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How to get the total charged per client from a list of invoices

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    How to get the total charged per client from a list of invoices

    Hello guys.

    I need your help again.

    I have a client who gave me a list of all the invoices he issued for the year 2017 (Around 800 invoices).

    He wants to know his top 10 clients.

    The excel file has 6 columns: Date, Invoice Number, Client Code, Client Name, Disbursements, Fee, VAT, Total.

    I want to create a new worksheet and have a table with the total of each client (Total fee) in every row. For a lot of clients multiple
    invoices were issued during the year. How can I get a total for each client from that list and be able to see his top 10 clients?

    If you need additional information let me know.

    Thanking you in advance for any help.

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to get the total charged per client from a list of invoices

    Will you please attach a SMALL sample Excel workbook (10-20 rows of data is usually enough)? However, please give us an indication of the approximate number of rows of data you want the solution to work with (100, 1000, 100,000 or whatever). Please don't attach a picture of an Excel sheet (no-one will want to re-type all your stuff before starting).

    1. It does NOT have to be your real sheet - mock up a SAMPLE if you need to. But not 1000's of rows!!! It makes manual checking so tedious. Whatever you do... make sure that all confidential information is removed first!!

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

    3. Make sure that your desired solution is also shown (mock up the results manually).

    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




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    Re: How to get the total charged per client from a list of invoices

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    Samba

    Say thanks to those who have helped you by clicking Add Reputation star.

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    Re: How to get the total charged per client from a list of invoices

    Thank you guys for the prompt reply.

    Attached a sample excel file of. I changed some information (like name and code of client).
    I made below a small table of how I want to be.

    Let know for anything else.
    Attached Files Attached Files

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to get the total charged per client from a list of invoices

    Client NO:
    =IFERROR(INDEX(Table1[Client No],MATCH(0,INDEX(COUNTIF($A$30:$A30,Table1[Client No]),0),0)),"")

    Client name
    =IFERROR(VLOOKUP(A32,Table1[[Client No]:[Client Name]],2,FALSE),"")

    Total:
    =IF([@[Client No]]="","",SUMIF(Table1[Client No],[@[Client No]],Table1[Fees]))

    Data validation formula (named range = List - CTRL-F3 to view/edit):
    =Invoices!$A$31:INDEX(Table2[Client No],SUMPRODUCT(--(LEN(Table2[Client No])>0)))

    Formula for 10 largest:
    =IFERROR(AGGREGATE(14,6,Table1[Fees]/(Table1[Client No]=$E$31),ROWS(F$31:F31)),"")
    Attached Files Attached Files

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    Re: How to get the total charged per client from a list of invoices

    or try
    a31
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    c31
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    see attached file
    Attached Files Attached Files

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    Re: How to get the total charged per client from a list of invoices

    Thank you for the formulas guys. I will see what I can do.

  8. #8
    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to get the total charged per client from a list of invoices

    Let us know how it went...

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