Creating a customer overview tab from a table of data?

[AJGriffin100]

Hi All

I run a small family building company and currently use an Excel sheet to track different elements of the workflow of a customer job. eg. The few first columns have separate names for customer name, address, mobile and then the next few columns relate to workflow needed eg customer visited, estimate sent, the next few columns then relate to price of estimate, cost of labour, materials etc and then finally some columns on invoice sent, payment received, receipt sent.

The excel sheet is fairly large with a number of customers and several columns across the page that I have to scroll across. Is there is a way of making an overview tab where I can filter by a customer and have all their information going down the page in rows?

I have tried cutting and pasting into a new sheet using the "Transpose" paste special but I'd prefer it so that I save data for only one customer.

Any help really appreciated!

Thanks
Amanda

 

[alansidman]

Since you are using 365, you are able to unpivot your data using "Get & Transform Data" found on the Data Tab.

Unpivot Data Using Excel Power Query | MyExcelOnline

Power Query in Excel can be used to unpivot data i.e. transforms columns with similar characteristics and puts them in a unique column. Click here to learn how.

www.myexcelonline.com

 

[My Aswer Is This]

In my post my instructions were:
When you double click on a cell in column (A)
That row of data will be copied to sheet named "Overview"

Now in your last post you said:
When I then clicked on a name or do you mean double clicked on a name? a pop-up came up saying debug / end but it didn’t create a copy of the data as expected.

Do you have a sheet named Overview
You said you wanted data copied to sheet named: Overview
Spelling must be exact.