FOLLOW

FOLLOW

SHARE

Making a List

Use a pivot table to build a customer list.

5Jun

Q: I need to create a unique list of customers from a large list. How do I do it?

A: You can build a pivot table report with customers in the row area of the layout. Because the pivot table creates a summary report, the first column of the table will include the unique list of customers.

Here’s what you do:

Select Insert, Pivot Table.
Click OK in the Create PivotTable dialog.
Click the Customer field in the PivotTable Field List dialog.

That’s it. You can now copy the customers from column A of the new sheet and use Paste Values to put the unique list of customers wherever you need it.

If you would like to submit a question to Bill “MrExcel” Jelen, e-mail him at billjelen@cfo.com.

Comments

comments powered byDisqus
Wrestlingring

Read next:

Becoming a Value Integrator: A CFO Journey

i