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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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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.

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rfhepp 8 on at

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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

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rfhepp 8 on at

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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.

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rfhepp 8 on at

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would you be willing to have a call with me to discuss how to do this?

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