customer

  1. A

    Show Selected Customer ID #

    I have a worksheet with Customer Information. In Columns D-T is the Customers information Headers address, phone, email, etc. In column D are the Customers ID #'s I would like to take the Customer ID# for the selected customer and show it in Cell B2 . Is there a way to do this? I have attached a...
  2. A

    Sharing a Workbook that can be filtered

    Please help! I have been searching for days to find an answer. I'm sure that I am not the first person to want to share a worksheet and allow each user to filter to their needs. There has to be a solution. So I have a worksheet that has several macros and VBA's that I would like to share and...
  3. L

    Help with hyperlink lookup

    What I'm trying to accomplish is this: I have a customer field in C2. I'm trying to generate a specific hyperlink to different web pages in S38, based on the customer inputted into C2. I tried using data to make a =Hyperlink(vlookup function, and it works. As I switch the customer name...
  4. D

    Array Formula?

    Hi all, I think I need an Array formula, and I'm not competent with those. I have two documents I need to compare. Salesforce and KPHC. There are duplicate values In Salesforce: CustomerID - Column D Address - Column U In KPHC: Customer ID - Column L Address - Column E There ARE duplicates...
  5. D

    Index + Match formula?

    I have two files I need to compare. I am supposed to compare using the Customer ID number (in column D of my Salesforce doc). Unfortunately, there are multiple occurrences of these as there are multiple locations. I've been asked to match the customer ID AND address to make sure they're in sync...
  6. M

    Count non blanks 5 years from the last non blank date

    I have a sheet with the column headers as dates by month and year. Column A is "Jan 2002", Column B is "Feb 2002" etc until Column HC "May 2019". In Column HG I have a the date of the last time my customer ordered "Aug 2007" for example. For each month there is either a dollar amount or it is...
  7. A

    Search function to find customer

    I am just learning how to create VBA's and need some help please! I have a worksheet that I am using to manage customer information. In rows "E" trough "T" are the fields for customer information such as customer name, address, phone,etc. I have over 1500 rows of information to keep track of. I...
  8. S

    use reference cell to return dropdown list of partial matches

    Hello, I am trying to pullup a customer# based on their name in cell D1. There can be many customers with similar names. I am looking for help to populate a drop down list which the user can select to get the exact match. The cell D1 is populated by a designer, who may use apostrophes...
  9. W

    Filter Pivot table by each customer and auto email invoices unpaid

    Attached file. after you step into the macros. once it filters invoices unpaid by the first customer, in the pivot. It gives an error I was not able to resolve this. anyone able to help me run this code please. Objective of this macro is automate: filter on pivot for each customer, that...
  10. H

    VLOOKUP or Advanced Filter in vba for my userform

    Hi All, I'm trying to develop a Userform to capture defects detected in an electronic manufacturing plant. Userform (below): I have managed to set up dependent combo boxes that helps to identify the customer and part number. I would like the Assembly Description to be populated in a...
  11. C

    SUMPRODUCT not working - what is wrong?

    Hi, I want the formula in Sheet1 to sum total sales for all months per customer per order. Column B in both sheets= customer number. Column E in both sheets= order number. Q5-AG280= sales per month per customer and order and range to be summed...
  12. T

    Top 5 Customer in Power BI

    Hi fellows! Background: I'm trying to do a dynamic top 5 customer based on the quantity of sales they've made. I created a measure Total_Sales using the "Qty" column of table "Sales". Important: the measure Total Sales will be part of the table "Sales". The argument "Sales[Total_Sales] does...
  13. T

    Easy question for those who know - data population into a template...for printing.

    HI Folks.....Just a regular Pool Service guy here....Looking to use Excel to maintain Route Sheets. I want to have one sheet that has a long list of customer names, address, and other things...and be able to populate a single template when I print them out. The template will have the names...
  14. C

    Update import data button to include name of worksheet

    Hi Everyone I'm new here and this is my first post! I really hope someone is able to help. I am using the below vba code for clicking a button to prompt the user with selecting a separate worksheet and then it automatically copies a set range from the new selected worksheet and pastes into a...
  15. K

    Macro to advance to next value in filtered data?

    Hello, I have a spreadsheet with over 1600 rows of data. In Column A, there are around 250 or so unique values. I currently have column A filtered so that I can just look at the rows with the specific value I want to see in column A. Is there a way to run a macro so that the filtered data...
  16. G

    Measure to show customer census

    I'm attempting to create a measure to show historical numbers for current customers. Current customers is defined as a customer who has had an order in the 3 months prior or 3 months after selected month. I have a fact table (F_Orders) with the order date, customer ID, and Order number. I...
  17. P

    ADO: Is my VBA now running too fast....causing Excel to stop responding?

    Hi I've built a spreadsheet where I've got a list of say 200,000 Customer Reference Numbers and I setup a loop like For i = 1 to 200000 Range("CustomerID") = Range("ListofCustomers").cells(i) Call ProcessCustomer Next i ProcessCustomer is the macro that does all the hardwork for the...
  18. M

    Extracting Data that meets multiple criteria in one column for one customer ID

    I swear this has to be easy but I'm not figuring this out. I've looked at VLOOKUP, Index & Match, Pivot Tables, etc. I've got a table with 65k rows. In one column, I have a customerID, in another column I have an item purchased. I have many other columns, but I want to be able to find...
  19. S

    Standardizing Data in excel

    Long story, but will try to make the explanation brief. I work with an individual customer and provide information on a daily basis. normally we enter our info into a database and the customer imports into their own and then does what they want with the data. This particular customer (same corp...
  20. A

    Graph Help - Display multiple data

    Hi, I am struggling to display data in a visual way. I am trying to show a customers market growth across several categories and then my companies growth in those categories relative to the market growth. As an example: In Category 1, Customer A had growth of 2% in the market but our business...

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