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Can I create an automatically updating list of order totals for a specific customer?

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    Can I create an automatically updating list of order totals for a specific customer?

    I am enhancing a spreadsheet for a friend of a friend, he initially wanted me to build him a table in his order summary list which summed up the order totals for each of his reps (about 7), one tab per month. This was solved using a simple SUMIF formula - I have attached a simplified sample of what I created for him

    He then came back to me requesting that I do the same but for his customers. He has about 100 customers, and some of them only order once or twice a year so it's impractical to list every single customer and their total orders as 75% of them will have a NIL value. What I would love to create would be a list with the columns, customer - #of orders placed - total sales - average sales/order (etc etc etc) but would ignore any NIL values (see right hand side of attachment)

    In other words, when the order list is empty, so is this separate summary, and then when I fill it with orders, the summary will list, customer A, customer B, D, X,Y,Z etc etc with their totals which is updated every time a new order is added to the list.

    I have moderate experience with lookup tables etc, so if this kind of request requires a lot of advanced knowledge or just general faffing about (the old its 'easier said than done' routine); I'll just say to the guy 'whoa, this is way above me' and and tell him to buy some business software

    Thank you for any help in advance
    Attached Files Attached Files

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    yes it is possible and i can certainly put together a sheet for you. are you conformable with dynamic ranges or using helper columns so i can set up named dynamic ranges to make the sheet more function able
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    Re: Can I create an automatically updating list of order totals for a specific customer?

    I google'd dynamic ranges, seems well within my knowledge and as nerdy as it sounds I'm always looking to learn new things that can be done with spreadsheets. If you could get me started it would be greatly appreciated but I'm not expecting anyone to do all the work for me!

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    ok its kinda complex ill post something up see if helps you out. (ill do dynamic range rather then helper columns)

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    i just realized you are on excel 2003 that makes it more complex.

    if you not and you just haven't updated your version this will work.

    let me know and ill look at it further

    ORDERS MONTHLY sample update.xlsx

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    here is previous file version

    ORDERS MONTHLY sample 2003 update.xls

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    Nice, thats exactly what I was after and more, thanks for completing the other columns too, i've always wanted to know how to 'count' cells - now I know!

    Very kind of you, my friend will be very pleased

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    glad to help,

    please remember to mark as solved

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    Hi milklizard88,

    This is very simple to do in a pivot table. Enter a new row of data in the attached and the pivot table will automatically refresh.


    Here is the code in the "March" sheet:
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    Attached Files Attached Files

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    Re: Can I create an automatically updating list of order totals for a specific customer?

    Quote Originally Posted by twiggywales View Post
    glad to help,

    please remember to mark as solved
    Sorry, I'm new here, where's the button to mark solved?

    EDIT: I guess I just put 'solved' in the thread title

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