Solved

Index with sum Formula

Posted on 2013-06-18
2
320 Views
Last Modified: 2013-06-19
I need to identify the top 10 customers for a selected item. My spreadsheet where I store all the data has individual rows for each sale of my items. There are multiple customers throughout the data. I need to be able to select an item and then have it list the top 10 customers based on sales $$$ for that item. Then I need to also sum up the total quantity sold for those customers for the item selected as well. There can be multiple lines for a customer so I need to sum up all the sales and then show the top 10 customers.

Columns used:

Customer Name  = D
Sales $$$ = V
Item # = I
Quantity = AZ

On a separate worksheet I will enter the item # in cell W3 and then I want the top 10 customers to be listed in row 7 thru 16 starting in column W. The sales $$$ in column X, and the quantity in column Y.

Any ideas? I know a pivot table would work best but I don't want to use those in this file.
0
Comment
Question by:Lawrence Salvucci
2 Comments
 
LVL 81

Accepted Solution

by:
byundt earned 500 total points
ID: 39258257
You would be much better off with a PivotTable--especially if you have a lot of data.

I used an auxiliary column that added up the sales $$$ for the customer & item, but only displayed that total on the first mention. For all other occurrences of that customer & item, the formula returns 0. I put this formula in column BB of Sheet1, but it could go on Sheet2 if you prefer.
=IF(COUNTIFS(D$2:D2,D2,I$2:I2,I2)=1,SUMIFS(V$2:V$150,D$2:D$150,D2,I$2:I$150,I2),0)

On Sheet2, I could then use this array-entered formula to return the biggest customer:
=IF(LARGE((Sheet1!I$2:I$150=W$3)*Sheet1!BB$2:BB$150,ROWS(W$7:W7))=0,"",INDEX(Sheet1!D$2:D$150,MATCH(LARGE((Sheet1!I$2:I$150=W$3)*Sheet1!BB$2:BB$150+ROW(Sheet1!D$2:D$150)/10000,ROWS(W$7:W7)),(Sheet1!I$2:I$150=W$3)*Sheet1!BB$2:BB$150+ROW(Sheet1!D$2:D$150)/10000,0)))

And to return the $$$ and quantity, these regular formulas:
=IF(W7="","",SUMIFS(Sheet1!V$2:V$150,Sheet1!D$2:D$150,W7,Sheet1!I$2:I$150,W$3))
=IF(W7="","",SUMIFS(Sheet1!AZ$2:AZ$150,Sheet1!D$2:D$150,W7,Sheet1!I$2:I$150,W$3))

In these formulas, the references to row 150 is arbitrary, and may extend beyond your data. Don't use the entire column if you value your recalc time, however.

The reference to ROW(Sheet1!D$2:D$150)/10000 is to break a tie in the sales $$$.
BiggestCustomersQ28161125.xlsx
0
 
LVL 1

Author Closing Comment

by:Lawrence Salvucci
ID: 39258978
Thank you for all your help. I greatly appreciate it! This is exactly what I was looking for. Perhaps on future projects I can incorporate pivot tables.
0

Featured Post

ScreenConnect 6.0 Free Trial

At ScreenConnect, partner feedback doesn't fall on deaf ears. We collected partner suggestions off of their virtual wish list and transformed them into one game-changing release: ScreenConnect 6.0. Explore all of the extras and enhancements for yourself!

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

A little background as to how I came to I design this code: Around 5 years ago I designed an add-in that formatted Excel files to a corporate standard, applying different cell colours and font type depending on whether the cells contained inputs,…
Excel can be a tricky bit of software to get your head around. Whilst you’ll be able to eventually get to grips with the basic understanding of how to get by, there are a few Excel tips that not everybody will even know about let alone know how to d…
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …
This Micro Tutorial will demonstrate the scrolling table in Microsoft Excel using the INDEX function.

773 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question