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Sum/sumif based on specific words within text

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    Sum/sumif based on specific words within text

    I have a sheet of roughly 2,000 investors. I am trying to keep track of each of their investments. Some of them invest indivisually, some invest through a specific account.

    For example, John Smith has invested through three different accounts that appear as follows:

    Column A Column B
    Smith John
    Smith John Family, LLC
    Smith John IRA

    Lets say column C is the shares he purchased in each of those investments.

    Is there a formula that would sum the shares in Column C everywhere John Smith invested?

    Example Excel sheet is attached

    Thank You in Advance

    Crosspost link: https://www.mrexcel.com/forum/excel-...ml#post5199756
    Attached Files Attached Files
    Last edited by billyshears; 12-31-2018 at 12:01 PM.

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    Re: Sum/sumif based on specific words within text

    Your post does not comply with Rule 3 of our Forum RULES. Do not crosspost your question on multiple forums without including links here to the other threads on other forums.

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    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Sum/sumif based on specific words within text

    A Pivot Table is the simplest solution. See attached.

    Be carefil though with the names. The 3rd Smith name in D9 had a trailing space which meant there were two lines originally in the PT for Smith. i.e. "Smith" & "Smith "
    Attached Files Attached Files
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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