clients

  1. E

    Sorting Data In A Pivot By Month to create trendline

    Hi There, I created a Pivot Table that lists out client information and the months they had software licenses. I have the data below, but would like to sort by month so it sorts by all clients with licenses in Jan, then Feb, then Mar, etc. So what should happen is when this report is finalized...
  2. P

    Password Protected worksheet and workbood does not prompt for password

    Hi I password protect several sheets and the workbook in an Excel file before passing it on to my clients. When I get it back with their edits, the sheets and workbook are still protected, but clicking "unprotect" unprotects them without asking me for the password.My clients are not computer...
  3. J

    PERCENTRANK Ignore Specific Criteria

    Hi, I need to find the Percentile Rank of my client's revenue from a list of peer companies an their associated revenues. The challenge is that my client's revenue is included in the same table as the peer company revenues, but I do not want my client's revenue affecting the formula output. The...
  4. I

    Remove Spam Emails From Total Client List

    So were a tiny science company and I'm trying to help out 'sales' department girl by setting up a macro that will simplify her job a bit... She has a ton of emails and a list of customers who want to be removed from the email list. I'm trying to automate this for her.. I found some stuff out...
  5. D

    Unique list from Table column and sum 2nd column values

    I'm not sure of the best way to work this but equally I think it must be a common requirement so if someone could simply tell me what it is I'm trying to achieve i can google away and find the solution (I think) - I'm not even sure that makes sense! here goes I have a table which lists all my...
  6. A

    Automate Excel Mail merge msgs to multiple email id

    Hi, I am new to mail merge and while going thru posts and instructions i could not find post wherein it shows the steps to send mail merge email to multiple email id. If this is the repeated post, would appreciate if some one would relay me to correct post and apology for re-posting...
  7. M

    Excel help

    Hello, I am currently working on a project and I am in need of excel assistance. I have a sheet that has a lot of client data (e.g. name, date of assistance, reasons for seeking help). In another sheet, I am gathering data with regards to all clients. For instance, I want to know how many...
  8. C

    A noob and Powerbi

    Hello. I am trying to get a monthly report setup for a monthly status meeting. One field that I want to visualize is a clients average profits in a given market(state/county) vs all other clients in the same market. I want to be able to slice this based on the state/county. Client - X All other...

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