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consolidate customer totals |General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…consolidate customer totals
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consolidate customer totals
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Cindy Chaplin
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January 2, 2020 - 10:34 pm
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Hello Excel Experts, please assist with the following query. 

I receive a raw data report from our finance dept every month which I format for reporting purposes.  I have created a simplified version of it in the attached file.  I can sort the data to remove blanks, then sort into customer name/account number.  The number of units of each product sold is shown but I would also like to show the customer total created automatically.

Unfortunately I am not good at macros and formula, so if there is some simple data formatting method of doing this, I would really appreciate it.

Many thanks for your help.

CINDY

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Purfleet
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January 3, 2020 - 5:31 am
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Hi Cindy

Looking at your data the simplest way would be to create a pivot table and then drag in Customer Name and Product purchased - See sheet 2 on the attached.

You could also use Subtotal which is at the end of the ribbon on the data tab, this creates collapsable outlines at the side and takes a bit of getting used to - the wizard actually works out correctly what you want to do (sheet 3)

Either of these processes could be automated in VBA but i would say they are at the more advanced end of VBA and both process actually only take a couple of seconds.

Let me know how you get on

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Chris Yap
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January 3, 2020 - 11:41 pm
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Hi Cindy,

if you only want to show total product purchase,  just put your cursor inside the range, CTRL A,  home -> format as table.   From the Table tools, check on Total row

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Cindy Chaplin
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January 6, 2020 - 5:17 pm
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thank you both so much!  a simple pivot table did the trick!

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