Listing Unique Names

  • I have a large master list of all the transactions of my company that also includes the customer's name. Is there a formula, or method, whereby I can create a separate worksheet that lists out each unique customer and their total purchases?


    For example:
    My master list shows John has made 8 different transactions in the last 6 months. It also shows Sally, Amanda, James and Chris each making 5 transactions each.
    I want to create a summary worksheet that shows my top 5 customers and how much they spent.


    Does that make sense?

  • Re: Listing Unique Names


    Quote

    Is there a formula, or method, whereby I can create a separate worksheet that lists out each unique customer and their total purchases?


    Have you considered using a Pivot Table? It may be placed on a different worksheet and should allow you to easily configure a report that displays totals per customer.
    You can also filter the PT to show only the top-X values (i.e. 5, 10, etc), plus you may sort the table.


    While Advanced Filter will certainly provide you a list of unique values you will have additional work to perform to calculate the totals - possibly using a SUMIF formula.
    My recommendation is to use the PT.

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