Hello Excel Experts, please assist with the following query.
I receive a raw data report from our finance dept every month which I format for reporting purposes. I have created a simplified version of it in the attached file. I can sort the data to remove blanks, then sort into customer name/account number. The number of units of each product sold is shown but I would also like to show the customer total created automatically.
Unfortunately I am not good at macros and formula, so if there is some simple data formatting method of doing this, I would really appreciate it.
Many thanks for your help.
CINDY
Hi Cindy
Looking at your data the simplest way would be to create a pivot table and then drag in Customer Name and Product purchased - See sheet 2 on the attached.
You could also use Subtotal which is at the end of the ribbon on the data tab, this creates collapsable outlines at the side and takes a bit of getting used to - the wizard actually works out correctly what you want to do (sheet 3)
Either of these processes could be automated in VBA but i would say they are at the more advanced end of VBA and both process actually only take a couple of seconds.
Let me know how you get on
Hi Cindy,
if you only want to show total product purchase, just put your cursor inside the range, CTRL A, home -> format as table. From the Table tools, check on Total row
thank you both so much! a simple pivot table did the trick!
