8 Replies Latest reply: Oct 8, 2014 1:02 PM by Olly Bond RSS

    Summarize Without Sorting by Items

    DD _

      Is there a way to summarize without sorting by the Items selected?  I only want to sort by the Key. Here is my scenario.

       

      I have 4 individual list of data containing similar data.  Each list has 4 columns of data.  Acct Number, Name, Phone, Notes.

      I am trying to use the summary feature to eliminate duplicate/like data between the 4 separate lists but I want the data in List 1 to always be listed first and the data in list 2 second, so on and so forth. For example

       

      List 1

       

      Acct #    Name        Phone    Notes

      1              Bill              555

      1              Larry          999        Home Phone     

      1              Larry          777        Cell 

       

      List 2

       

      Acct #    Name        Phone    Notes

      1              Bill              555 

      1              Pete          888

      1              Larry          777        Cell 

       

      So, when I summarize these 2 lists I get the following results.

       

      Acct #    Name        Phone    Notes

      1              Bill              555

      1              Larry          777        Cell     

      1              Larry          999        Home Phone 

      1              Pete            888

       

      Larry's 2 phone numbers get flipped in the summarized output due to the summary sorting by all 4 columns and Larry 777 comes before Larry 999.

      It is crucial to keep the integrity of the order if that data appears in List 1.

       

      The output that I'm looking for is this

       

      Acct #    Name        Phone      Notes

      1              Bill              555

      1              Larry          999        Home Phone 

      1              Larry          777        Cell

      1              Pete            888

       

      Using Monarch Pro 10.0

       

      Any help would be appreciated