Hello!
I am working on a project analyzing personal financial data. However, I need to look at it on a yearly basis, meaning I must sum totals per individual-per year. Here is a sample of my spreadsheet:
Year Last First Birth Date $ Amt Paid
2006 MICH MARY 01/03/1955 $115.00
2006 MICH MARY 01/03/1955 $162.00
2007 MICH MARY 01/03/1955 $1,051.64
2007 MICH MARY 01/03/1955 $6,861.28
2008 MICH MARY 01/03/1955 $682.40
2008 MICH MARY 01/03/1955 $-
2008 MICH MARY 01/03/1955 $13,244.07
2008 MICH MARY 01/03/1955 $10,362.41
2009 MICH MARY 01/03/1955 $(61.00)
2009 MICH MARY 01/03/1955 $6,254.99
2009 MICH MARY 01/03/1955 $4,096.08
2009 MARY MARY 01/03/1955 $2,238.54
2007 PAIG MAKE 01/05/1976 $-
2007 PAIG MAKE 01/05/1976 $555.54
2008 PAIG MAKE 01/05/1976 $246.00
This is basically a short snippet of my spreadsheet (names/d.o.b.'s have been changed). Basically, I need to match the year, last, and birth date, and sum their respective $ Amt Paid's, and come up with a single total per year/per person. Is there any way to do this without using a pivot table? I would like to just apply the formula to all of my spreadsheets as I have multiple sheets with over 10,000 rows of information.
If you have a solution, it will save me hours upon hours of work. Any tips are appreciated!
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