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Top N Customers and Others

  1. #1
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    Thumbs up Top N Customers and Others

    Hi All,

    I want to build a report to show the top 10 or top 5 customers plus the others as a single category in the Pivot table.

    Is there any way in Pivot table to build this report. For your info i am using excel 2013 and do not have power pivot.

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    Forum Moderator alansidman's Avatar
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    Re: Top N Customers and Others

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Alan עַם יִשְׂרָאֵל חַי


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    Re: Top N Customers and Others

    Attached for your reference.
    Attached Files Attached Files

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    Forum Expert avk's Avatar
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    Re: Top N Customers and Others

    Ref attach file.
    In column "D" mentioned number 1 to 10
    In "E2"
    Formula: copy to clipboard
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    In "F2"
    Formula: copy to clipboard
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    Press SHIFT+CTRL+ENTER
    Attached Files Attached Files


    atul


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    Re: Top N Customers and Others

    The only way I could do this in Pivot Table required some manual work.

    1.) Add another item in the source table "All others" with this formula array entered.

    If you aren’t familiar with array-entered formulas array enter means the formula must be committed from edit mode by simultaneously pressing and holding down Ctrl and Shift while hitting Enter.
    Formula: copy to clipboard
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    2.) Change the Data Source to include the additional item.

    3.) Clear the existing filter (Top 5) from "Before" PT.

    4.) Sort 'Sum of Amount' descending.

    5.) Manually filter the first 5 (or N) items in 'Row Labels' and include "All others".

    See the attached.
    Attached Files Attached Files
    Dave

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