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how to categorized accounts using excel formula?

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    how to categorized accounts using excel formula?

    Hello! I need a formula that will categorized this accounts with this conditions:

    Categorized accounts into:
    0 - 50,000
    >50,000 - 100,000
    >100,000 - 200,000
    >200,000 - 500,000
    >500,000 - 1,000,000
    >1,000,000

    Book1.xlsx

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: how to categorized accounts using excel formula?

    Can you add to your sample workbook a manual mockup of the results you expect?
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    Forum Expert Ace_XL's Avatar
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    Re: how to categorized accounts using excel formula?

    Try..

    =LOOKUP(B3,{0,50001,100001,200001,500001,1000001,999999999999},{"0 - 50,000",">50,000 - 100,000",">100,000 - 200,000",">200,000 - 500,000",">500,000 - 1,000,000",">1,000,000"})
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    Re: how to categorized accounts using excel formula?


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    Re: how to categorized accounts using excel formula?

    what I want to happen is create a table that will have a title for example 0-50,000 and all the balances that are <=50000 will appear in the table together with its related information

  6. #6
    Forum Expert JBeaucaire's Avatar
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    Re: how to categorized accounts using excel formula?

    1) use Ace's formula to create an additional column to your data. Put that formula in G3, then copy down.

    2) Highlight the new data, then use it as the "source" for a PivotTable that has this new column as the "Row Labels" and the column B Balance as the table "Values", then change those values from the default of "Count" to "Sum".

    Example attached.
    Attached Files Attached Files

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