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I have a sheet on a document that has all of the sponsorship donations that my team has received, and the name of the company that gave them to us. I want to take this information and sort the information and sum up the donations.

The information in the first spreadsheet is in a table with three columns, Name of the company, amount of the donation, date of donation.

For instance Spreadsheet one contains:

  • Company1 | $5000 | 5/10/12
  • Company2 | $6300 | 6/12/10
  • Compnay1 | $750 | 8/9/11
  • Company3 | $6800 | 6/17/10
  • Compnay2 | $3000 | 8/29/12

I would like spreadsheet two to be:

  • Compnay1 | $5700
  • Compnay2 | $9300
  • Compnay3 | $6800

How would I get this output?

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1 Answer

up vote 2 down vote accepted

There are many ways to achieve this, but the most flexible is the pivot table:

  • Select a cell of your spreadsheet one,
  • Insert Pivot Table
  • put the company as a row field and the amount as a data field
  • Right-click the data field and Format the number.
  • You're done already.

If you put the data in spreadsheet 1 in an excel table (Ctrl+T), you can use the name of the table as the data source for the pivot, so it extends with the table (just right-click and refresh the pivot when the data changes).

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