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Using Excel to Create the customers profile

Posted on 2012-03-29
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Last Modified: 2012-08-13
Hello
I have an excel sheet like this example
Name      City       State      Age      Occupation
Jack      Boston      MA       25-40      Student
Paul      Miami      FL      40-50      Vetern
Nick      Boston      MA      40-50      Veteran
Nick      Los Angeles      CA      25-40      Business owner
                        


I want to filter the spreadsheet in an order to be able to create the customer profile for example  how many register from a specific State what is the average age and  occupation. After that a want to create a pie diagram to present the results.  
thank you
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Question by:kriftsi
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byundt earned 400 total points
ID: 37785589
Excel has a tool called PivotChart that is perfect for your application.

Put your data in a Table
1) Select any cell in your data
2) Use the Insert...Table menu item (and click the prompt OK) to turn the data into a Table. Make sure the box for "My table has headers" is checked.

Create a PivotTable with PivotChart
1) Select any cell in your data
2) Use the Insert...PivotTable...PivotChart menu item and click OK in the resulting wizard. This will create a blank PivotTable on a new worksheet.

1) Drag State into the Axis field
2) Drag Name into the Values field
3) Right-click the chart and choose Change Chart Type ....Pie chart

Repeat the steps to create a PivotTable with PivotChart on previous page plus this one for Age and Occupation
PivotChartQ27655187.xlsx
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LVL 81

Expert Comment

by:byundt
ID: 37785593
The preceding instructions are written around Excel 2007 and 2010.

Excel 2003 and earlier will vary somewhat because there is no Table feature. You can use a dynamic named range instead with a Refers to formula like:
=$A$1:INDEX($E:$E,COUNTA($E:$E))

If the wizard uses a fixed address for the data, replace it with the name of the Table (or the dynamic named range).

If you add, delete or change data, you will need to right-click your charts and choose Refresh to get them to update.
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