We regularly receive Excel sheets from one of our service providers. These sheets contain account data.
In column A unique customers are identified. Each row represents an investment they have. What we want is an addition of all rows belonging to an individual customer. The results should be pasted in a new sheet.
As you can see in the attached sample, customer IDs are in column A. Column M should be added (per client). Date in column B should also be kept. The rest can be ignored.
So Sheet1 remains unchanged. Sheet 2 has the results with Col A UserID, Col B date and Col C sum of investments.
Sheet 3 should be a summation of column M per unique value in Column Q. (This is a summation of investments per investment type, not per customer.) In this sheet Col A should be Fund Code (col P), Col B should be the date and Col C should be the sum of investments.
Please provide a macro that demonstrates this function in the attached sample. Do not password protect the macro.