Probably a stupid newbie question that's been asked bizillion times about summary subtotals

  • Thread starter Thread starter Enigman O'Maly
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Enigman O'Maly

I have compiled a simple table of items (with duplicates) and associated
amounts, like so:

Cash $610.84
Cash $39,704.90
Foreign Lrg Blend $14,550.32
Foreign Lrg Blend $13,859.33
Hi Yield bond $114,087.59
Ind. Stock $3,945.00
Ind. Stock $1,643.00
Ind. Stock $815.00
Ind. Stock $478.14
Ind. Stock $116.25
Intermed Govt $91,334.49
Large Blend $4,077.91
Large Growth $34,800.96
Large Growth $32,139.34
Large Growth $3,427.23
Large Value $35,882.25
Large Value $34,682.01
Large Value $110,108.25
Mid Growth $14,772.60
Mid Value $14,822.46
Sm Value $9,071.97
Small Growth $6,707.82


From this table, I need to create a SEPARATE (NOT embedded) summary table that
accumulates the duplicate items into one entry each, which would look like this:

Cash $40,315.74
Foreign Lrg Blend $28,409.65
Hi Yield bond $114,087.59
Ind. Stock $6,997.39
Intermed Govt $91,334.49
Large Blend $4,077.91
Large Growth $70,367.53
Large Value $70,564.26
Mid Growth $14,772.60
Mid Value $14,822.46
Sm Value $9,071.97
Sm Growth $6,707.82

There must be a simple way to do this, but I haven't been able to locate it in
Excel help. Can someone point me to the proper function or command?
 
Enigman

Use a pivot table. This will summarise your data for you. Go to Data>Pivot
table
If you select a single cell within the data area first, the wizard should
find your data source for you. You simply drag the fields you want onto the
table.

Andy
 
Sometimes it also depends upon how the data is setup. For example if your
first list is a series of positions that you are sucking into sheet 1 and
your second list is a static list on sheet 2, then I would code sheet 2
using the SumIf() function.
 
Many thanks, Andy - after I fumbled around with it for a while, it did just what
was needed.
 
Thanks very much, Ken; a basic primer on the subject of pivot tables is exactly
what I need.
 
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