Can Capture Date Of First Sale To A Customer?
May 14, 2013
I am looking for a formula to capture the "date" of my first sale to new customers.
A B C D E F G H Date of first sale
1 Co. Name 2/2/2012 6/5/2012 7/6/2012 10/16/2012 1/22/2013 4/17/2013
2 ABC Co. $10 $11 $5 $12 $12 2/2/2012
3 Smith Co. $19 1/22/2013
4 Brown Co. $11 $15 6/5/2012
5 AAA Co. $5 $10 7/6/2012
View 2 Replies
ADVERTISEMENT
Nov 1, 2005
I have a column that contains sale # and another column that has cust names.
How could I get the highest 10 sale #s for a specific customer?
Is this a place for index / match?
View 10 Replies
View Related
Jun 29, 2014
I want to find the number of similar values contained in a column based on a date range I specify.
I have a data set that's formatted like the following (you can see the full data set at [URL] but I've hidden the irrelevant columns and highlight the relevant ones)
[Code] .......
I want to use this data to create two types of graphs. One showing the ratio including all values in the Status column. There are 4 total (Open, Lost, Won, Won-Job Cancelled). I want another which excludes the "open" status from the ratio figure. I've create some images demonstrating what I want to accomplish at [URL] .....
Additionally, I want to be able to specificy date ranges for these charts. Specifically 0-30 days from todays date, 30-90 days and older than 90 days.
I want to accomplish this using Google Sheets (the latest version) and know how to use the graph total. It's just creating the data the way I need it which is proving to be the most challenging.
View 1 Replies
View Related
Jul 14, 2014
i have 2 dilemmas
**dilemma 1**
i have a date of purchase in column A
i have a customer number in column B
now if i want to search for a date and for it to display the results from columns C,D,E and F (purchased items) i know i use HLOOKUP
but how would i look for a customer and a date at the same time.
**dilemma 2**
i want to be able to put in a customer number and excel to tell me all the dates they purchased items.
currently i use
={IFERROR(INDEX(Table1[DATE],SMALL(IF(Table1[NUM]=$L$3,ROW(Table1[NUM])-MIN(ROW(Table1[NUM]))+1),ROWS($1:1))),"error")}
and i change the ROWS($1:1) to ROWS($1:2) or ROWS($1:3) etc
to bring in that result, but i want it to bring in unique dates, as a customer might ring us back with another purchase on the same date and i dont want it to duplicate the date.
View 13 Replies
View Related
Aug 8, 2008
I need to create a list that has one row per paid date per customer on a new worksheet. My source data has one row per customer with the paid dates across 12 month columns. I have many rows in the source data with zero paid on all 12 months and I'd like to filter those out in the process.
This is not a simple Transpose because I want the customer number, and customer name to repeat for every instance of a paid amount.
I have attached a sample file with the current and desired layouts of the data.
View 6 Replies
View Related
Feb 18, 2014
I've attached a quick sample, I have two customer ID's, AB1 and AB2, I want to be able to put a formula into column C that will return the latest date for each customer. So AB1 will show 01/04/2013 and AB2 will show 01/05/2013. I know I can use a MAX formula but I don't know how to connect it to the specific customer ID.
Max Date Query.xlsx
View 3 Replies
View Related
Jun 9, 2014
I have a spreadsheet that contains over 3000 customers. On this there is much data...but what I am interested in is purchase date. The problem I am having is that customers have purchased multiple times and have multiple purchase dates. I was wondering if there was a way to get rid of all but the most recent purchase dates for each customer...thus having only one line per customer as opposed to 5 lines per customer?
In other words: Jon purchased on 1/2/14; 2/4/14 & 5/8/14
Bill purchased on 2/17/14; 3/19/14 & 4/21/14
Tom purchased on 4/2/14; 5/1/14 & 6/5/14
I need to get rid of the oldest dates and keep one line item by most recent purchase date for each customer...so instead of having 300o line spreadsheet I will only have 1000 lines.
View 8 Replies
View Related
Jun 27, 2006
I am trying to automatically show the date of the last invoice per the customer number.
I have attached an example.
View 9 Replies
View Related
Sep 23, 2008
I have a date in cell A1, eg 21/02/2008 being 21st Feb 2008 (yes i'm a pommie/limie)
This shows as a date in excel, but if I format the cell as a number, excel will display 39499
So Far, So Good.
Now, I wish the date format to remain in excel, but I wish my script to capture the number as 39499
Unfortunately it captures it as "21/02/2008".
How can I convert the captured value of "21/02/2008" to my desired value of "39499"
And be correct for any date encountered (within plus or minus 10 years only)
View 9 Replies
View Related
Jul 9, 2009
I have a spreadsheet of our Customers rankings with a column with the date that they sent their Report Cards in. I need to pull by Cust# the most current date. I tried using DMAX but I can not get the formula to work. The sheet is not sorted and can not be sorted by Cust#.
=DMAX(A$6:D$886,"Report dated",G$6:G7)
range field criteria
Title row starts at 6
A B C DCust #Marketing LocationCustomerReport dated1034ColmarScientific Systems11-Nov-021032ColmarRaymond4-Feb-031029ColmarPhiladelphia Gear6-Feb-031028ColmarPall4-Apr-031016ColmarGreene Tweed 22-Apr-031032ColmarRaymond6-May-031032ColmarRaymond15-Apr-041012ColmarATK Launch Systems, Inc.27-Apr-041032ColmarRaymond22-Oct-04
View 20 Replies
View Related
Nov 19, 2009
Im trying to capture the first instance of a value(ie 1) and reflect the top row of the value (date). I cant seem to make Hlookup work. I got it to work on the first line using index and match, but when i tried to copy it on the succeeding cells, it gives me the wrong data.
I also tried the following
StartedDate started1-Dec2-Dec3-Dec4-Dec5-Dec6-Dec7-Dec8-Dec9-Dec10-Dec
aaaaaaayes12/1/200911
bbbbbbyes1/0/1900111
b2b2b2b2b2b2no
ccccccccyes111
View 2 Replies
View Related
Apr 23, 2013
I am trying to capture the date at which my portfolio was at it's highest. I enter the value of my portfolio in H35. F36 is where I am trying to capture the date at which my portfolio was the highest. If a previous date was higher, leave as is.
This presents a problem of a circular reference, but do not know a way around this.
I have the following formula in F36
=IF(H35>G36,(F37),(F36))
In F37 is todays date
G36
=IF(G36<=H35,(H35),(G36))
H35 is value of my portfolio today
View 4 Replies
View Related
Nov 4, 2008
I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....
View 6 Replies
View Related
May 29, 2008
In the Data tab under Connection Properties, I have "Refresh every x minutes" checked. Question is how do I capture in a cell within a sheet the last time it was refreshed?
View 2 Replies
View Related
Aug 14, 2013
I ran a Home Service Massage, with ten massagers and it's continually growing. I know I'm supposed to use a database for this, but I'm not very good in creating one. I am however confident in using MS Excel, so in a much as possible, I only want to use MS Excel, and strictly use formulas (if I can get away with it).
Anyway, I keep customer records in one tab, and all their personal info is listed there. There are two types of columns, which I'd like to call 'static' and 'automatic'.
Static columns includes Unique ID (number), Name, Address, Phone Number, etc.
Automatic columns, by the term I used, is filled automatically. This includes the total number of hours they have availed the massage from us, the names of massagers who serviced them, --- and my biggest issue --- the date of last massage. I can manually input this, but I normally forget, so I want this filled automatically.
Aside from customer tab, I have one tab for each massager. First column is the date, then 48 columns for time. Starting from 8AM, 830AM, 9AM... 730AM. Hence I have 48 of them. Each column is equals to 30mins of massage availed. I copy and paste the Unique ID from customer tab.
so A2:A32 are dates, and B2:BC50 is where I copy paste the unique ID. B1:BC1 are time labes.
Is it possible for me, just by using formulas, to populate the 'last massage date' column?
View 2 Replies
View Related
Aug 1, 2014
I have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.
The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.
If the 1st digit in the Category is a 1 = Water.
If the 1st digit in the Category is a 2 = Waste.
There may only be a water spid or a property may have a water and waste spid.
What I want to do is have the information on 1 row rather than 2 rows
I have data in this format
SPID
Core
Category
Service Category
100000000151
100000000
151
1
[code].....
and I need to convert it into this format.
Core spid
Water
Waste
100000020
100000020101
100000020251
I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows
View 3 Replies
View Related
Aug 6, 2006
if sales target is say 1000
if they dont reach 60% no commission payable
if the reach 60% and over to sales target they get 3%
if they get over target they get 5% of everything over target
View 9 Replies
View Related
Oct 8, 2007
I'm making a spreadsheet to record the results of a horse sale, and I'm trying to make a summary sheet to list various statistics such as the 10 top sellers, 10 worst sellers, etc.
Now, I know I can get the 10 top prices easily by using Large(<Range>, 1...10) in my cells but I can't figure out a way to properly determine the hip # and name. Everything works fine when there's only 1 entry at price n, but when there are multiple I run into problems.
EX:
Horse 1 sold for $5500
Horse 2 sold for $8500
Horse 3 sold for $5500
Horse 4 sold for $6000
So, my summary should show
Horse 2 $8500
Horse 4 $6000
Horse 1 $5500
Horse 3 $5500
View 9 Replies
View Related
Jul 29, 2009
I work in sales and when under target I need to know how much more i need to sell to hit target. e.g
quotes 10 sold 1 currently at 10%
my target is 50%
at the minute i would have to work this out manually
like i need to quote and sell the next 8 to hit the 50% target.
What can i use on excel putting my current quotes and sales and my target in so it gives me the quotes and sales i need to do?
View 9 Replies
View Related
Jul 26, 2006
How do I get the average sale if column N=sale amount if ...
View 9 Replies
View Related
Sep 10, 2008
I have a table with daily sale entries and margins. I want a formula to calculate my sale and margin between certain hours.
The original data table is below.
Data table:
ABCDEF1DateHoursQuantityUNIT PRICESALEMARGIN201/07/0810:351-4,00-4,00-4,00301/07/0810:35122,0022,0010,05401/07/0810:5016,006,001,80501/07/0810:5016,006,001,80601/07/0811:0313,803,802,00701/07/0811:0316,806,801,67801/07/0811:0415,005,002,64901/07/0811:0733,339,993,901001/07/0811:0735,0015,008,071101/07/0811:1016,006,003,971201/07/0811:1115,605,602,971301/07/0811:1316,006,003,971401/07/0811:1412,602,601,831501/07/0811:1412,602,601,781601/07/0811:21111,6011,606,401701/07/0811:2226,0012,006,821801/07/0811:2413,503,501,471901/07/0811:28111,6011,603,952001/07/0811:4115,605,602,902101/07/0811:4115,605,602,902201/07/0811:42118,8018,806,722301/07/0811:4417,807,801,612401/07/0811:4523,507,002,942501/07/0811:4712,002,001,532601/07/0812:0113,203,201,84
The results I need:
ABCD1DATESALE BETWEENSALEMARGIN201/07/200810:00 TO 11:0030,009,65301/07/200811:00 TO 12:00148,8970,04
View 9 Replies
View Related
Jan 29, 2009
In table A i have the purchase date of all the articles bought with their corresponding quantities.
Table A:
Purches DateArticleQuantity12/12/2008Radio2012/12/2008Binocular6012/12/2008Fan3112/12/2008Iron5012/12/2008Sun Glass15012/12/2008Tv612/12/2008Head Phone3712/12/20082G Card12
In table B i have the sold dates of all the articles with their corresponding quantities.
Table B:
Sold On ArticleQuantity15/12/2008Iron115/12/20082G Card115/12/2008Radio216/12/2008Tv116/12/2008Iron217/01/2008Head Phone317/12/2008Iron117/12/20082G Card122/12/2008Radio127/12/2008Fan1
An finally table C is a result chart which shows the days between the purchase and the selling dates of the articles.
Table C:
Article Sale After purches date 12/12/2008 Days ?Sale RepeatRadioBinocularFanIronSun GlassTvHead Phone2G CardAfter Every ? Days3163453After Every ? Days1145After Every ? Days5After Every ? DaysAfter Every ? DaysAfter Every ? DaysAfter Every ? DaysAfter Every ? DaysAfter Every ? DaysAfter Every ? DaysAfter Every ? Days
View 9 Replies
View Related
Jun 6, 2008
I am trying to capture billable and non-billable expenses in a time sheet by date. I thought it was pretty simple, but after a few days of battling with the syntax (I am pretty new to macros)
I have attached the file I am referring to and highlighted in yellow the significant cells.
1. Trying to get data from the all expense sheets to the "Time Sheet" Tab by date and category.
2. Need to show the billable expenses expanded out to each category (meals, hotel, etc.) by date.
3. All nonbillable is summed up in one column by date.
June expense report has:
Date of ReceiptExpense Type "Billable? Total USD
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Airfare Yes - Recoverable$2,000.00
01-Jun-08 Ground Transport No - Training$20.00
05-Jun-08 Meals & Entertain Yes - Recoverable$15.00
05-Jun-08 Meals & Entertain Yes - Recoverable $50.00
1) There are TWO June 1, 2008 items that are "Airfare" & "Billable", therefore in the "Time Sheet Tab, I need it to show that under "Billable Airfare" for June 1, 2008 that it is $4,000.
2) Same as June 5, 2008 for Meals & Entertain.
3) All Non-billable (No - Training; No - XXXX; anything with NO) are summed up in one column by date in the "Time Sheet Tab"
4) There are multiple Expense reports and I need the macro to run through all of them dynamically as they input the data in to show on the "Time Sheet" tab.
This would make my job a lot easier if I could get this running. I dont' think it is too complex, but obviously too complex for me. I started on some of the vba below. I do not have all the parts yet, weird thing is, it did spit out a number, but now it is not. I'm at a loss.
...................................
View 9 Replies
View Related
Mar 30, 2009
I have a list of data in which it will ALWAYS have the following set up:
S-CustomerName-####
"S-" and "-####" will always remain the same - however, the customer name may be 2 digits or 20 digits - or anything inbetween.
I'm looking for a formula that will allow me to isolate the Customer name
I've attached a sample list of my data.
View 3 Replies
View Related
Mar 30, 2009
I have data for customers and the amounts they have paid.
In the amounts column i have figures and word.
What i wish to do is exclude/ filter from the list customers which only say large in the amount column.
However the problem i have is some customer which also have figures which i do not wish to exclude.
So basically i what to look down the whole list of customers for j blogg ( example) and see in the corresponding amount column. if it says large on every
amount line then i want to exclude them from the list.
View 9 Replies
View Related
Aug 1, 2012
I have a workbook where data is constantly changing
If two cell values become equal I want to capture and keep the value that was in another constantly changing cell at that time
The IF argument will only caapture the moment and then return to the IF False command
View 2 Replies
View Related
Apr 5, 2014
I have excel formula which let for different numbers appear in the same cell,
=IF(OR(F7={10,10.5,11,11.512,12.5,13,13.5,14,14.5,15}),5,IF(OR(F7={15.5,16,16.5,17,17.5,18,18.5,19,19.5,20}),11,IF(OR(F7>=20.5),15,"")))
for example we have AS1 cell in which appear first number 15, then it change to 5, then it change to 15, then it change to 11 etc. What i need is to capture and lock just the first shown number (in this ex. it has to be 15) and put it to another cell (for ex. cell AT1) Maybe there is any formula ?
View 3 Replies
View Related
Dec 6, 2005
I have a lot of workbooks with a date as a name (eg. 2004-08.xls or
1999-03.xls). I would like to capture the date portion of this name
with a formula in sheet 'Date' cell 'A4'.
View 12 Replies
View Related
Feb 3, 2009
I have been tasked with tracking the expected income for our Advertising Department. (I work for a newspaper.) The rate I charge an ad depends upon the total number of advertising units a customer purchases during an entire billing period. Essentially: I need to have a total of column G for when column B matches the current row. I need this in column K. The value of K should be the same when the value of B is the same.
My programing flow chart I sketched out checked to see if any row in column B that is above the current row matched the current row's data. If it did then it would use that row's value for the total number of units. If it did not it would add up the units from G when B matched the current column. I attached a document
View 2 Replies
View Related
Apr 16, 2009
I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.
Note: Its just a Example i have total 1924 data.
Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1
For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.
View 2 Replies
View Related
