Home |
Search |
Today's Posts |
#1
![]()
Posted to microsoft.public.excel.worksheet.functions
|
|||
|
|||
![]()
Hi:
I receive spreadsheets each quarter that identify customers who pay invoices late. Every quarter, I receive a new worksheet. I have copied about 16 worksheets (4 years total) into one master worksheet. What I am interested in doing is asking Excel to show me customers who appear over a certain number of times, say 4 or more out of the 16 worksheets. (I.e., there are 4 or more rows within the worksheet that have the identical entry in the field in question) The field in question could be either a customer number, which is 5 digit number that could be treated as text or a number, or I could use the mailing address field, or last name field, etc.. Regardless, is there a way I can ask excel to look at all records/rows, identify which field has 4 or more identical entries, and then display those records. The max possible would 16 occurances, if they were late every quarter. Let me know if I am not being clear enough in my request. Thank you. |
#2
![]()
Posted to microsoft.public.excel.worksheet.functions
|
|||
|
|||
![]()
Assuming that you have all this data in one sheet called "combined",
then insert a new sheet, highlight the customer number field, click <copy and then paste the column into the new sheet in column A. You need to have a header row, so insert one if necessary and call the column Cust_ID. Highlight all the data including the header and click on Data | Filter | Advanced Filter and in the pop-up panel check the data range (should be the same as you have highlighted) and click Unique Records Only and Different Location - specify $C$1 as the location. When you click OK you will have a list of unique Customer IDs in column C, and you could now delete columns A and B to put this in column A. Then you can introduce this formula in B2: =COUNTIF(combined!A2:A1000,A2) which assumes that your customer numbers in the combined sheet occupy cells A2 to A1000 - adjust as necessary. You can then copy this formula down column B for as many entries as you have in column A. By sorting A and B in descending order of column B, you will then have a league table of bad payers - you can always use VLOOKUP in columns C onwards to return the name and address details of the customer from the combined sheet. Hope this helps. Pete On Apr 26, 8:29 pm, Brooks wrote: Hi: I receive spreadsheets each quarter that identify customers who pay invoices late. Every quarter, I receive a new worksheet. I have copied about 16 worksheets (4 years total) into one master worksheet. What I am interested in doing is asking Excel to show me customers who appear over a certain number of times, say 4 or more out of the 16 worksheets. (I.e., there are 4 or more rows within the worksheet that have the identical entry in the field in question) The field in question could be either a customer number, which is 5 digit number that could be treated as text or a number, or I could use the mailing address field, or last name field, etc.. Regardless, is there a way I can ask excel to look at all records/rows, identify which field has 4 or more identical entries, and then display those records. The max possible would 16 occurances, if they were late every quarter. Let me know if I am not being clear enough in my request. Thank you. |
#3
![]()
Posted to microsoft.public.excel.worksheet.functions
|
|||
|
|||
![]()
Sorry, you will need to make the formula:
=COUNTIF(combined!A$2:A$1000,A2) Pete On Apr 27, 1:12 am, Pete_UK wrote: Assuming that you have all this data in one sheet called "combined", then insert a new sheet, highlight the customer number field, click <copy and then paste the column into the new sheet in column A. You need to have a header row, so insert one if necessary and call the column Cust_ID. Highlight all the data including the header and click on Data | Filter | Advanced Filter and in the pop-up panel check the data range (should be the same as you have highlighted) and click Unique Records Only and Different Location - specify $C$1 as the location. When you click OK you will have a list of unique Customer IDs in column C, and you could now delete columns A and B to put this in column A. Then you can introduce this formula in B2: =COUNTIF(combined!A2:A1000,A2) which assumes that your customer numbers in the combined sheet occupy cells A2 to A1000 - adjust as necessary. You can then copy this formula down column B for as many entries as you have in column A. By sorting A and B in descending order of column B, you will then have a league table of bad payers - you can always use VLOOKUP in columns C onwards to return the name and address details of the customer from the combined sheet. Hope this helps. Pete On Apr 26, 8:29 pm, Brooks wrote: Hi: I receive spreadsheets each quarter that identify customers who pay invoices late. Every quarter, I receive a new worksheet. I have copied about 16 worksheets (4 years total) into one master worksheet. What I am interested in doing is asking Excel to show me customers who appear over a certain number of times, say 4 or more out of the 16 worksheets. (I.e., there are 4 or more rows within the worksheet that have the identical entry in the field in question) The field in question could be either a customer number, which is 5 digit number that could be treated as text or a number, or I could use the mailing address field, or last name field, etc.. Regardless, is there a way I can ask excel to look at all records/rows, identify which field has 4 or more identical entries, and then display those records. The max possible would 16 occurances, if they were late every quarter. Let me know if I am not being clear enough in my request. Thank you.- Hide quoted text - - Show quoted text - |
#4
![]()
Posted to microsoft.public.excel.worksheet.functions
|
|||
|
|||
![]()
Pete:
I will try this tomorrow at work and let you know how it works. What does the advanced filter function do for me? It seems like I will be eliminating any instance where the customer has several entries. Do I really want to do this, as that is what I am trying to count. Thanks, Brooks On Apr 26, 8:13 pm, Pete_UK wrote: Sorry, you will need to make the formula: =COUNTIF(combined!A$2:A$1000,A2) Pete On Apr 27, 1:12 am, Pete_UK wrote: Assuming that you have all this data in one sheet called "combined", then insert a new sheet, highlight the customer number field, click <copy and then paste the column into the new sheet in column A. You need to have a header row, so insert one if necessary and call the column Cust_ID. Highlight all the data including the header and click on Data | Filter | Advanced Filter and in the pop-up panel check the data range (should be the same as you have highlighted) and click Unique Records Only and Different Location - specify $C$1 as the location. When you click OK you will have a list of unique Customer IDs in column C, and you could now delete columns A and B to put this in column A. Then you can introduce this formula in B2: =COUNTIF(combined!A2:A1000,A2) which assumes that your customer numbers in the combined sheet occupy cells A2 to A1000 - adjust as necessary. You can then copy this formula down column B for as many entries as you have in column A. By sorting A and B in descending order of column B, you will then have a league table of bad payers - you can always use VLOOKUP in columns C onwards to return the name and address details of the customer from the combined sheet. Hope this helps. Pete On Apr 26, 8:29 pm, Brooks wrote: Hi: I receive spreadsheets each quarter that identify customers who pay invoices late. Every quarter, I receive a new worksheet. I have copied about 16 worksheets (4 years total) into one master worksheet. What I am interested in doing is asking Excel to show me customers who appear over a certain number of times, say 4 or more out of the 16 worksheets. (I.e., there are 4 or more rows within the worksheet that have the identical entry in the field in question) The field in question could be either a customer number, which is 5 digit number that could be treated as text or a number, or I could use the mailing address field, or last name field, etc.. Regardless, is there a way I can ask excel to look at all records/rows, identify which field has 4 or more identical entries, and then display those records. The max possible would 16 occurances, if they were late every quarter. Let me know if I am not being clear enough in my request. Thank you.- Hide quoted text - - Show quoted text - |
#5
![]()
Posted to microsoft.public.excel.worksheet.functions
|
|||
|
|||
![]()
The advanced filter will give you a unique list from the combined
sheet and the formula will count them, so you will end up with something like this after sorting: Cust_ID Number 01723 6 00457 5 00046 3 01945 3 01321 2 etc, with perhaps the names and addresses in columns C onwards. You only need a single entry in this second sheet for each late payer. Pete On Apr 27, 1:30 am, Brooks wrote: Pete: I will try this tomorrow at work and let you know how it works. What does the advanced filter function do for me? It seems like I will be eliminating any instance where the customer has several entries. Do I really want to do this, as that is what I am trying to count. Thanks, Brooks On Apr 26, 8:13 pm, Pete_UK wrote: Sorry, you will need to make the formula: =COUNTIF(combined!A$2:A$1000,A2) Pete On Apr 27, 1:12 am, Pete_UK wrote: Assuming that you have all this data in one sheet called "combined", then insert a new sheet, highlight the customer number field, click <copy and then paste the column into the new sheet in column A. You need to have a header row, so insert one if necessary and call the column Cust_ID. Highlight all the data including the header and click on Data | Filter | Advanced Filter and in the pop-up panel check the data range (should be the same as you have highlighted) and click Unique Records Only and Different Location - specify $C$1 as the location. When you click OK you will have a list of unique Customer IDs in column C, and you could now delete columns A and B to put this in column A. Then you can introduce this formula in B2: =COUNTIF(combined!A2:A1000,A2) which assumes that your customer numbers in the combined sheet occupy cells A2 to A1000 - adjust as necessary. You can then copy this formula down column B for as many entries as you have in column A. By sorting A and B in descending order of column B, you will then have a league table of bad payers - you can always use VLOOKUP in columns C onwards to return the name and address details of the customer from the combined sheet. Hope this helps. Pete On Apr 26, 8:29 pm, Brooks wrote: Hi: I receive spreadsheets each quarter that identify customers who pay invoices late. Every quarter, I receive a new worksheet. I have copied about 16 worksheets (4 years total) into one master worksheet. What I am interested in doing is asking Excel to show me customers who appear over a certain number of times, say 4 or more out of the 16 worksheets. (I.e., there are 4 or more rows within the worksheet that have the identical entry in the field in question) The field in question could be either a customer number, which is 5 digit number that could be treated as text or a number, or I could use the mailing address field, or last name field, etc.. Regardless, is there a way I can ask excel to look at all records/rows, identify which field has 4 or more identical entries, and then display those records. The max possible would 16 occurances, if they were late every quarter. Let me know if I am not being clear enough in my request. Thank you.- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
![]() |
||||
Thread | Forum | |||
return multiple rows of data based on criteria | Excel Worksheet Functions | |||
Extracting the most frequently occuring text from a range | Excel Worksheet Functions | |||
Count Intervals of 2 Consecutive Values in same Row and Return Count across Row | Excel Worksheet Functions | |||
Count Intervals of Filtered TEXT values in Column and Return Count across a Row | Excel Worksheet Functions | |||
Count rows based on multiple criteria | Excel Worksheet Functions |