Count Number Of Customer Accounts In A Report
Feb 18, 2014
I'm looking to count the number of customer accounts in a report based on the branch number. I generally need to know, how many accounts has been opened per each branch without double counting the same account number (as it happens that the report may have duplicate number.
finally I need to know the sub total showing the total per branch and subtotal of all branches together.
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Feb 4, 2009
following calculation that someone created for me.
=LOOKUP(10^10,CHOOSE({1,2},0,AVERAGE(IF(Sheet1!$C2:$C13=$A2,IF(Sheet1!$B2:$B13-DAY(Sheet1!$B2:$B13)+1=B$1,Sheet1!$D2:$D13)))))
My problem is that I have some customer account numbers that are alpha/numeric (1B0012) and some that are just numeric (1675) . The above formula does not pick up the numeric accounts correctly.
Is there something that I need to add/remove from this formula so that it will pick up both? or is it a format issue?
I have attached an example of the spreadsheet with this problem. If you select either of the alpha numeric codes it works, but if you select the numeric code it doesn't.
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Apr 24, 2012
I have a workbook where i am trying to find duplicate accounts. I need to get a count of these duplicate accounts and i need to find the accounts as well. One last thing the workbook covers an entire year and i would like a formula that will cover the 12 sheets to provide the results.
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Jan 18, 2009
I have a sheet that lists customers in column A and then each customers Distribution & Sales over a period of time. The spreadsheet then flags if the customer has sold out in any month. I now require a count of maximum consecutive sellouts for each customer. For example:
Customer A S/O S/O nil nil S/O
Customer B S/O S/O S/O nil nil
Customer C nil S/O S/O S/O S/O
In the above example Customer A would have 2, B 3 and C 4 sellouts. I'm looking at about 10K customers I require for each product.
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Jan 27, 2014
I have a list of customer including customer name and customer number. Is there a way to exact customer number out only? This is the example list.
WAL-MART STORES INC - 1028
KOHL'S - 28983
JOHN'S PET PRODUCTS - 3692
PET SUPERMARKET, INC. - 2298
COSTCO WHOLESALE - INTERNATIONAL - 2783
LOBLAW CO-WESTERN GROCERS - 7424
All I want is the number behind the dash. There are few customers that have more than 2 dashes.
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May 3, 2014
I want to create a customer ID for thousands of customers and then be able to find the customer by doing a search for the ID later. I'm even thinking of using a customer phone number for the ID. What function can I use to later find the customer?
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Dec 14, 2007
I have the following formula copied down from A3 to A200 in a spreadsheet, which creates a unique standardized customer number for the each names listed in B3 to B200:
=IF(B3="","","S"&LEFT(B3,1)&"-"&TEXT(SUMPRODUCT(--(LEFT($B$3:B3,1)=LEFT(B3,1)))*10,"0000"))
Therefore, with the following names listed in B3 to B10:
UPS
FedEx
Fisher Price
Bell Canada
Grand & Toy
Rogers Cable
Dominion
Blue Jays
The respective customer numbers would be:
SU-0010
SF-0010
SF-0020
SB-0010
SG-0010
SR-0010
SD-0010
SB-0020
I would like these numbers to be static, so I would appreciate it very much if someone can give me a VBA code to replace the formula.
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Jun 27, 2006
I am trying to automatically show the date of the last invoice per the customer number.
I have attached an example.
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Oct 8, 2008
I’m getting data from query. My data has fields: Item No, Customer ID & Sales rep.
I need to find out for each Item number which customer put order and who was the sales rep. (Excel 2002). see file attached.
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Dec 9, 2011
I am trying to do a vlookup to 1 sheet based on customer number and return price. If no customer number than I want to do a vlookup based on dunnage number to return the price. This is what I have for a formula but it never returns a value if one is found in the first lookup.
=IFERROR(VLOOKUP(C4,'Dunnage Exception'!A:C,3,FALSE),IFERROR(VLOOKUP('Raw Data'!D4,'Dunnage Master'!A:C,3,FALSE),"0"))
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Aug 29, 2012
I am trying to create a formula that will determine the number of orders for a specific customer whose orders have a pallet count between a certain range. The customer code is a cell reference, as well as the beginning and ending values I am looking for. I have the data on a separate tab from where I am putting the formula.
Here is what I was trying to use, but it was coming up with "0" for everything:
=COUNTIFS(Data!$I:$I,E7,Data!$I:$I,">=A8",Data!$I:$I,"
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Feb 17, 2014
I have a workbook consisting of two sheets: a Monthly Class Schedule (Divided into five one-week blocks. Each block's vertical is Mon to Fri, the horizontal is 9 class slots. There are 45 class slots pw). Each class has one student and the cells are filled 'Student Number, First Initial, Surname' eg, '666 J Smith'. Students may be scheduled for several class slots per week and some class slots have no students scheduled. When the student attends a 'P'is added at the beginning of the cell eg,'P 666 J Smith'.
The Student Attendance Report has the students listed vertically on the left, arranged by Student Number, and then a column for each week.
At the moment I have to manually count the classes each student has attended for each week and enter the attendance figures in the appropriate week column. It's a PitA so I want to automate the process by using the S#s in the Attendance Sheet to search the week blocks in the Schedule Sheet for 'P S#' and auto-fill the week columns in the Attendance Sheet.
Sched and Attend February 2014.xls
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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
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Dec 5, 2007
I have an excel spreadsheet which calculates the count and value of line items based on a report. I use the sumproduct function to calculate this as it involves multiple criteria. The formula is use is
SUMPRODUCT(('Report 50'!$C$2:$C$64992= Dashboard!$B172)*('Report 50'!$H$2:$H$64992=Dashboard!G$2)*(LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")*('Report 50'!$L$2:$L$64992=15))+SUMPRODUCT(('Report 50'!$C$2:$C$64992=Dashboard!$B172)*('Report 50'!$H$2:$H$64992=Dashboard!G$2)*(LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")*('Report 50'!$L$2:$L$64992=19))
I think the possible error is coming out of this criteria (LEFT('Report 50'!$S$2:$S$64992,14)="credit transfe")
Out of one particular field i am picking those line items in which the first 14 characters are "Credit Transfe", if i eliminate this criteria i dont get error.
But this is the main criteria for my calculation. Most of the time i dont get any error , but sometines i get the # Name Error? When i double click on the cell it goes to one column. I dont know what to do from there.
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Oct 31, 2005
I have a coulmn with results in that are in a decimal point example .01, .02.
At the bottom of the coulumn I want to report the max number and the min
number but it does not. Also in one column my results are listed as <0.05
etc. At the bottom of this column I want to report the max and min but it
does not. I believe because they are not whole numbers. Is there a way to
report these numbers. I tried an IF formula where if <0, max(i12:i36) but
that did not work.
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Jan 9, 2007
I have 1) a list of 10,000 customer records with customer numbers (including duplicates) in field A, and 2) a separate list of 25 customer numbers that are "red" accounts.
I want to add a new ID field to the larger customer list, and using the 25 red IDs, I want to mark any of the 10K records that match the list of 25 with an "x".
I thought about using multiple nested-function formulas and concatenating the results, but then, I always do things the hard way! ...
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Mar 24, 2008
On worksheet1 I have the following
joe | apple
joe | pear
joe | lettuce
joe | orange
tom| apple
tom| lettuce
abe| apple
abe| orange
abe| lemon
On worksheet2 I would like
apple | 3
pear | 1
lettuce | 2
orange | 2
lemon | 1
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Dec 27, 2011
I recently showed my supervisor (again) how to double click on a pivot table to generate a worksheet that shows the records that were used to calculate the pivot table information. He's finally impressed and now wants me to perform the following miracle:
Workbook 1 contains multiple pivot tables showing completed project costs. The tables are broken down by various topics such as designer, worktype, project number, and amount of overrun or underrun. I update this report each month with completed projects.
Workbook 2 is a new report recently developed which contains contract modifications for ongoing and completed projects. It is updated weekly but may be updated monthly in the future.
He would like to click on a project number in Workbook 1 and have it generate a report with Data from Workbook 2 showing all the contract modifications that were written for the project. I told him this would probably work better in Access but he gave me "that look" because he does not want to use Access. This will be shared with other members of management who also do not want to use Access.
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Dec 9, 2008
I'm trying to create an aging accounts table from transaction data. I am tracking loans. Here's the layout of the data that I have. Positive entries mean that a new loan was taken out. Negative entries mean that a loan payment was made.: ...
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Aug 30, 2012
I have two spreadsheets, one named Tracker, the second named Data. Data is a central database spreadsheet with account #s and Tracker pulls information from it. A team is assigned an account based on the last two #s of the account #, called term digits.
Goal: A VLOOKUP to where if a column equals the term digit range (example, any accounts ending in 00 to 09), it will pull the account # from Data to Tracker.
That part is easy, the tricky part I'm having issues with is that I need it to do the search mentioned above AND search for account #s that end in 60.
So: search for 00 to 09 and 60, pull the account # from Data to Tracker once found.
Edit: Term Digit is on column B and the account # is on column A - both in the Data spreadsheet
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Aug 30, 2013
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$A2
Math
=Data!$B2
Reading
=Data!$C2
Science
=Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
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Aug 7, 2013
I need to count the number of equal cells in col D beginning at the top of the column. The counted cells must begin with a text prefix of "Category:" without the quotes.
Some but not all of the cells in col D begin with a prefix of "Category:" without the quotes, followed by a word or words following the word "Category:" See examples below. All of the terms prefixed with "Category:" in col D are in alphabetical order. I need to count the number of identical cells in col D with the "Category:" prefix.
Examples of the contents of cells in col D with the "Category:" prefix are as follows:
Category: Adversity
Category: Answers
Category: Assurance
Category: Blessings
Category: Build
Category: Change
Category: Children
Category: Choices
Cells above and below cells with a prefix of "Category:" in col D are not adjacent.Cells above and below cells with a prefix of "Category:" in col D are separated by 3 to an undermined number of rows.
I need to count the number of equal cells in col D and insert the count in col A at the last equal term. For example, col A above would have 93, 1, 1, 5, 10, 8, 3, and 12 inserted into col A.
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Aug 21, 2006
going down are stores a, b, c, d.... what i'm filing in across is the square feet of each store and what quartr or year each store came into place. so there will either be a 0 or a number Now, I want to be able to count the number of nhew stores each quarter. how do i create a formula that just recognizes it the first time there is a number and not a zero... because i will put the square feet in subsequent quarters after it opens so i can see yearly how many square feet the store had. then also, how can create a button on the page that will say quarterly numbers and a button that is annual. so that i can hide the quarterly columns and just see an annual spreadsheet... and for the quarterly button so i can hide the annuals and just see the quarters....
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Apr 26, 2007
For example
Name Address Phone # zip
Danielle 4561
Danielle 9852
Danielle 22
Danielle 69
Joe 895
Joe 28
John 9821
John 1114
John 698
Say I did a search for Joe. I want to report back all the addresses in which he resided but there's no way to tell how many rows of data each person has. Joe has 2 rows, Danielle has 4 rows and John has three. How do I report back all the relevant rows?
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Oct 1, 2009
I've got a pretty large budget spreadsheet my department has used for about 5 years now. I want to add multiple totals for different accounts per sheet, however my problem is when I or someone else adds a row at the bottom(above the totals) it is not added into the calculation. I'm using simple formulas right now to total sums and also show remaing money in budget.
For example:
Cell F117 is the total amount spent "=SUM(F112:F116)"
Cell G117 is my budget total, just a number
Cell H117 is the difference "=SUM(G117-F117)"
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Jan 22, 2010
I’ve thought up a workbook with four sheets named “Employees Summary”, “EMP001”, “EMP002”, “EMP003” and a number of customer account sheets. Customer account sheets are named by their account numbers.
Now for the hard part. I will have three employees. All of us will have to login to the workbook with a username and password. Usernames would be. Administrator, EMP001, EMP002, EMP003. You should be able to change your password at any time.
All sheets will be visible to the administrator. Employees will only be able to see their respective “EMP” sheet and "Employee Summary" sheet. the rest is hidden. And the really hard part Every employee will enter all their transactions for the day into their respective sheets....
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Feb 27, 2013
I need formula for aging of accounts receivables.
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Nov 13, 2006
I have a report that I ran that gives me all the customer we have. Unfortunately, my system gives me a separate line item for any thing that my be different within the account like the account has multiple services. I need a way through excel or vba to take these multiple rows of the same acct # and site # and combine it into one line. Each account and site could have multiple services so I would need each consecutive service to be moved to last empty cell of the first such account.
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Oct 3, 2007
I have a spreadsheet that's full of Accounts Receivable data, ie customer name, invoice number, amount due, etc.
Problem is that there are hundreds of customers mixed together. I'd like to split this spreadsheet into a sheet for each customer so that I can send the individual pages out as statements.
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Jul 2, 2008
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
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