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Combine like invoice items into total amount

  1. #1
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    Combine like invoice items into total amount

    I have invoices in a spreadsheet for which I need to 'rollup' or 'total' into a seperate spreadsheet.

    For example:
    On date 12/13/12 client ABC widgets has 14 different sales totaling $32,507,800
    On date 02/02/13 client ABC widgets has 6 different sales totaling $50,000,100
    On date 11/30/12 client ABC widgets has 2 different sales totaling $5,000

    What I am trying to do is, for date 12/13/12, is to combine the 14 different sales into one single line on a different sheet. I have attached spreadsheet with two tabs; tab 1 is Sample data; tab 2 is Expected Results.

    Thanks in advance for any comments.
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  2. #2
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    Re: Combine like invoice items into total amount

    Have you try pivot table ?
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  3. #3
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    Re: Combine like invoice items into total amount

    I did try the pivot table but it isn't in the format that upper management is looking for. They want to see a sheet similar to the 'Expected_Results' tab. Thanks.

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    Re: Combine like invoice items into total amount

    The format works fine for me in PT
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  5. #5
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    Re: Combine like invoice items into total amount

    This is just what I am looking for. Is there a way to produce the same results in a macro environment. The reason is the number or data lines/rows is different every single day (i.e. some days it might be 20,000 lines, the next day it might be 30,000 lines. It need to somehow automate the production of the reports as a number of individuals running report are not familiar with pivot tables. Thanks

  6. #6
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    Re: Combine like invoice items into total amount

    I tried this piece of code to get the results but not working the way I need it to. Not very familiar with VBA code for Pivot Tables so any assistance is appreciated. Thanks

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  7. #7
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    Re: Combine like invoice items into total amount

    Hi maacmaac, try it

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