Count Products

[Jen]

I have worksheet that I have mulitple types of Billing Issues, lets say 20
types. I have been asked to shorten this list and come up with subtypes and
add these to a main billing type list. For example for Billing I have EFT
Incorrect, EFT Provided, Incorrect Info., Incorrect Info Sent, Payment not
Received, Payment Sent, Draft not issued, I would like to place all the
EFT.... under "EFT" and have a count of Billing - EFT Issues. Another
example would be Billing - Incorrect... have a count of all Billing -
Incorrect. I know I could use a pivot but I am actually trying to chart these
and have many more main types of issues to consolidate. Not sure if a
sumproduct function would be the way to go. Any suggestions would be
appreciated. Thank you in advance..

 

[Fred Smith]

First you want to set up a table, with your Billing Issues in one column and
your summarized issues in another.

Then use Vlookup to lookup a Billing Issue and comeback with the summary
code.

Then you can use Sumif or Countif to summarize by code, or, better yet, set
up a Pivot Table. You'll be impressed how powerful pivot tables are and how
much information you can get from them.

Regards,
Fred.