Forum Discussion
Find matching values in column cells and the sum of of the cells in the rows of each matching cell
- Nov 16, 2018
Hi Bill,
The easiest way to do this is by using the PivotTable as the below screenshot:
To learn more about PivotTables, please check out this https://support.office.com/en-us/article/Create-a-PivotTable-to-analyze-worksheet-data-A9A84538-BFE9-40A9-A8E9-F99134456576 and https://www.excel-easy.com/data-analysis/pivot-tables.html.
Hope that helps
Hi Bill,
The easiest way to do this is by using the PivotTable as the below screenshot:
To learn more about PivotTables, please check out this https://support.office.com/en-us/article/Create-a-PivotTable-to-analyze-worksheet-data-A9A84538-BFE9-40A9-A8E9-F99134456576 and https://www.excel-easy.com/data-analysis/pivot-tables.html.
Hope that helps
This is SO helpful! Thank you! Here is a followup question. Do you know if there is a way to automatically delete from the first sheet the rows that have an aggregate value from Column B in the summary that have a value below a certain number? For example, if the threshold is "300" would it be possible to automatically delete the source data for Jim and Joe because their aggregated column B data is less than 300. I hope that makes sense.
Haytham Amairah wrote:Hi Bill,
The easiest way to do this is by using the PivotTable as the below screenshot:
To learn more about PivotTables, please check out this https://support.office.com/en-us/article/Create-a-PivotTable-to-analyze-worksheet-data-A9A84538-BFE9-40A9-A8E9-F99134456576 and https://www.excel-easy.com/data-analysis/pivot-tables.html.
Hope that helps
- Haytham AmairahNov 16, 2018Silver Contributor
Hi Bill,
You can easily filter out the aggregations that don't meet certain criteria as the below screenshot:
Regards,
Haytham
- Bill McDavidNov 16, 2018Copper Contributor
That is also helpful but I would ideally like to delete the source data. This is because in the end I need to go back to the source data and export 1 complete record (all fields from the source data) from each record shown on the filtered summary. Ideas?
- Haytham AmairahNov 16, 2018Silver Contributor
You can't delete the records in the source table that its aggregation is less than a certain threshold unless you use a Macro/VBA solution which it could be difficult!
But I have a fairly good and easy workaround for this case.
Before you create the PivotTable, please create another column in the source table that contains this formula:
=IF(SUMIF($A$2:$A$9,A2,$B$2:$B$9)>300,TRUE,FALSE)
Then filter out the FALSEs and copy the filtered table into a new worksheet as below:
After that, create a new PivotTable from the new source table as below:
Regards