Sum unique distinct invoices in excel 2007
Question:
I have a long table The key is actually col B&C BUT…sometime there are few rows with same key (like rows 3:4 or rows 8:10). I'd like to sum data in column D and to consider same key rows as one row.
Desired result 216
Can I also add condition that Column E=1 ?
Answer:
Formula in cell E21:
This formula removes duplicate records and sums values in col D.
Explaining the formula in cell E21
To simplify the explanation I am replacing cell references with named ranges. The formula becomes:
Named Ranges
ColB - $B$3:$B$18
ColC - $C$3:$C$18
ColD - $D$3:$D$18
ColE - $E$3:$E$18
Step 1 - Filter records equal to condition in cell C21
=SUMPRODUCT(--(ColE=$C$21), ColD, 1/COUNTIFS(ColB, ColB, ColC, ColC, ColD, ColD, ColE, ColE))
--({1; 1; 1; 1; 1; 1; 1; 1; 2; 2; 2; 2; 2; 2; 2; 2}=1)
becomes
--({TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE})
Sumproduct can´t calculate TRUE/FALSE values. Let´s convert values to 1 and 0.
--({TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; TRUE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE; FALSE})
becomes
{1; 1; 1; 1; 1; 1; 1; 1; 0; 0; 0; 0; 0; 0; 0; 0}
Step 2 - Create array with values in col D
=SUMPRODUCT(--(ColE=$C$21), ColD, 1/COUNTIFS(ColB, ColB, ColC, ColC, ColD, ColD, ColE, ColE))
ColD
becomes
{5; 5; 100; 55; 47; 9; 9; 9; 4; 4; 100; 55; 47; 9; 9; 9}
Step 3 - Count duplicate records
=SUMPRODUCT(--(ColE=$C$21), ColD, 1/COUNTIFS(ColB, ColB, ColC, ColC, ColD, ColD, ColE, ColE))
1/COUNTIFS(ColB, ColB, ColC, ColC, ColD, ColD, ColE, ColE)
becomes
1/{2; 2; 1; 1; 1; 3; 3; 3; 2; 2; 1; 1; 1; 3; 3; 3}
and returns
{0,5; 0,5; 1; 1; 1; 0,333333333333333; 0,333333333333333; 0,333333333333333; 0,5; 0,5; 1; 1; 1; 0,333333333333333; 0,333333333333333; 0,333333333333333}
Step 4 - Return the sum of the products of the corresponding arrays
=SUMPRODUCT(--(ColE=$C$21), ColD, 1/COUNTIFS(ColB, ColB, ColC, ColC, ColD, ColD, ColE, ColE))
becomes
=SUMPRODUCT({1; 1; 1; 1; 1; 1; 1; 1; 0; 0; 0; 0; 0; 0; 0; 0}, {5; 5; 100; 55; 47; 9; 9; 9; 4; 4; 100; 55; 47; 9; 9; 9}, {0,5; 0,5; 1; 1; 1; 0,333333333333333; 0,333333333333333; 0,333333333333333; 0,5; 0,5; 1; 1; 1; 0,333333333333333; 0,333333333333333; 0,333333333333333})
returns 216 in cell E21.
Download excel sample file for this tutorial.
Sum unique distinct invoices.xlsx
(Excel 2007/2010 Workbook *.xlsx
Functions in this article:
SUMPRODUCT(array1, array2, )
Returns the sum of the products of the corresponding ranges or arrays
COUNTIFS(criteria_range1,criteria1, criteria_range2, criteria2...)
Counts the number of cells specified by a given set of conditions or criteria
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