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how to avoid multiple entries on a client list

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    how to avoid multiple entries on a client list

    Hello everyone !

    i have a particular problem that i cant think of a way to make it look better.
    sooo my problem is that i want to build a "database" of clients with their contact information such as names/addresses/numbers etc along with the products that they "bought" so for example a customer can have more than 1 product which is going to lead in him having multiple serial numbers and different warranties for each one lets say...(fictional and simplified scenario) how can i make the first picture similar to the second one while maintaining the ability to add more products under a customers name without having to insert him multiple times for each product? i'm currently working on a table since i have a lot of functions and when i add a new entry the functions continue on the next row while if i tried to do it like the 2nd picture with filters for example,which also has its issues the functions wont follow. my problem with 2nd picture apart from the functions not following is that if i try to add another entry afterwards by adding a cell everything else will move.

    before.png after.png

    hopefully i explained it enough for you to understand what i mean xD

    TL:DR i want to have multiple entries under a clients name without having to have multiple rows with the clients info for each product, also the S/N warranty must be in different cells so i can flag them with a simple function when the warranty ends for example, and i need the columns to follow up with the functions of the cell above :P

    if it needs anything advanced such as vba macros or anything im willing to study and learn how to do it as long as i know where/and what to look for :/

    i would also like to thank you in advance for any help/tips that you might provide

  2. #2
    Forum Expert dflak's Avatar
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    Re: how to avoid multiple entries on a client list

    You can run a pivot table against the table on the left. That's about all I can offer without having a sample file to work with.

    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.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: how to avoid multiple entries on a client list

    thank you for your reply im attaching an excel sample this time with what i ve got so far.... what im trying to achieve i cannot replicate in excel (which is also the reason im asking) so i cant provide an after , apart from the visual concept of the image above.

    so my question remains the same, is it possible to keep the format in my attached file while not having to enter multiple entries when a customer has multiple products,S/N , and service dates?

    lets say for example that i make some drop down box on a cell that i enter each product? so i have multiple selections in one cell?

    or something else than im not familiar with...any ideas tips or suggestions will help me a lot.

    PS a little explanation about the spreadsheet,

    when years of warranty*instalation date is less than today then warranty is ended"

    when next service date is less than today then warranty is void"

    otherwise warranty is vailid"

    and next service icons appear whether next service should be done on the upcoming month or not..

    again thanks a lot for your concern and waiting for your replies
    Attached Files Attached Files

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    Forum Expert dflak's Avatar
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    Re: how to avoid multiple entries on a client list

    First I suggest you look for a tutorial on pivot tables on line to at least get the basics. You can drag everything into the Rows section of the pivot table builder. This will produce a staggered looking pivot table.

    Click in the pivot table and select Design from the Pivot Table Ribbon. Then Select Report Layout. Click on show in tabular form.

    Then right click the first row of each of the columns and check OFF where it says SUBTOTAL.

    Everything comes out OK except for Next Service. For some reason that wants to display as a month and there is no way to change it. Since the date is the same for every entry, we can get away with using an average. Drag this item over to the values section, right click on the result in the pivot table and select values field settings -> Average. You'll get a number. Right click on it again and select values field settings and click on Number format. Select the date format of your choice.
    Attached Files Attached Files

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    Re: how to avoid multiple entries on a client list

    thank you very much for your replies

    ill do as you suggested, the next service isnt a problem since there might be occasions where there would be different dates (my bad for not including it) although its not a bad thing to know how to get around it :D.

    again thanks a lot!! omw to learn everything i can about pivot now xD

    if anything else occurs ill be back otherwise ill mark the topic as solved

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    Re: how to avoid multiple entries on a client list

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.
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