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January 2, 2020
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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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December 20, 2019
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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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