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Need to group data by Referral, then grouped by Client Code, show total balance

  1. #1
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    Need to group data by Referral, then grouped by Client Code, show total balance

    Hi Everyone,

    I would greatly appreciate your help. I have a spreadsheet with 2000 rows of account records. I need to group them by the Referral field, then by Client Code, and show all records with the total balance for each client, in descending order. The client with the highest balance in each Referral group would be displayed first, the second highest balance, listed second, and so on.

    I've tried doing this with a pivot table but I haven't been successful. I would appreciate some advice on how to achieve this with step by step instructions.

    I have attached a sample file.

    Thank you kindly,
    Tess
    Attached Files Attached Files

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    Re: Need to group data by Referral, then grouped by Client Code, show total balance

    You do not need pivot table. Can do by adding a column with this formula:
    Formula: copy to clipboard
    Please Login or Register  to view this content.

    Put in cell F2 then copy down

    To avoid making ranges dynamic, each range is set from row 2 to row 1000. If you are likely to have more than 1000 rows , then increase each of the 3 ranges to make sure you are always within the ranges specified.

    The formula calculates the Total value by client by referral.

    Sort your table first by "referral" and then by the column F "Total" (descending) and that gives you what you need

    (modified workbook attached)
    Attached Files Attached Files
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    When your issue has been resolved don't forget to mark the thread SOLVED (click Thread Tools at top of thread)

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    Re: Need to group data by Referral, then grouped by Client Code, show total balance

    Thank you Kevin, I greatly appreciate your help. You saved me a great deal of work!

  4. #4
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    Re: Need to group data by Referral, then grouped by Client Code, show total balance

    Glad you are happy with solution. Please mark the thread as solved (see ThreadTools at top of thread)

    thanks

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