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Excel 2007 : Matching 2 worksheets

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  1. #1
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    Question Matching 2 worksheets

    Hi,

    I'm new to this forum and somewhat new to Excel. Since I'm lost trying to figure out a solution to my current problem I thought i might try this forum.

    ### What I'm working with: ###
    I've combined a Pivot table with formulas in a way that if I filter the Pivot table on for example Country, I'll see country specific data on the amount of accounts together with the amounts spent spread out on 4 main different account categories, with 5 different sub-categories each.

    The main account categories are defined by the amount of time since the account registered.
    The sub-categories under each of the main 4 are defined by the amount spent during that calendar month.

    Now so far, everything is good and you can use this spreadsheet to see the current state of the customer database.

    However, now I need to add a way so that its possible to see detailed changes among the categories, month from month. How accounts switch between categories and where they leave/come back.

    ### Problem: ###
    1 spreadsheet with customer accounts for month January, containing various data
    1 spreadsheet with customer accounts for month December, containing various data

    How do i create a dynamic spread-sheet in which one can select country and after that see not only current stats on spread among customer categories, but also changes from last month?

    I've been trying to use COUNTIFS to get the amount of users who match a criteria from both Pivot tables/spread sheets;
    =COUNTIFS(B:B, "<=50",C:C, "<7/1/2009",'Activity Report'!B:B, "<=50", 'Activity Report'!C:C, "<7/1/2009")

    This did not give back a correct value.

    Is something like this even possible, or/and is Excel not suitable in this case?

    Thanks for any input or ideas

  2. #2
    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Matching 2 worksheets

    Hi,

    Why not create a consolidated database with each month's data stacked underneath each other, with an additional column field containing the month end date as an Excel date number. Then use the consolidated database for your pivot table and drag the month field into the appropriate position as a row or column label in the PT.

    HTH
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

  3. #3
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    Re: Matching 2 worksheets

    Yeah, for a start i might just need to make one big database with columns showing amount spent for each user during each of the months.

    I'm still trying to figure out a good way though on how to display the changes in a good way.

    An example...
    Lets say the first category displays something like this;
    Account category
    Customer since >6 months

    Amount of acc's July
    24

    Amount of acc's Aug
    27

    Then, the idea is to be able to see how many of those 27 that was in a different category last month, how many that was newly added(was not present last month) since last month and how many that was in the same category last month.

    Now, preferably one would be able to even get a good view of from which category the customer arrived since last month.

    I may be asking for a lot here, but I thought it was worth a shot since I need to deliver something by the end of the week.

    cheers!

  4. #4
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    Re: Matching 2 worksheets

    I found another approach which solved the problem. Thanks for the input though!

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