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I am trying to figure out the total amount of donations by each individual
donor during last year. My spreadsheet records each gift on a separate line. Some donors have given once, others as much as 12 times. How can I create a formula that gives the sum of donation by each individual? Is sumif the correct formula to use? My spreadsheet has over 7000 rows! I've tried this formula =SUMIFS(O3:O7,D3:D7,"=*") (I've only tried a small range to test my formula) O3 to O7 is the column and range for the donation amount D3 to D7 is the last name column and "=*" was my attempt to condition the sum on similar last names. Because I have several donors with the same last name, would it be better to use their unique donor ID# to be a condition? -- Thank you, Tom Ferrin |
#2
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Consider using a Pivot Table. See:
http://peltiertech.com/Excel/Pivots/pivottables.htm -- Gary''s Student - gsnu200843 "tomferrin" wrote: I am trying to figure out the total amount of donations by each individual donor during last year. My spreadsheet records each gift on a separate line. Some donors have given once, others as much as 12 times. How can I create a formula that gives the sum of donation by each individual? Is sumif the correct formula to use? My spreadsheet has over 7000 rows! I've tried this formula =SUMIFS(O3:O7,D3:D7,"=*") (I've only tried a small range to test my formula) O3 to O7 is the column and range for the donation amount D3 to D7 is the last name column and "=*" was my attempt to condition the sum on similar last names. Because I have several donors with the same last name, would it be better to use their unique donor ID# to be a condition? -- Thank you, Tom Ferrin |
#3
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You will need some sort of helper column to determine whether last names are
similar, based upon some user defined (you) rule. -- __________________________________ HTH Bob "tomferrin" wrote in message ... I am trying to figure out the total amount of donations by each individual donor during last year. My spreadsheet records each gift on a separate line. Some donors have given once, others as much as 12 times. How can I create a formula that gives the sum of donation by each individual? Is sumif the correct formula to use? My spreadsheet has over 7000 rows! I've tried this formula =SUMIFS(O3:O7,D3:D7,"=*") (I've only tried a small range to test my formula) O3 to O7 is the column and range for the donation amount D3 to D7 is the last name column and "=*" was my attempt to condition the sum on similar last names. Because I have several donors with the same last name, would it be better to use their unique donor ID# to be a condition? -- Thank you, Tom Ferrin |
#4
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It would be better to use donor ID since this is your unique ID or
concatenate the name with the donor ID. After that, you will need to derive the unique IDs and construct the sum formulas or use a pivot table, which is the best option. Because I have several donors with the same last name, would it be better to use their unique donor ID# to be a condition? |
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