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Index with sum Formula

Posted on 2013-06-18
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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.
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Question by:Lawrence Salvucci
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byundt earned 500 total points
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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
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by:Lawrence Salvucci
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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.
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