Need help to merge multiple data sets and sum certain columns subject to other fields meeting criteria

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Posted on by rfhepp

I have a years worth of monthly submitted data (12 files total, individual files are large) and I want to aggregate rows subject to columns matching, summing one column. So if I had column a, b, c, d, and e. I want values in e summed if column b, c, d values are identical on other rows. Excited to figure this out.

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rfhepp 8 on at

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Re: Need help to merge multiple data sets and sum certain columns subject to other fields meeting criteria

would you be willing to have a call with me to discuss how to do this?
rfhepp 8 on at

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Re: Need help to merge multiple data sets and sum certain columns subject to other fields meeting cr

I'd like to have all the column titles from other fields come over as well. Location, Operator, etc. I can't tell if it looks like it worked or not as it is very blurry. Apologies.
rfhepp 8 on at

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Re: Need help to merge multiple data sets and sum certain columns subject to other fields meeting cr

I've attached 2 sample excel files. PBI1 is the first month and PBI2 is the second.

Order of Operations
Group by column D (ReportingFacilityID) IF Column M (AcitivityID) and Column N (ProductID) are the same, sum Column O (Volume) in to one row.

working PBI2.xlsx

workinng PBI.xlsx
rfhepp 8 on at

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Re: Need help to merge multiple data sets and sum certain columns subject to other fields meeting cr

we have tried it, but we were unable to produce the file with identical label row as the initial file. I feel like there is an easy solution I am just missing it.