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Summarizing By Field Issue [Picture]

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    Summarizing By Field Issue [Picture]

    I have a large database, 16k records. The database keeps a record of back taxes throughout the years for people. The problem is one person can have multiple entries for each year. I need it such that each person has only 1 record within the database, and a sumtotal for the amount of back taxes owed. For instance if John Smith has an entry in the database from 2002, 2005, and 2007 with 50, 100 and 50 owed respectively. I would need a new single record for jon smith that does a sum total (50 + 100 + 50) showing he owes $200 in back taxes.

    The picture below should help illustrate the issue. I also attached a sample database as well with this post.

    excelhelpfo.jpg

    Thanks in advance
    Attached Files Attached Files

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    Administrator FDibbins's Avatar
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    Re: Summarizing By Field Issue [Picture]

    Have you tried playing around with a pivot table?

    row labels can be acct No and/or name
    values = value
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    Ford

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    Re: Summarizing By Field Issue [Picture]

    Quote Originally Posted by FDibbins View Post
    Have you tried playing around with a pivot table?

    row labels can be acct No and/or name
    values = value
    Yes, I should have clarified in the original message. I have tried using the pivot table. It works great to condense multiple entries of the same person for back taxes. However, when I go to add additional columns such as the value of the home, if that person has multiple entries, it will sum total them as well. For example if John Smith has 5 entries and his house is worth $100,000 the pivot table will report in his condensed record the house is worth $500,000.

    Please see image attached for problem illustrated.

    problem.jpg

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    Re: Summarizing By Field Issue [Picture]

    bumping to the top

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