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Summarizing with information from multiple columns

  1. #1
    Registered User
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    08-23-2010
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    Excel 2010
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    Summarizing with information from multiple columns

    Hi all-
    I have a spreadsheet which I generated from my point-of-sale system which lists information such as:

    LastName, FirstName, Category, Price

    Each purchase by each customer has a separate line item, and I'm trying to find a way to determine which category each customer purchased the most number of items from so that we can execute a direct mail campaign.

    For example, the spreadsheet could have data such as:

    SMITH, JOHN, CATEGORY-A, 10.99
    SMITH, JOHN, CATEGORY-A, 29.99
    SMITH, JOHN, CATEGORY-B, 16.99
    DOE, JOHN, CATEGORY-C, 19.99
    DOE, JOHN, CATEGORY C, 10.99
    DOE, JOHN, CATEGORY A, 11.99

    John Smith purchased more items from Category A this month, so I want to put him into a separate list from John Doe, who purchased more items from Category C this month.

    Any idea how I can accomplish this with Excel? Or maybe this is more an issue with how I'm exporting the data from my SQL server?

    Thanks much.

  2. #2
    Registered User
    Join Date
    05-19-2008
    Posts
    56

    Re: Summarizing with information from multiple columns

    You might be as well doing a pivot table, with the name (assuming they're unique, you'd also be better concatenating the first name and surname) as row and the category as data and column (or vice versa)

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