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First time in the Excel Section... Be gentle please!
I have a spreadsheet which lists all visits by all clients. With this information, I wish to create a report that lists the most frequent visitors. I think that the best way to do this is to group the client visits so I can see how many visits each client has made and then sort the clients by this number of visits. I really don't know where to start on this! Any help please? |
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Hello,
Probably a PivotTable http://www.ozgrid.com/Excel/excel-pivot-tables.htm -- Regards Dave Hawley www.ozgrid.com "Rich Stone" wrote in message ... First time in the Excel Section... Be gentle please! I have a spreadsheet which lists all visits by all clients. With this information, I wish to create a report that lists the most frequent visitors. I think that the best way to do this is to group the client visits so I can see how many visits each client has made and then sort the clients by this number of visits. I really don't know where to start on this! Any help please? |
#3
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Thanks for your reply. Could you possibly explain how I would do this? I'm
afraid my excel skills don't stretch too far in this aspect and I've never used pivot tables. |
#4
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Rich Stone wrote:
Thanks for your reply. Could you possibly explain how I would do this? I'm afraid my excel skills don't stretch too far in this aspect and I've never used pivot tables. Besides the link already provided by Dave, you can also look here for introductions to PivotTables: http://peltiertech.com/Excel/Pivots/pivotstart.htm Check them out and see if you can work it out. They are not that difficult. Otherwise, without a lot more information about your worksheet layout, it would be difficult to help further. |
#5
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Thanks for the link, but I'm still in the dark on how this will help me. As
you suggested, here's some more info... The spreadsheet is basically a table with the headings of: - Visit date - Client reference - Client name There are over 1000 clients included in the table with up to 20 visits per client in some cases. There are two steps I need to take. Firstly, count how many visits are recorded per client. Secondly, list the top 10% of the most frequent visitors. It sounds so simple but I am really struggling! |
#6
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Rich Stone wrote:
Thanks for the link, but I'm still in the dark on how this will help me. As you suggested, here's some more info... The spreadsheet is basically a table with the headings of: - Visit date - Client reference - Client name There are over 1000 clients included in the table with up to 20 visits per client in some cases. There are two steps I need to take. Firstly, count how many visits are recorded per client. Secondly, list the top 10% of the most frequent visitors. It sounds so simple but I am really struggling! Those links provide step by step instruction on how to create a PivotTable. Are you able to get that far? Again, more specifics about your worksheet layout would be necessary to provide an exact solution. That would include the EXACT layout of your table, including column and row references. Like this: Headers are in row 1. Column A through C are as follows: Visit date Client reference Client name Data is in rows 2 through 15000. Assuming that is the case, select cell A1 and then Data / PivotTable and PivotChart Report. Click "Next". Confirm that the selected range includes your headers and all data. Click "Next". Select "New Worksheet". Click "Layout". Drag "Client name" to the Row area. Drag "Visit date" to the Data area. Click "OK" and "Finish". On the PivotTable that was created, right-click "Client name" and select "Field Settings". Click "Advanced". Under AutoSort options, click "Descending" and for Using field select "Count of Visit date". Under Top 10 AutoShow, click "On" and confirm Top 10 and Using field "Count of Visit date". Click "OK" and "OK". |
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