customer

  1. T

    SumIfs' formula with Multiple criteria including dates

    Hello, Hopefully somebody can help me, I am trying to creating a sumifS formula or something I am looking to sum Qtys by date and item number from one sheet and match up to the item on a separate sheet: Sheet1 looks the following: A | B| C | D |...
  2. D

    Looking for samples of Client List Database where Dates and/or Number of Visits can be tracked

    Hello all. I'm a basic Excel user trying to create a spreadsheet for a friend - also a basic Excel user - who owns a dog grooming business. It will be your standard client list, with a few special columns like: Special Needs (like muzzle - will bite, or soothing oatmeal shampoo for skin...
  3. S

    Delete rows if condition met without using filter

    I wanna select rows and delete them without using filter. The reason is that the Model No. is common but customer code is different and sum of required qty. is also different. So i want to keep only those customer code rows which sum is greater than other customer code rows. I have a very large...
  4. S

    Lookup If Blank Or only have certain value

    Good day, I have a sheet with Asset Type code, Customer plant and Asset Number. The Asset Type code indicates the configuration on the machines and is not a unique number. The Customer plant is also not unique but Asset Number is unique. There can be numerous Asset numbers for one Asset Type...
  5. W

    Distinct values - Powerpivot

    I've been doing some work to identify some issues with the data in a couple of my database tables. I've got one table [tbl_customer] with a reference number (unique) and details of customers, and another [tbl_sales] with details of the products that they've purchased (many products and many...
  6. T

    Where to Start?

    Hi Folks, Been a while... Anyway I'm looking at a simple list of all active customers and all their invoices. I've got three columns; Name, Invoice Date, and Invoice Amount. I'm looking for a way to say 'if the customer has invoices prior to 2019 then ignore them and move on to the next...
  7. M

    Another Sum If By Color Question

    Hello! I’ve checked similar threads for the answer to the following, however I’m either not clearly seeing the answer in one of them, or it just doesn’t exist yet. First off, I know next to nothing when it comes to VBA and UDF. If I did, I likely wouldn’t be here. ;) I have what can...
  8. S

    Lookup If Blank Or only have certain value

    Good day, I have a sheet with Asset Type code, Customer plant and Asset Number. The Asset Type code indicates the configuration on the machines and is not a unique number. The Customer plant is also not unique but Asset Number is unique. There can be numerous Asset numbers for one Asset...
  9. gheyman

    A Query that only shows the lastest/Last record for each vendor

    If I had a table with vendor history of each purchase they made (the table has the same customer listed numerous times under VendorName). The table has a "CreatedDate" field that puts the date the record was created in it and the table also has an AutoCount field "ID_NISTSL". So there are two...
  10. A

    OBIEE Case formula

    Hi all, I am trying to write a case in OBIEE for the first time. It does not like what I am doing. Can you take a look? I am trying to write a case based on the customer name ( we have about 15 special names give or take) that need to be identified, the rest get assigned to a category called...
  11. J

    How do I sort things in the right order when events happen at the same time

    I need to find a way to sort each line by Column A and then by Column D. The problem is that some events happened at the same time. The idea is to provide a timeline of each Incident Number in Column A. How can I get excel to know that if the timestamp is the same, the line that goes first is...
  12. R

    Excel-built customer journey map

    Hi all, We're spitballing some ideas at work and want to see a map of our customer journeys. We have 19 different product types and want to see how they travel from one product type to another, or stay within the same product type each booking. I have no idea how to present this data in a...
  13. D

    Automating "Find"

    Does anyone have a suggestion on how I could create a situation where clicking on a particular word in a cell initiates a Find for that word? I have a list of customers and it would be helpful to be able to click on a particular customer and then see all the other locations in my workbook that...
  14. E

    VBA: Is there a way to validate a cell's value against the same cell's formatting?

    Is there a way to validate a cell's value against the same cell's formatting? What we are trying to do... I see there is the "match" function but I don't think this is what the customer is looking to do. I believe this is just looking for a value that matches a designated value. When the...
  15. M

    Challenging If/And statement help please

    Good day! I hope someone can assist me with the following problem I am trying to get a return value of Yes/No indicating if the customer is active for the current month based on the following (which are all dates) Example 1 Contract Start Date: 01/01/2014 Contract End Date: *blank* Current...
  16. B

    Power Pivot or Power Query to show all claim lines for a customer with a specific event

    I have a spreadsheet with multiple claim lines per day for various events taking place per customer. I am looking for either a Power Query or Power Pivot solution to show all claim lines for only dates where a particular event took place on one of the claim lines. For example, if customer ID...
  17. B

    Filter Data from Drop Down List

    Hello All, This is what I need to do. I have a drop down list in sheet 1 that when a customer name is selected I want to copy in just the selected data for that customer name from another worksheet. I do not want to see all the records just the records associated for that customer. I've tried...
  18. J

    Return all billing codes billed per customer visit

    Hi folks, I need a formula column to aggregate the codes billed per customer visit (solution would look like E2:E10 below). Then later I can include the results in a PivotTable to see the combo frequency of codes billed at this store. There is a large list of customer transactions. Each row...
  19. Z

    Vlookup question

    I have 2 sets of Data range18 and range19. I am trying to use vlookup to get data from range 18 according to look up criteria in range19. It will return the first lookup but after that I get a run-time error '1004': Unable to get the Vlookup property of the WorksheetFunction class. Please help...
  20. P

    loop through each last row

    Hi, I have workbook. In sheet 1 I have below <tbody> Customer Name Sales Amount Customer A Customer B </tbody> it continuous n number of customers. And sheet 2 name is Customer A, sheet 3 name is Customer B.. sheet 4..sheet 5 Customer N number.. Each customer sheet has sales...

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