I found an answer similar to my question on these boards. However, my data is setup differently and I wasn't getting the results I needed.
My data in Excel looks like the following:
ParcelNumber BillNumber OwnerName Code Year DollarAmount
111222 9117222 Smith, Bill 22 2013 $999
111222 9117222 Smith, Bill 22 2013 $276
111222 9117222 Smith, Bill 22 2013 $100
111223 9110001 Tan, Steve 22 2013 $96
111223 9110001 Tan, Steve 22 2013 $12
111224 9112396 Bishop, John 22 2013 $126
111225 9113333 Fidel, Jason 22 2013 $990
I need to do the following:
For all of the Parcel numbers that are the same, total up the Dollar amount and consolidate one one line per parcel number. The output would look like this:
ParcelNumber BillNumber OwnerName Code Year DollarAmount
111222 9117222 Smith, Bill 20 2013 $1375
111223 9110001 Tan, Steve 20 2013 $108
111224 9112396 Bishop, John 20 2013 $126
111225 9113333 Fidel, Jason 20 2013 $990
Thank you very much.
Warning: Quite a lot of images coming...
Okay, select your entire table and go to Insert
> PivotTable
and click OK
in the wizard.
Click, drag and drop all the fields but the last one from the right pane to the box in the lower left. The last field goes in the box in the lower right. You should get something like this:
Go to PivotTable Design
and in Layout
, pick Show in Tabular Form
and Do not show subtotals
.
And you should be done! You can copy the information you need to another sheet as required.
If the amounts aren't displaying properly, make sure that the calculation is "Sum" and not "Count". You get "Count" as default if there is a non-numeric cell in the column you are pivoting. To change the calculation, simply right click on any number in the pivot table, go to 'Summarize data by' and check 'Sum'.
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