Forum Discussion
shelbasaur
Nov 29, 2024Copper Contributor
How to count the total value of unique items
Hello! Hoping someone can help. I have a spreadsheet of data that lists projects that come to my team for review/approval. Every time a project comes to us, we are recording the project name, if it...
Kidd_Ip
Dec 02, 2024MVP
Please try this:
- Use a Helper Column to Identify Unique Projects:
- Add a new column to your data to create a unique identifier for each project at each stage. For example, concatenate the project name and stage.
- Formula: =A2 & "-" & D2 (assuming A2 is the project name and D2 is the stage).
- Remove Duplicates:
- Use Excel's Remove Duplicates feature on the helper column to filter out duplicate entries.
- Select the helper column, go to the Data tab, and click Remove Duplicates.
- Filter Approved Projects:
- Use the Filter feature to display only the approved projects.
- Select your data range, go to the Data tab, and click Filter. Then, filter the column that indicates approval status.
- Sum the Values:
- Use the SUMIFS function to calculate the total value of unique approved projects at each stage.
- Formula: =SUMIFS(C:C, B:B, "Approved", D:D, "L1") (assuming C is the value column, B is the approval status column, and D is the stage column).