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Analyze Clients

  1. #1
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    Analyze Clients

    I am trying to analyze information from our database in excel.

    Each time a client uses our service a row of information is created (in our database), with the client name being a part of the data set.
    At the end of the month, we have about 700 rows of data and I need to analyze information on a client level.

    To restate - we have may 700 lines of data that is divided among 20 to 40 clients per month.

    Currently I am, copying the list of client names, sorting them alphabetically in a new column and deleting the names that repeat so that I have one column with the client's name only listed one time.
    I am then using the SUMPRODUCT function to calculate statistics, reference the original data of 700 rows on these clients.

    Help
    Is there a simple way I could have the list of 700 rows collapsed to 20 or 40 so the client name is only listed once?

    Is there a more advanced solution that what allow me not to have to create a new row of client names to analyze them?

    Thanks in advance!

    Jason
    --
    Last edited by jpnyc; 04-29-2010 at 09:16 PM.

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: Analyze Clients

    The Advanced Filter is designed for this.

    1) Select the column of client name values, this should include the "header" for that column
    2) Select Data > Filter > Advanced Filter
    3) Copy to another location
    4) Copy To: (select an empty column on the current sheet)
    5) [x] Unique records only
    6) Click OK

    7) Now copy the list you've been given to your other sheet.
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  3. #3
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    Re: Analyze Clients

    thanks it is working great but...I am getting the error "..exact range has a missing or illegal field name" when working on some tabs. I am not sure why. I am working with Excel 2008 for Mac. The column I am working with is from S1 down to S615, no gaps in data in the cells

    Update:
    I had info in the "Copy To" Cells - this may have been the issue
    Last edited by jpnyc; 04-29-2010 at 08:59 PM.

  4. #4
    Forum Expert JBeaucaire's Avatar
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    Re: Analyze Clients

    If that takes care of your need, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.

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