Probably a stupid newbie question that's been asked bizillion times about summary subtotals

E

Enigman O'Maly

I have compiled a simple table of items (with duplicates) and associated
amounts, like so:

Cash $610.84
Cash $39,704.90
Foreign Lrg Blend $14,550.32
Foreign Lrg Blend $13,859.33
Hi Yield bond $114,087.59
Ind. Stock $3,945.00
Ind. Stock $1,643.00
Ind. Stock $815.00
Ind. Stock $478.14
Ind. Stock $116.25
Intermed Govt $91,334.49
Large Blend $4,077.91
Large Growth $34,800.96
Large Growth $32,139.34
Large Growth $3,427.23
Large Value $35,882.25
Large Value $34,682.01
Large Value $110,108.25
Mid Growth $14,772.60
Mid Value $14,822.46
Sm Value $9,071.97
Small Growth $6,707.82


From this table, I need to create a SEPARATE (NOT embedded) summary table that
accumulates the duplicate items into one entry each, which would look like this:

Cash $40,315.74
Foreign Lrg Blend $28,409.65
Hi Yield bond $114,087.59
Ind. Stock $6,997.39
Intermed Govt $91,334.49
Large Blend $4,077.91
Large Growth $70,367.53
Large Value $70,564.26
Mid Growth $14,772.60
Mid Value $14,822.46
Sm Value $9,071.97
Sm Growth $6,707.82

There must be a simple way to do this, but I haven't been able to locate it in
Excel help. Can someone point me to the proper function or command?
 
A

AndyB

Enigman

Use a pivot table. This will summarise your data for you. Go to Data>Pivot
table
If you select a single cell within the data area first, the wizard should
find your data source for you. You simply drag the fields you want onto the
table.

Andy
 
K

Karl Thompson

Sometimes it also depends upon how the data is setup. For example if your
first list is a series of positions that you are sucking into sheet 1 and
your second list is a static list on sheet 2, then I would code sheet 2
using the SumIf() function.
 
E

Enigman O'Maly

Many thanks, Andy - after I fumbled around with it for a while, it did just what
was needed.
 
E

Enigman O'Maly

Thanks very much, Ken; a basic primer on the subject of pivot tables is exactly
what I need.
 
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