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How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop down

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    How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop down

    In my count_Item sheet the sum of the counts in the In_item sheet are not grouping by the Lot_Number for some products. How can I fix this? For ex: F13 and F14 are showing duplicates. I understand the original author copied each line item from In-item into count_item for easy retrieval but the duplicates are annoying when I try to order the items.
    Is this the correct way of summing? I want to count the products based on vendor + Description + Part_Number + Lot_Number

    Also is there any easy way to add the new vendors and products to the drop-down lists? What is best for this kind- Xlookup, filter or spill?
    Appreciate any suggestions to improve this sheet.
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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    First of all, which Excel version do you have? Because if you use spill array and talks about XLOOKUP you don't have Excel 2013, and if you don't indicate the correct version of your Excel we will not be able to offer the best answer for you.

    I added named tables for you and corrected some of your validations. See if it is ok for you and correct your Excel version.
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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Administrative Note:

    Is your forum profile showing the Excel PRODUCT that you need this to work for?

    Members will tailor the solutions they offer to the Office PRODUCT (Excel, NOT Windows) that you have. Please check that your forum profile is up-to-date in this respect. If you aren't sure, in Excel go to File | Account and report what it says below the MS logo at the top of that page. If your product is for Mac, please also state this.

    The three most recent Excel products are Excel 2019, Excel 2021 and MS365 - if you are using MS365, please give this name along with the version number in your profile (e.g. MS365 Version 2306). This is in the About Excel section further down the Account page.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Thank you, Ali, for letting me know where I can find the version. Last month I searched everywhere but could not find. My product is Microsoft 365 MSO (Version 2308 ) 64-bit . Do I need to update in this Excel forum profile?
    Last edited by mls_newbee; 03-27-2024 at 09:20 AM.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Yes . O365 (PC) V2308 would be a suitable (and not massively wordy) description.
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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Hi DJunqueira,
    Thank you for your time. I'm using MS365, so can I use xlookup and spill array?

    I'm not sure what you meant by "I added named tables "? Because I already have Name manger list for my drop down. Just want them to be dynamic to show the new values in the drop down instead of refreshing the Name manger range and without having extra empty cell references in each Name manager, because drop down shows lot of empty spaces. If you don't mind, can you please tell me what validations you fixed ?


    Also, my real question for this post is not about drop down but to fix duplicates counts. How can I fix the counts in Count_items sheet based on columns vendor + Description + Part_Number + Lot_Number without duplicates

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Glen, where should I update the products version in my profile or settings?
    Thank you

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Follow this...
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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    I used formulas like =INDIRECT("Type[TYPE]") in the sheet 'IN_Item' to make it easier for you to add new elements to the drop down list.
    You didn't have named tables in 'IN_Item' and 'OUT_Item' sheets, your formatting was messy, drop down menu wasn't set for the entire columns, you were referencing entire columns instead of the limited columns of a table, what makes Excel run faster. The named table that you had in 'List' sheet named 'NEB' was set for the entire column, what is wrong, named tables are used to limit the search among other things. Don't let empty rows in your named tables as a rule.

    Without being assured of your Excel version we don't like to be guessing solutions, there is a big difference from Excel 2013 version to Excel 365, other people want help also, so help us to help you.
    Last edited by DJunqueira; 03-27-2024 at 11:57 AM.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Updated. Thank you.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Formulas for your 'COUNT_Item' sheet.

    Formula: copy to clipboard
    Please Login or Register  to view this content.
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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    True DJunqueira. I acquired this messy workbook and planning to maintain by fixing all the drop downs with filters, spill array and other functions.
    First, I need to update my skills to O365 and fix these.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Dear DJ,
    Thank you so much for all your time. Your quick solution shows your command on the product. Last night I spent couple of hours but could not update a single formula.

    At first glance it looks like all the summary counts are working as desired. It will take a while for me to understand all your formulas.
    I thought Unique function can only be used just for one column. I learned new thing here to expand it to more columns.
    Also , what does T indicate in this formula? =SUMIF(Tin[Lot_Number],INDEX(A2#,,4),Tin[Quantity])
    =F2#G2# -- #makes more sense for future product updates

    Sorry for asking so many questions. Will update you once I add more columns and new drop down list for other products.

    Thank you so much

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Perfect solution

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    Tks for the feedback, glad to have helped.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    As a good practice I always give a name for a table starting with a 'T'.

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    DJ, Can I ask one more question regarding table driven drop down list? Initially I will sort the table list, but when a new item is added to the list how can I make that table automatically sort?
    For ex: to my table below if I add new value called Device, instead of manually sorting can I use =sort(indirect("Type"))? or any other way?

    TYPE
    Consumable
    Equipment
    Other
    Reagent

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    Re: How to Summarize the counts based on 4 fields? Is xlookup or spill is better for drop

    When you add items to a list, just click on the sort button at the top once you have finished to re-sort the list. It's one click - hardly onerous.

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