Funtion or Pivot Table?
 

I have a workbook with two sheets with customer names and receivable balances
from two different divisions. Some of the customers are the same on both
sheets. I would like to create a third sheet that will list all of
receivable balances from both sheets and combine the balances of any
customers that are the same in both sheets and then have the balances sorted
from highest to lowest.

I currently do this manually - is there a better way using functions? Would
pivot tables work?

Thanks for your help

Funtion or Pivot Table?
 

First I would do a Pivot table to summarize each customer and there balances
if you have them on the list more than once on each separate sheet.

Then make your third sheet with the same customers only once on the list. If
both list have the same customer spelled exactly the same on each or if they
have the same account # on each sheet then you can do a vlookup from both
Pivot tables to that third sheet. As long as you have a common cell on all
three sheets.

Not sure if you are familiar with Pivot table and Vlookups.

Hope that helps!

"Fletch" wrote:

I have a workbook with two sheets with customer names and receivable balances
from two different divisions. Some of the customers are the same on both
sheets. I would like to create a third sheet that will list all of
receivable balances from both sheets and combine the balances of any
customers that are the same in both sheets and then have the balances sorted
from highest to lowest.

I currently do this manually - is there a better way using functions? Would
pivot tables work?

Thanks for your help

Funtion or Pivot Table?
 

Thanks - I'm familiar with those functions. I think that will work. Is it
possible to have a pivot table automatically sort on a particular field?
It's not hard to click the sort button, but I wanted to reduce the number of
steps

"BSantos" wrote:

First I would do a Pivot table to summarize each customer and there balances
if you have them on the list more than once on each separate sheet.

Then make your third sheet with the same customers only once on the list. If
both list have the same customer spelled exactly the same on each or if they
have the same account # on each sheet then you can do a vlookup from both
Pivot tables to that third sheet. As long as you have a common cell on all
three sheets.

Not sure if you are familiar with Pivot table and Vlookups.

Hope that helps!

"Fletch" wrote:

I have a workbook with two sheets with customer names and receivable balances
from two different divisions. Some of the customers are the same on both
sheets. I would like to create a third sheet that will list all of
receivable balances from both sheets and combine the balances of any
customers that are the same in both sheets and then have the balances sorted
from highest to lowest.

I currently do this manually - is there a better way using functions? Would
pivot tables work?

Thanks for your help