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Questions: create 'map' of area members and refining donor list

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    Questions: create 'map' of area members and refining donor list

    Greetings,

    I'm a leader with a membership-based non-profit. I don't use Excel on a very serious level, but I have a couple problems I'm trying to solve.

    1) I want to pull a member list (which comes in a csv format) for a geographic area, then create chart of some kind that shows where the majority of members live in that area.

    2) I want to pull a list of donors (I'm limited to 3 years of donation entries), total the list for each member, then sort that list by the highest donations.

    Any help would be appreciated!

    Thanks,
    Chris

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    Re: Questions: create 'map' of area members and refining donor list

    Welcome to the forum:

    If the addresses of the donors include the zip codes, you could get a listing of all the zip codes for the area that you are responsible and then use possibly use COUNTIF to count the members within each zip code or partial zip code.

    As far as "mapping" with a real map, I have no idea how you would accomplish that.

    Attach a sample workbook. 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 use the paperclip icon to open the upload window.

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    Re: Questions: create 'map' of area members and refining donor list

    Hi and welcome to the forum.

    You'll need to upload the csv file at least. And to avoid us wasting time it would be useful to know what YOU mean by a 'chart of some kind'. Even a picture of a sketched example would do.
    Richard Buttrey

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    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Questions: create 'map' of area members and refining donor list

    Sorry for the long delay....I've attached a spreadsheet with sample data. Disregard the question on 'mapping'.
    Attached Files Attached Files

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    Re: Questions: create 'map' of area members and refining donor list

    I have created a Pivot table that summarizes your data and then from that table extracted the 20 top contributors. You can extract more than that if you like.
    Attached Files Attached Files

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    Re: Questions: create 'map' of area members and refining donor list

    Awesome. Thanks! I'll have to learn more about pivot tables. Not that familiar...

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    Re: Questions: create 'map' of area members and refining donor list

    Thank you for the feedback.

    Column C of the Pivot table with the ranking was obtained by including a second insertion of the Amount in the values then right clicking in the column for that second amount and selecting Show Values As and then select Rank Largest to Smallest. The side table of top contributors is based on those values.

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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