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forming group and finding total for each group and select all group scoring above benchmar

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    forming group and finding total for each group and select all group scoring above benchmar

    In a excel sheet there are 3 columns showing data of amount deposited by account holder to their account over a period of time
    column A: Account number
    Column B:name of account holder
    Column C:amount deposited on a specific date by the account holder

    Note: Column A and column B may consist of duplicate accounts as a account holder may deposit multiple times over a period of time


    I have to find a way to find out all the accounts which deposited 1000 $ or more than 1000 $ to their account over a period of time either through single deposit or through multiple deposits.


    Sample data sheet attached
    Attached Files Attached Files

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    Re: forming group and finding total for each group and select all group scoring above benc

    You can use Subtotal Outline tool found in Data tab.

    First sort data based on Account Number. And select entire range.

    Subtotal at each change in account number. Use SUM function and add subtotal to Amount deposited.

    You can also do this via Pivot Table as well.

    See attached sample.
    Attached Files Attached Files

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    Forum Guru Pete_UK's Avatar
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    Re: forming group and finding total for each group and select all group scoring above benc

    Put this formula in cell D2:

    =IF(AND(SUMIF($A$2:$A$19,A2,$C$2:$C$19)>=1000,COUNTIF(A$2:A2,A2)=1),MAX(D$1:D1)+1,"-")

    then copy down to the bottom of your data.

    Then you can use this formula in cell F2 (say):

    =IFERROR(INDEX(A:A,MATCH(ROWS($1:1),D:D,0)),"")

    and copy down until you start to get blanks to give you a list of the account numbers with deposits of 1000 $ or above. If you want to know the actual deposits for those accounts, you can put this formula in G2:

    =SUMIF($A$2:$A$19,F2,$C$2:$C$19)

    and copy this down.

    Hope this helps.

    Pete

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    Re: forming group and finding total for each group and select all group scoring above benc

    Use this in the conditional formating formula option

    =SUMIFS($C$2:$C$19,$A$2:$A$19,$A2)
    Teach me Excel VBA

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    Re: forming group and finding total for each group and select all group scoring above benc

    Use this in the conditional formating formula option

    =SUMIFS($C$2:$C$19,$A$2:$A$19,$A2)>=1000
    Last edited by ImranBhatti; 01-12-2017 at 12:37 PM.

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    Re: forming group and finding total for each group and select all group scoring above benc

    For a large group of data it will be messy if a subgroup is created for each entry. I just want to find account numbers which deposited amount above a specific amount through single deposit or multiple deposit .Can u please guide me a little about using pivot table.Thanks

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    Re: forming group and finding total for each group and select all group scoring above benc

    Thanks guys. I forgot to save the actual excel file to my lappy. Tomorrow at office I'll check each option and will let you know. Thanks again guys for your help.

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    Re: forming group and finding total for each group and select all group scoring above benc

    Go to Insert ribbon tab->PivotTable

    Select your data range (ex. Sheet1!$A$1:$C$19) and hit OK.

    In PivotTable fields pane, move account number to Rows, and Amount deposted to Values (set it to Sum).
    Attachment 496861

    Right click on any of Row labels item in the PivotTable and select Value Filter.
    Attachment 496863

    Set Value Filter for "Sum of Amount deposted" greater than or equal to 1000.
    Attachment 496864

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    Re: forming group and finding total for each group and select all group scoring above benc

    Hi,

    I've attached a Pivot Table - is this what you are after?

    Regards

    peterrc
    Attached Files Attached Files

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    Re: forming group and finding total for each group and select all group scoring above benc

    Hey thanks mate. Your proposed solution works like a charm on the sample data. Can I ask for a little more ? with one more column added containing date of deposit(say column H)
    Can I be able to enlist all such account(accounts which deposited amount more than or equal to specific amount) as a separate list containing account number, name, amount deposited and deposit date .
    Thanks a ton again

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    Re: forming group and finding total for each group and select all group scoring above benc

    Hey thanks. That looks great .I will like to know how you did that?

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    Re: forming group and finding total for each group and select all group scoring above benc

    Quote Originally Posted by Pete_UK View Post
    Put this formula in cell D2:

    =IF(AND(SUMIF($A$2:$A$19,A2,$C$2:$C$19)>=1000,COUNTIF(A$2:A2,A2)=1),MAX(D$1:D1)+1,"-")

    then copy down to the bottom of your data.

    Then you can use this formula in cell F2 (say):

    =IFERROR(INDEX(A:A,MATCH(ROWS($1:1),D:D,0)),"")

    and copy down until you start to get blanks to give you a list of the account numbers with deposits of 1000 $ or above. If you want to know the actual deposits for those accounts, you can put this formula in G2:

    =SUMIF($A$2:$A$19,F2,$C$2:$C$19)

    and copy this down.

    Hope this helps.

    Pete
    great you are a genius

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    Re: forming group and finding total for each group and select all group scoring above benc

    Thanks for the kind comments.

    You now have a number of different (successful) approaches, so if that takes care of your original question, please take a moment to select Thread Tools from the menu above your first post and mark this thread as SOLVED.

    Also, since you are relatively new to the forum, you might like to know that you can directly thank those who have helped you by clicking on the small "star" icon located in the lower left corner of a post that you have found to be helpful (not just in this thread - for any post that has helped you). This also adds to the reputation of the poster (the small green bars in the poster's profile).

    Pete

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    Re: forming group and finding total for each group and select all group scoring above benc

    Quote Originally Posted by Pete_UK View Post
    Thanks for the kind comments.

    You now have a number of different (successful) approaches, so if that takes care of your original question, please take a moment to select Thread Tools from the menu above your first post and mark this thread as SOLVED.

    Also, since you are relatively new to the forum, you might like to know that you can directly thank those who have helped you by clicking on the small "star" icon located in the lower left corner of a post that you have found to be helpful (not just in this thread - for any post that has helped you). This also adds to the reputation of the poster (the small green bars in the poster's profile).

    Pete
    You guys are great. I was very worried earlier today thinking about how am I going to deal with that big excel file in my office tomorrow. But now I am relaxed.Thanks

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    Re: forming group and finding total for each group and select all group scoring above benc

    Quote Originally Posted by Pete_UK View Post
    Thanks for the kind comments.

    You now have a number of different (successful) approaches, so if that takes care of your original question, please take a moment to select Thread Tools from the menu above your first post and mark this thread as SOLVED.

    Also, since you are relatively new to the forum, you might like to know that you can directly thank those who have helped you by clicking on the small "star" icon located in the lower left corner of a post that you have found to be helpful (not just in this thread - for any post that has helped you). This also adds to the reputation of the poster (the small green bars in the poster's profile).

    Pete
    You guys are great. I was very worried earlier today thinking about how am I going to deal with that big excel file in my office tomorrow. But now I am relaxed.Thanks

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