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How to show Top 10 Cleints over the past 3 years

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    How to show Top 10 Cleints over the past 3 years

    Hi There,

    I have a long list of accounts with revenue generated in the past 3 years in separate columns, I have created individual pivots to how the top 10 accounts in each year. Is there are way to show in once pivot or a formula to show the top 10 accounts but their position in each year. e.g. "Account A" is number 1 in 2013, but in 2014 "Account A" has dropped to number 5. I would like to show the consistant accounts as well as the new accounts each year with the revenue.

    Not sure if I have explained myself properly.

    Any help will be greatly received.

    I thank you in advance.
    F

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to show Top 10 Cleints over the past 3 years

    Sounds perfectly do-able. But it would be much easier if you gave us something to wotk with.

    Will you please attach a sample Excel workbook? Please don't attach a picture of one.

    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 solution is also shown (mock up the results manually).

    3. Make sure that all confidential information is removed first!!

    4. Try to avoid using merged cells. 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.
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: How to show Top 10 Cleints over the past 3 years

    Apologies please see attached the sample sheet. I'm not too sure how to show the results, but i want to show the transition % ie what the % of account remain over the 3 years and also want to show the new accounts that's commonly appearing. with the revenue.
    Attached Files Attached Files

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to show Top 10 Cleints over the past 3 years

    Much easier !!

    I used LARGE to obtain the rankings:
    =LARGE($B$2:$B$78,ROWS(G$3:G3))

    and INDEX-MATCH to return the account name:
    =INDEX($A$2:$A$78,MATCH(G3,$B$2:$B$78,0))

    see file.
    Attached Files Attached Files

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    Re: How to show Top 10 Cleints over the past 3 years

    Similar to Glenn's.

    I put a helper row of years to match the years in the data columns.

    For rankings.
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Then for the account names this reconciles duplicated dollar amounts (not that they're likely). This must be array entered. If you aren’t familiar with array-entered formulas array enter means the formula must be committed from edit mode by simultaneously pressing and holding down Ctrl and Shift while hitting Enter.
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Dave

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    Re: How to show Top 10 Cleints over the past 3 years

    This is perfect, Thank you both for your input. much appreciated

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to show Top 10 Cleints over the past 3 years

    Great! I'm glad to have helped! If that takes care of your original question, please select "Thread Tools" from the menu link above and mark this thread as SOLVED.
    Last edited by Glenn Kennedy; 10-05-2016 at 09:13 AM.

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