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Sum Filtered Rows Without Having to Change Formula - Running Total

evanlamarr88

evanlamarr88

New Member
Hey friends.

There seems like there should be a simple solution for this, but I can't find it after searching Google and this forum several times. All I found out about was =SUBTOTAL.

I have a spreadsheet with 4,000+ gifts and 30+ names. I want to find the total giving for each name using a filter without changing the formula, as I would have to do with =SUBTOTAL in order to specify the new range each time.

See attached spreadsheet for a miniature example. I would like to filter the sheet by "Salesperson" and have a total only reflect the filtered "Sales:" data for each name without changing the formula.

I'm sorry for the elementary nature of this post. Please direct me somewhere I can learn about these kinds of things if there is a better place to do so than here. I do not want to only ask elementary questions and not contribute to this forum; however, this site has been extremely helpful in my job.
 

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  • Changing Filter Total - Example Sheet.xlsx
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You wrote: I want to find the total giving for each name ...
How about this way?
 

Attachments

  • Changing Filter Total - Example Sheet.xlsx
    12.9 KB · Views: 3
vletm said:
You wrote: I want to find the total giving for each name ...
How about this way?
Click to expand...

@vletm That's pretty good. Thanks. I do know how to run Pivot Tables (mostly), but thought there would be another way to do so as I have asked about. It seems so inherent and simple to me that I think there must be. If not, it seems about as inane as Excel's inability to track undos per workbook.
 
@evanlamarr88
Try to study Pivot Table and soon You will notice how to use it.
( select range -> Pivot Table .. -> and build it as in my sample ->
later just remember to refresh it )
You can learn to use it, just trust Yourself.
 
I ended up just having to sort the data by name and cut-paste the data for each name into it's own file.

The reason I needed to do this was that a senior staff member asked me to see a lifetime gift report for 55 names, and I can't use Pivot Tables, as the said staff member likely doesn't know how to manipulate them.
 
... same way could do those cut-paste the data for each name into it's own file.
If boss want to know all and
other only 'own' values ... it's not challenge!
... but if You like or have extra time to do cut-paste manually ... that's okay too.
 
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