josh_oneill
New Member
- Joined
- Feb 13, 2019
- Messages
- 14
Dear All,
I am trying to retrieve the top 5 customers/ opportunities per quarter based on the commitment type.
In the example below I want to pull the top 5 customers by sales in Q2 (referencing Cell E2 for quarter) and referencing the commitment type (Cell B3), I have tried an Index, Match & Large function but excel did not like it, I'm not sure if this is because there would be multiple quarters with the same customer name or it was a basic formula error?
Can you please help?
Desired output:
Sample Raw Data:
Thanks!
I am trying to retrieve the top 5 customers/ opportunities per quarter based on the commitment type.
In the example below I want to pull the top 5 customers by sales in Q2 (referencing Cell E2 for quarter) and referencing the commitment type (Cell B3), I have tried an Index, Match & Large function but excel did not like it, I'm not sure if this is because there would be multiple quarters with the same customer name or it was a basic formula error?
Can you please help?
Desired output:
Top 5 Opportunities | ||||||||||
Q1 | Q2 | Q3 | Q4 | |||||||
Type: | Commit | Customer X | $ X.XX | |||||||
Customer X | $ X.XX | |||||||||
Customer X | $ X.XX | |||||||||
Customer X | $ X.XX | |||||||||
Customer X | $ X.XX |
Sample Raw Data:
Raw Data | ||||
Customer Name | Opportunity Name | Commitment Type | Quarter | Sales ($) |
Customer 1 | 1 | Commit | Q1 | 10 |
Customer 1 | 2 | Commit | Q1 | 8 |
Customer 2 | 3 | Upside | Q1 | 15 |
Customer 3 | 4 | Commit | Q1 | 1 |
Customer 4 | 5 | Commit | Q1 | 4 |
Customer 5 | 6 | Upside | Q1 | 28 |
Customer 5 | 7 | Commit | Q1 | 9 |
Customer 6 | 8 | Commit | Q1 | 56 |
Customer 7 | 9 | Commit | Q1 | 300 |
Customer 8 | 10 | Upside | Q1 | 41 |
Customer 9 | 11 | Upside | Q1 | 41 |
Customer 10 | 12 | Upside | Q1 | 58 |
Customer 1 | 13 | Upside | Q2 | 9 |
Customer 2 | 14 | Upside | Q2 | 9 |
Customer 3 | 15 | Commit | Q2 | 11 |
Customer 4 | 16 | Commit | Q2 | 42 |
Customer 5 | 17 | Commit | Q2 | 88 |
Customer 6 | 18 | Commit | Q2 | 4000 |
Customer 7 | 19 | Commit | Q2 | 100 |
Customer 7 | 20 | Commit | Q2 | 300 |
Customer 8 | 21 | Upside | Q2 | 10 |
Customer 9 | 22 | Upside | Q2 | 3 |
Customer 9 | 23 | Upside | Q2 | 2 |
Customer 10 | 24 | Upside | Q3 | 19 |
Thanks!