Extract Repeat Customer Data

  • Thread starter Thread starter Jacks
  • Start date Start date
J

Jacks

Hi.

I have a list of customers and their purchases. Whenever a repea
customer is entered, I would like to list the dates and values o
previous purchases next to his latest entry.

A simple record might look like this;

01/02/04 Customer A £20
02/02/04 Customer B £30
03/02/04 Customer C £25
04/02/04 Customer B £40


In this example the last entry is for Customer B, who is a repea
customer. In the cells to the right of the value of his latest purchas
I would therefore like to show the date and value of each of hi
previous purchases.

In actuality a repeat customer may have made purchases on many previou
occasions. Ideally I would like the flexibility to show a) All previou
purchases b) Only the last purchase prior to the current one c) Th
last 6 purchases prior to the current one. These various options woul
be shown in different parts of the worksheet; there is no need t
build-in the facility to call up the different options in a singl
location.

I have a pretty basic knowledge of Excel, and no knowledge of Vba.
have looked for functions which might do the job, but without success
any advice would be greatly appreciated.

Thanks
 
What you've described would require some pretty fancy macro work I think.
You would have to invest a lot of time learning VBA and developing/testing
your solution. Or pay a consultant to do it.

But, if you're willing to revise the design to just "show me the records for
this customer", then you could use the built-in Data, AutoFilter command to
do this at no cost to you. I'd suggest looking at this to see what it can
do.

--
Jim Rech
Excel MVP
| Hi.
|
| I have a list of customers and their purchases. Whenever a repeat
| customer is entered, I would like to list the dates and values of
| previous purchases next to his latest entry.
|
| A simple record might look like this;
|
| 01/02/04 Customer A £20
| 02/02/04 Customer B £30
| 03/02/04 Customer C £25
| 04/02/04 Customer B £40
|
|
| In this example the last entry is for Customer B, who is a repeat
| customer. In the cells to the right of the value of his latest purchase
| I would therefore like to show the date and value of each of his
| previous purchases.
|
| In actuality a repeat customer may have made purchases on many previous
| occasions. Ideally I would like the flexibility to show a) All previous
| purchases b) Only the last purchase prior to the current one c) The
| last 6 purchases prior to the current one. These various options would
| be shown in different parts of the worksheet; there is no need to
| build-in the facility to call up the different options in a single
| location.
|
| I have a pretty basic knowledge of Excel, and no knowledge of Vba. I
| have looked for functions which might do the job, but without success;
| any advice would be greatly appreciated.
|
| Thanks.
|
|
| ---
| Message posted
|
 
Thanks for your advice, Jim.

I guess I will stick with the Autofilter function for now.

Cheers.



Jim said:
What you've described would require some pretty fancy macro work
think.
You would have to invest a lot of time learning VBA an
developing/testing
your solution. Or pay a consultant to do it.

But, if you're willing to revise the design to just "show me th
records for
this customer", then you could use the built-in Data, AutoFilte
command to
do this at no cost to you. I'd suggest looking at this to see wha
it can
do.
Click to expand...
 
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