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To create the required view

  1. #1
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    To create the required view

    Hi All,

    I need your help with below. I have a excel spreadsheet ( sample data only : attached with the thread ) :

    Raw Data tab - Sample Data ( Original data run in 10000+ rows)

    Required View tab - Emulated in the Required view ( if can be achieved by formulas it will be great )

    Service Id's are repeated across the various company id's.

    Requirement - To create a view :
    • Total amount need to be splitted equally across the service id's ( for example if total amount is $1000 across 5 service id then each service id contribute to $200)
    • Total Amount spent ( each company id & service id )

    The data run over 10000+ rows.

    The requirement is to have the final view as depicted in the Required View tab. Sample data is in the Raw tab.

    If possible with excel formula , it will be great.

    Please let me know if the ask is not clear. Thanks in advance for the suggestions and help!
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: To create the required view

    Are you still using Excel 2007? If not, please update your profile.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

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    Re: To create the required view

    Done. Updated the profile.
    Last edited by AliGW; 06-26-2021 at 05:20 AM. Reason: PLEASE don't quote unnecessarily!

  4. #4
    Forum Moderator Glenn Kennedy's Avatar
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    Re: To create the required view

    It will not be easy to produce that format with formulae. Would this be OK for you?? This is MUCH easier to do!!
    Attached Images Attached Images
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Quote Originally Posted by Glenn Kennedy View Post
    It will not be easy to produce that format with formulae. Would this be OK for you?? This is MUCH easier to do!!
    Thanks , can you please share the file ?

  6. #6
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    Re: To create the required view

    If this presentation is ok, then Power Query is the answer.

    Excel 2016 (Windows) 32 bit
    A
    B
    C
    D
    1
    Company Id Company Name Total Amount Service Id
    2
    1001
    A1
    1500
    100069
    3
    1001
    A1
    1500
    100066
    4
    1001
    A1
    1500
    100513
    5
    1001
    A1
    1500
    100503
    6
    1001
    A1
    1500
    100507
    7
    1002
    A2
    18900
    100069
    8
    1002
    A2
    18900
    100066
    9
    1002
    A2
    18900
    100513
    10
    1003
    A3
    23657
    11
    1004
    A4
    8975
    100069.1001
    12
    1005
    A5
    67463
    100513
    13
    1005
    A5
    67463
    100503
    14
    1005
    A5
    67463
    100507
    15
    1006
    A6
    975
    100069
    16
    1006
    A6
    975
    100066
    17
    1006
    A6
    975
    100513
    18
    1006
    A6
    975
    100503
    19
    1007
    A7
    78585
    100069
    20
    1007
    A7
    78585
    100066
    21
    1007
    A7
    78585
    100513
    22
    1007
    A7
    78585
    100503
    23
    1007
    A7
    78585
    100507
    24
    1007
    A7
    78585
    100456
    Sheet: Table1
    Please Login or Register  to view this content.
    Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

    It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

    - Follow this link to learn how to install Power Query in Excel 2010 / 2013.

    - Follow this link for an introduction to Power Query functionality.

    - Follow this link for a video which demonstrates how to use Power Query code provided.
    Attached Files Attached Files
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

  7. #7
    Forum Moderator AliGW's Avatar
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    Re: To create the required view

    Administrative Note:

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not provided the required cross-post link(s) here.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important.

    (Note: this requirement is not optional. I will provide the link for you this time: https://chandoo.org/forum/threads/ho...is-view.46508/.)

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    Re: To create the required view

    Hi Glenn,

    Thanks for the view. I think this looks great. Can you please share the formulas associated with this view ?

  9. #9
    Forum Moderator AliGW's Avatar
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    Re: To create the required view

    Please acknowledge that you have read and understood post #7.

  10. #10
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    Re: To create the required view

    Thanks for adding cross post link. I will be mindful of the forum rules going forward. I understood the post and acknowledge it. Thanks again!

  11. #11
    Forum Moderator Glenn Kennedy's Avatar
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    Re: To create the required view

    I missed the bit about 10,000 rows. Go with the PQ solution (Post 6). It is your best option.
    Last edited by Glenn Kennedy; 06-27-2021 at 04:21 AM.

  12. #12
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    Re: To create the required view

    Quote Originally Posted by alansidman View Post
    If this presentation is ok, then Power Query is the answer... .
    Thanks for the links. I have gone through these and trying to implement the same. I learned something new today. Thanks again!
    Last edited by AliGW; 06-27-2021 at 04:29 AM. Reason: Please limit quotes to just the necessary sections

  13. #13
    Forum Moderator AliGW's Avatar
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    Re: To create the required view

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.

    Also, you may not be aware that you can thank those who have helped you by clicking the small star icon located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of those who helped.

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