Excel help – find my best customer!

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  • Excel help – find my best customer!
  • soma_rich
    Member

    Sounds like a pivot table to me…

    titusrider
    Member

    you tried making a pivot table from your data sheet?

    Premier Icon 40mpg
    Subscriber

    Never done that before – I’ll have a play!

    baby
    Member

    Making a list of unique names is really is with the Remove Duplicates function.

    irelanst
    Member

    SUMIF will work,

    =SUMIF(B2:B12,”Customer Name”,C2:C12)

    Where B2:B12 contains your customer names, the quotes contains the name you’re looking for, and C2:C12 contains the value of the projects. It doesn’t matter how many times each customer appears in the list.

    Premier Icon geoffj
    Subscriber

    Pivot table will do it, just make sure that you have consistent spellings or a unique code for each customer.

    Premier Icon njee20
    Subscriber

    Pivot table far easier assuming you’ve always spelt them the same way.

    Premier Icon 40mpg
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    Took a bit of fiddling but worked a treat with a pivot table! Impressed the rest of the office too 😀

    Could have done it with sumif, but would have to create a seperate client list first removing all the duplicates as we have a lot of repeat clients, so pivot saved a lot of effort!

    Cheers all

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    I’ve got a list of projects, with customer name and value.
    I want to produce a list which has the total value per customer which I can then sort to find who spends most (who doesn’t?).

    Is there a straightforward way to do this via formula, something along the lines of a sumif, but without having to create a list which only contains each customer name once?

    If not, how can I consolidate the original list of customer names (with many duplicates) to contain each customer name once?

    Ta!

    titusrider
    Member

    god wait till you see flash fill….. 🙂

    tinribz
    Member

    so pivot saved a lot of effort!

    Getting a unique list is easier than you might think. Sort A>Z. In the adjacent col e.g. B2 enter =if(A2=A1,”0″,”1″). Double click to extend the formula. Copy and paste B col as values, all the 1s will be unique so just sort by that col.

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