Assist Pro+ / Data Cleaning

Account Summary

Roll up by account.

Where to find it

Follow the ribbon path.

Assist Pro + → Data Cleaning → Clean → Visualization → Account Summary

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

Browse all tools

Practical guidance

Use this tool in your workflow.

How to use

Select the relevant cells or data region, keeping a copy if the operation removes or overwrites values. On Assist Pro + › Data Cleaning › Clean › Visualization, choose Account Summary to roll up by account. Check the resulting values and row count, especially where information has been removed or moved.

Best use case

Summarising transactions by general-ledger account.

Everyday Excel

Avoids cleaning imported tables cell by cell when you need to roll up by account.

Accounting and audit

Prepares client ledger exports and supporting schedules faster by helping roll up by account.