Extract Repeat Customer Data

[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

 

[Jim Rech]

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
|

 

[Jacks]

Thanks for your advice, Jim.

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

Cheers.

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.