Creating a customer overview tab from a table of data?

AJGriffin100

New Member
Joined
Mar 27, 2021
Messages
5
Office Version
  1. 365
Platform
  1. Windows
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

Well-known Member
Joined
Feb 26, 2007
Messages
6,190
Office Version
  1. 365
Platform
  1. Windows
Since you are using 365, you are able to unpivot your data using "Get & Transform Data" found on the Data Tab.

 

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My Aswer Is This

Well-known Member
Joined
Jul 5, 2014
Messages
17,588
Office Version
  1. 2013
Platform
  1. Windows
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.
 

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