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Filtering donor list with multiple duplicate names

  1. #1
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    Filtering donor list with multiple duplicate names

    I have exported a list of 4627 donations from QuickBooks to Excel. The list has columns for Name, Address, City, State, Zip, Phone, and Amount (of an individual donation). I would like to filter this list to include only donors with 2 or more donations, the sum of which is $500 or more, with the total of that sum displayed. For instance, if John Doe has donations of $100, $300, and $200, he would be listed only once with the total amount of his donations displayed as $600. If Jane Doe has 9 separate donations of $50 (totaling $450), she is eliminated from the list. Would this be a pivot table, a filter, or a formula?
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    Last edited by jmoffett; 05-07-2020 at 04:40 PM.

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    Administrator FDibbins's Avatar
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    Re: Filtering donor list with multiple duplicate names

    To best describe or illustrate your problem you would be better off attaching a dummy workbook. The workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

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    Ford

  3. #3
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    Re: Filtering donor list with multiple duplicate names

    In the attachment you will find a Pivot table solution.
    For that you need to add 2 helper columns: H & I
    Also added a button to get the filtered table.
    The click will run a macro that does the trick.
    Because of the VBA code the file extension was changed to .xlsb
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    Kind regards,
    Piet Bom

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