool 2
Fund Name CorpusValue CurrentValue SomePertinentComments
DonorC XXX YYY Fund is for ...
DonorE XXX YYY Fund is for ...
DonorG XXX YYY Fund is for ...
DonorH XXX YYY Fund is for ...
Total Pool2 SSS SSS

Investment Pool 3
Fund Name CorpusValue CurrentValue SomePertinentComments
...
DonorQ XXX YYY Fund is for ...
Total Pool3 SSS SSS

Grand Total SSS SSS

As can be observed, there are Funds of Donors C and E in both Pools 1 and 2;
for accounting reasons these must be kept independently but it is also needed
to combine the totals for each unique fund; as noted a pivot table can (with
effort) be set up to do the numbers but it isn't able to bring over the
non-numeric field associated with the first appearance of the particular
donor and thus automagically build the other worksheet.

Is there any clever way to accomplish this other than VBA or tedious
VLOOKUP() kinds of things? Actually, VBA is probably not _too_ bad if one
knows anything useful of syntax...that leaves me mostly out, I can write a
MATLAB external processor in a couple minutes, but the Foundation doesn't
have MATLAB at hand...

I've tried several passes at it with pivot tables and consolidate this
afternoon; come up lacking so far, hence the question.

Did you try it using SUMIF()?

--
Garry

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