Data Displaying

**Meter** · 07-08-2024, 07:37 PM

Hi,
I get a data block from the system. This data block contains one column with the name of the salesperson, and another column with the name of the client. The set of clients is limited and repeat very often.
I'm seeking a way to easily see which were the 5 main clients of each salesperson every week.
I see i could make a pivot table.. filter salesperson, rows clients, count of clients. However, I'd see only one salesperson at a time. I wanted to see all people at the same screen. Any suggestions?

**benishiryo** · 07-08-2024, 08:28 PM

Yeah PivotTable will do. You can see all salesperson at once. Just click on the Client Name filter > Value filters > Top 10 > Change to 5.

And if you want to, sort the count of client name in descending order. Right click the numbers > Sort > Sort Largest to Smallest. For Meter.xlsx

Welcome by the way!

**Meter** · 07-09-2024, 09:12 AM

Hey benishiryo, I managed to make it as you described. It worked and it was exactly what I described as my need. That's nice, thank you!!!
Other than that.. can I make buttons that would switch months in this pivot table? I'm trying to have a managerial level dashboard.
Thanks

**benishiryo** · 07-09-2024, 08:10 PM

You're very welcome! To have buttons to switch months, insert your date into the PivotTable and it helps you split into months, quarters, years (if the dates are recognized). Remove the dates and just go to the Insert tab > Slicer > Months.

**alansidman** · 07-09-2024, 08:15 PM

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