+ Reply to Thread
Results 1 to 6 of 6

Generate a customer order report

  1. #1
    Registered User
    Join Date
    11-09-2009
    Location
    Wisconsin, USA
    MS-Off Ver
    Excel 365
    Posts
    5

    Generate a customer order report

    I have a spreadsheet of customer orders that looks something like this:

    Flowers.PNG

    So, customer names down the side, available products across the top. Values indicate quantity of products purchased by the customer.

    I want to generate a summary for each customer that excludes zero-quantity items. So something like:

    Joe
    kimberly-fern: 3
    premium-combo-planter: 4
    purple-impatiens: 6

    Dave
    premium-combo-planter: 4
    white-impatiens: 4

    Susan
    premium-basket: 4

    Carl
    premium-basket: 4
    red-impatiens: 4

    ...and so on. This is only a small sample; there are about 120 products, so filtering out the zero-quantity items is important to eliminate clutter.

    Any suggestions?

  2. #2
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2406 Win 11 Home 64 Bit
    Posts
    24,033

    Re: Generate a customer order report

    Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

    1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

    2. Make sure that your desired results are also shown (mock up the results manually).

    3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

    4. Try to avoid using merged cells as they cause lots of problems.

    Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

    Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.
    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

  3. #3
    Registered User
    Join Date
    11-09-2009
    Location
    Wisconsin, USA
    MS-Off Ver
    Excel 365
    Posts
    5

    Re: Generate a customer order report

    I have uploaded the sample file with personal information removed.
    Attached Files Attached Files

  4. #4
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2406 Win 11 Home 64 Bit
    Posts
    24,033

    Re: Generate a customer order report

    Would the following Presentation work for you?

    Data Range
    A
    B
    C
    1
    Customer
    Attribute
    Value
    2
    Dave
    Rose
    1
    3
    Carl
    Rose
    3
    4
    Carl
    Tulip
    7
    5
    Carl
    Violet
    6
    6
    Carl
    Daisy
    6
    7
    Carl
    Dandelion
    3
    8
    Steve
    Rose
    1
    9
    Steve
    Tulip
    3
    10
    Patricia
    Tulip
    4
    11
    Patricia
    Violet
    5
    12
    Sally
    Rose
    1
    13
    Sally
    Violet
    5
    14
    Sally
    Dandelion
    3

  5. #5
    Registered User
    Join Date
    11-09-2009
    Location
    Wisconsin, USA
    MS-Off Ver
    Excel 365
    Posts
    5

    Re: Generate a customer order report

    Yes, that would work nicely.

  6. #6
    Forum Moderator alansidman's Avatar
    Join Date
    02-02-2010
    Location
    Steamboat Springs, CO
    MS-Off Ver
    MS Office 365 Version 2406 Win 11 Home 64 Bit
    Posts
    24,033

    Re: Generate a customer order report

    Ok. Here is what I did. Using Power Query which in your version is on the Data Tab and called Get and Transform. Highlighted table and brought into PQ. Once in PQ, highlighted first column and clicked on Unpivot --> Other columns. Filtered the Value Column to uncheck 0 values. Close and Loaded to Excel. Mcode below and file attached. Note: the highlighted table that is imported is called Table1 in my scenario. If you have named it something else, then you will use that name.

    Please Login or Register  to view this content.
    If you are interested in learning more about PQ, then click on the link in my signature and also, the book--> M is for (Data) Monkey is available on Amazon. A great Primer.
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Separate report by customer
    By cindywylie in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 09-22-2018, 10:26 AM
  2. Generate a separate staff customer list based on larger customer table
    By CARROLLJP in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 08-15-2018, 04:40 PM
  3. VBA : Displays blank report after click "Generate Report" from excel to Word document
    By suchetherrah in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 06-12-2016, 08:00 AM
  4. VBA to auto generate customer statement
    By mambo84 in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 03-16-2016, 10:47 AM
  5. Agging report, openingbalance report,customer report vab code was not working
    By rana19 in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 08-28-2015, 03:38 AM
  6. Replies: 4
    Last Post: 08-18-2015, 10:02 AM
  7. Replies: 2
    Last Post: 02-04-2012, 12:00 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1