@Pecoflyer - I'm having the same problem but honestly this answer is too complicated for me to wrap my mind around.

Any suggestion for my very simple case below?

** For each year (e.g. 2016) AND irrespective of how the data has been sorted, I'd like to sum up the Value & Quantity for each "Reason". I wanted the sum value to remain unchanged, irrespective of how data is sorted.

Edit Mod : related to https://www.msofficeforums.com/excel...if-report.html

Attached Files

prevent SUM value from changing, each time data is sorted differently.xlsx (8.8 KB, 10 views)