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Creating a summary using SUMIF, dynamically updates from input data & removes duplicates

  1. #1
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    Creating a summary using SUMIF, dynamically updates from input data & removes duplicates

    Hi folks,

    Can someone please have a look at my spread sheet please..

    I need to achieve the following;


    1) Take raw data that is 'paste-able' month by month and report our codes according to DCLG codes. Our Ledger Codes (often similar types) often 'feed' into one DCLG code.

    2) I am using the SUMIF function to create the summary sheet. I was thinking of trying to apply a macro to remove duplicates but when I try this via the data tab function (remove duplicates) highlighted in light blue, it

    doesn't give me a match to the original input table. Is my approach completely wrong?

    3) I am using a data validation method via VLOOKUP that highlights in red if there is a new code.

    I am just stuck on creating a summary sheet that will automatically update according to the 4 categories of data that we will paste in month by month : NL_Codes, Ledger_Type, This_Month, Year_to_Date.

    4) The sum values need to match (shown on main tab)

    Thank you very very much in anticipation.

    Regards

    Tutsyboy
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  2. #2
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    Re: Creating a summary using SUMIF, dynamically updates from input data & removes duplicat

    =IFERROR(INDEX(DCLG_Codes,MATCH(0,COUNTIF($G$1:G1,DCLG_Codes),0)),"")
    Confirmed using CONTROL + SHIFT + ENTER into cell G2 and copied down the column will give you a unique list of values.

    Dan

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    Re: Creating a summary using SUMIF, dynamically updates from input data & removes duplicat

    Hi Dan,

    Thanks for your help in cracking this issue.

    I've put in your formula in G2, however, nothing seems to be populating. Am I missing something obvious?

    I uploaded the file again with the original data in sheet 1 and some dummy data in the September tab.

    from month to month the data may change slightly so the idea is to jus be able to paste the data in.

    May I kindly ask you to look at the sheet again please and offer some advice as to why it's not auto populating the summary sheet?

    Thanks once again.

    Tutsyboy
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  4. #4
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    Re: Creating a summary using SUMIF, dynamically updates from input data & removes duplicat

    Quote Originally Posted by Danerida View Post
    =IFERROR(INDEX(DCLG_Codes,MATCH(0,COUNTIF($G$1:G1,DCLG_Codes),0)),"")
    Confirmed using CONTROL + SHIFT + ENTER into cell G2 and copied down the column will give you a unique list of values.
    Dan
    You haven't used CONTROL + SHIFT + ENTER to confirm the formula the the cell.

    Select G2 with the formula in it double-click (or press F2) to edit the formula, and then press CONTROL + SHIFT + ENTER. Excel will apply {} around the formula, indicating that it is an array formula. Copy the formula down the rest of the column to populate it.

    By the way, this formula returns a list of the unique values in your named range "DCLG_Codes" including the Header. If you want to exclude the header, create a new named range that excludes the top row and replace the "DCLG_Codes" reference in the formula.
    Last edited by Danerida; 08-17-2014 at 08:04 PM.

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