How to create excel table with UNIQUE transactions?

Hello User2103,
You could try using a PivotTable. Here's how:

1. Create a PivotTable:

   • Select the entire data (including headers).
   • Go to Insert > PivotTable.
   • In the Create PivotTable dialog box, choose New Worksheet and click OK.

2. Set up the PivotTable:

   • Drag Client Name and Client ID to the Rows area.
   • Drag Invoice Number and Amount to the Values area.
   • For Amount, click on the drop-down arrow, select Value Field Settings, and choose Sum.
   • This will give you a new sheet with unique clients and the total of their invoices.
3. Sort the transactions:

• Go back to your original data sheet.
• Select the entire data (including headers).
• Go to Data > Sort.
• In the Sort dialog box, sort by Client Name and then by Amount in descending order.

This will sort all transactions allocated to each client in descending order of the amount.