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Auto-summing similar lines
I have a list of names and payments for each person. Most people are listed more than once. I am trying to auto sum each person so there's only one value person.
Any suggestions as to how to do this? example: Kendra $750.00 Kendra $375.00 Tyeisha $495.00 Tyeisha $247.50 Daniel $750.00 Daniel $750.00 Daniel $750.00 Joshua $750.00 Yolanda $750.00 Yolanda $750.00 Akiesha $750.00 Jessica $750.00 Jessica $750.00 Rodarial $750.00 Rodarial $750.00 |
Auto-summing similar lines
DataSubtotals
Make sure you have a Title for each column.........Name........Amount At each change in name.....sum.......add subtotal to........amount Click on the 2 from the 123 to see only each person's subtotal. Gord On Mon, 21 May 2012 19:39:22 +0000, AuditorLisa wrote: I have a list of names and payments for each person. Most people are listed more than once. I am trying to auto sum each person so there's only one value person. Any suggestions as to how to do this? example: Kendra $750.00 Kendra $375.00 Tyeisha $495.00 Tyeisha $247.50 Daniel $750.00 Daniel $750.00 Daniel $750.00 Joshua $750.00 Yolanda $750.00 Yolanda $750.00 Akiesha $750.00 Jessica $750.00 Jessica $750.00 Rodarial $750.00 Rodarial $750.00 |
Gord,
Thank you for your response. I'm having some trouble understanding what you are saying to do. I'm not an excell expert by any means so I apologize. Could you explain more how you are saying to do this? Quote:
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Auto-summing similar lines
Expert status not necessary to use DataSubtotals
Assuming your two columns are A and B Insert a row at top. In A1 enter the title......"name".........no quotes In B1 enter the title......"amount".......no quotes Select A1 On your main menu bar(or ribbon if using 2007 version of Excel) you will see Data. Click on that and select Subtotal. A dialog box will show..... First line is "at each change in"......you select "name" Second line is "use function".........you select "Sum" Third line is "add subtotal to"..........you select "amount" Keep or remove the checkmark in "Summary below data".........your choice. Click OK You will now have a new column at left of Column A Note the + and - signs............they are there for you to expand or collapse the list. Note the 123 across top of this new column. Click on 2 to see just the unique names and their totals. Play with 123 to see expansion or collapse of data. To remove the column and subtotals click on DataSubtotalsRemove All Gord On Tue, 22 May 2012 14:24:19 +0000, AuditorLisa wrote: Gord, Thank you for your response. I'm having some trouble understanding what you are saying to do. I'm not an excell expert by any means so I apologize. Could you explain more how you are saying to do this? 'Gord Dibben[_2_ Wrote: ;1601988']DataSubtotals Make sure you have a Title for each column.........Name........Amount At each change in name.....sum.......add subtotal to........amount Click on the 2 from the 123 to see only each person's subtotal. Gord On Mon, 21 May 2012 19:39:22 +0000, AuditorLisa wrote: - I have a list of names and payments for each person. Most people are listed more than once. I am trying to auto sum each person so there's only one value person. Any suggestions as to how to do this? example: Kendra $750.00 Kendra $375.00 Tyeisha $495.00 Tyeisha $247.50 Daniel $750.00 Daniel $750.00 Daniel $750.00 Joshua $750.00 Yolanda $750.00 Yolanda $750.00 Akiesha $750.00 Jessica $750.00 Jessica $750.00 Rodarial $750.00 Rodarial $750.00- |
Thank you Gord! You have seriously just saved me days and days of pointless work! I really appreciate it
Quote:
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Auto-summing similar lines
Good to hear you got sorted out.
Thanks for the feedback. Gord On Thu, 24 May 2012 14:09:42 +0000, AuditorLisa wrote: Thank you Gord! You have seriously just saved me days and days of pointless work! I really appreciate it 'Gord Dibben[_2_ Wrote: ;1602052']Expert status not necessary to use DataSubtotals Assuming your two columns are A and B Insert a row at top. In A1 enter the title......"name".........no quotes In B1 enter the title......"amount".......no quotes Select A1 On your main menu bar(or ribbon if using 2007 version of Excel) you will see Data. Click on that and select Subtotal. A dialog box will show..... First line is "at each change in"......you select "name" Second line is "use function".........you select "Sum" Third line is "add subtotal to"..........you select "amount" Keep or remove the checkmark in "Summary below data".........your choice. Click OK You will now have a new column at left of Column A Note the + and - signs............they are there for you to expand or collapse the list. Note the 123 across top of this new column. Click on 2 to see just the unique names and their totals. Play with 123 to see expansion or collapse of data. To remove the column and subtotals click on DataSubtotalsRemove All Gord On Tue, 22 May 2012 14:24:19 +0000, AuditorLisa wrote: - Gord, Thank you for your response. I'm having some trouble understanding what you are saying to do. I'm not an excell expert by any means so I apologize. Could you explain more how you are saying to do this? 'Gord Dibben[_2_ Wrote: - ;1601988']DataSubtotals Make sure you have a Title for each column.........Name........Amount At each change in name.....sum.......add subtotal to........amount Click on the 2 from the 123 to see only each person's subtotal. Gord On Mon, 21 May 2012 19:39:22 +0000, AuditorLisa wrote: -- I have a list of names and payments for each person. Most people are listed more than once. I am trying to auto sum each person so there's only one value person. Any suggestions as to how to do this? example: Kendra $750.00 Kendra $375.00 Tyeisha $495.00 Tyeisha $247.50 Daniel $750.00 Daniel $750.00 Daniel $750.00 Joshua $750.00 Yolanda $750.00 Yolanda $750.00 Akiesha $750.00 Jessica $750.00 Jessica $750.00 Rodarial $750.00 Rodarial $750.00---- |
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