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MS Office Forum / Excel / Worksheet Functions / May 2008

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Create totals for close-matching names?

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t_perkins - 06 May 2008 18:34 GMT
I want to insert a total in column C for names in column A that have the
first several characters matching (I was thinking of using the LEFT
function), but I only want the total to appear when the aggregate amount for
a name is more than 100.

Can anyone help me?

A                    B    C
Contributor Name    Amount    Over 100?
ABBOTT DOROTHY C    25   
ABBOTT DOROTHY C    15   
ABBOTT KATE    100   
ABBOTT KATE J    50   
ABDO MICHAEL    25   
ABE KUMI                    1400   
ABELES KATHLEEN K    100   
ABELL NANCY    10   
ABELLERA EDDIE    25   
ABELLERA ELLEN    25   
ABELLERA ELLEN M    100   
ABELLERA ELLEN M    200   
ABELLERA ELLEN M    50
Don Guillett - 06 May 2008 18:49 GMT
=IF(SUMPRODUCT(--(LEFT($G$3:$G$33,3)="abd"),$H$3:$H$33)<100,"",SUMPRODUCT(--(LEFT($G$3:$G$33,3)="abd"),$H$3:$H$33))

Signature

Don Guillett
Microsoft MVP Excel
SalesAid Software
dguillett1@austin.rr.com

>I want to insert a total in column C for names in column A that have the
> first several characters matching (I was thinking of using the LEFT
[quoted text clipped - 19 lines]
> ABELLERA ELLEN M 200
> ABELLERA ELLEN M 50
t_perkins - 06 May 2008 19:44 GMT
Thanks for your help, Don.  Unfortunately I can't get that formula to work.  
I tried it, and changed your "G" and "H" columns to "A" and "B."  In the
sample data I posted, there are a few entries that should result in a >100
total appearing in column C, but the column remains blank when I paste your
formula.

Beyond that, I think there may be a larger problem.  The formula you
suggested seems to test for names with the first three characters "abd."  My
actual data table is thousands of rows, and contains names A through Z.  Some
names gave once, some twice, and some have given ten or more times.  

Basically, I just want to know who gave more than 100.  What formula would
total the contributions for close matches of a given name (say, matching the
first 15 characters), wherever that name appears in the alphabet, and no
matter how many time that name contributed?

Let me know if I've messed up somehow, or if I misunderstood what you were
trying to do...

t_perkins

> =IF(SUMPRODUCT(--(LEFT($G$3:$G$33,3)="abd"),$H$3:$H$33)<100,"",SUMPRODUCT(--(LEFT($G$3:$G$33,3)="abd"),$H$3:$H$33))
>
[quoted text clipped - 21 lines]
> > ABELLERA ELLEN M 200
> > ABELLERA ELLEN M 50
Don Guillett - 06 May 2008 20:13 GMT
I thought I gave you exactly what you asked for.
" I want to insert a total in column C for names in column A that have the
>> > first several characters matching (I was thinking of using the LEFT
So, I gave you one for the first 3 characters "abd" for rows 3:33. Of
course, you would need to modify to suit your needs. If all else fails send
your workbook to the address below with COMPLETE details and examples of
what you want.

Signature

Don Guillett
Microsoft MVP Excel
SalesAid Software
dguillett1@austin.rr.com

> Thanks for your help, Don.  Unfortunately I can't get that formula to
> work.
[quoted text clipped - 48 lines]
>> > ABELLERA ELLEN M 200
>> > ABELLERA ELLEN M 50
t_perkins - 06 May 2008 21:03 GMT
Thanks much Don, I may take you up on that if I don't have a breakthrough
soon.  One thing that confused me about your formula is that there were no
names beginning with "abd" in my sample data that matched the specified
criteria (i.e., having given more than 100) but there *were* names that began
with "abb" or "abe."  However, even when I tried entering those character
strings in the formula, I still got no results.

Can anyone else out there recommend another way to go about this?  All
suggestions are appreciated.

> I thought I gave you exactly what you asked for.
> " I want to insert a total in column C for names in column A that have the
[quoted text clipped - 56 lines]
> >> > ABELLERA ELLEN M 200
> >> > ABELLERA ELLEN M 50
Don Guillett - 06 May 2008 21:27 GMT
>>ABDO MICHAEL 25
I DID test what I sent and got 190 for Abbott (Dorothy & Kate) and only 25
for abdo so NOT shown.

Signature

Don Guillett
Microsoft MVP Excel
SalesAid Software
dguillett1@austin.rr.com

> Thanks much Don, I may take you up on that if I don't have a breakthrough
> soon.  One thing that confused me about your formula is that there were no
[quoted text clipped - 77 lines]
>> >> > ABELLERA ELLEN M 200
>> >> > ABELLERA ELLEN M 50
t_perkins - 06 May 2008 21:59 GMT
Thanks, Don.  I'll keep working on a solution that will allow me to total
contributions from any and all names that are close matches.

> >>ABDO MICHAEL 25
> I DID test what I sent and got 190 for Abbott (Dorothy & Kate) and only 25
[quoted text clipped - 81 lines]
> >> >> > ABELLERA ELLEN M 200
> >> >> > ABELLERA ELLEN M 50
Don Guillett - 06 May 2008 22:39 GMT
let us know you final result

Signature

Don Guillett
Microsoft MVP Excel
SalesAid Software
dguillett1@austin.rr.com

> Thanks, Don.  I'll keep working on a solution that will allow me to total
> contributions from any and all names that are close matches.
[quoted text clipped - 98 lines]
>> >> >> > ABELLERA ELLEN M 200
>> >> >> > ABELLERA ELLEN M 50
 
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