Top 10 sales per quarter on full year data set

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?

1587580057284.png





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!
 

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.
something like this?

Sum of Sales ($)Quarter
Customer NameOpportunity NameCommitment TypeQ1Q2Q3
Customer 1012Upside58
24Upside19
Customer 56Upside28
7Commit9
17Commit88
Customer 68Commit56
18Commit4000
Customer 79Commit300
19Commit100
20Commit300
Customer 810Upside41
21Upside10
 
Upvote 0
something like this?

Sum of Sales ($)Quarter
Customer NameOpportunity NameCommitment TypeQ1Q2Q3
Customer 1012Upside58
24Upside19
Customer 56Upside28
7Commit9
17Commit88
Customer 68Commit56
18Commit4000
Customer 79Commit300
19Commit100
20Commit300
Customer 810Upside41
21Upside10


Not quite, It would be different customers/ opportunities per quarter. Not looking at the same customer for each quarter if that makes sense?
 
Upvote 0

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