This is in reference to the following thread for the top 5 customers and their respective totals:
https://www.mrexcel.com/forum/excel...ch-top-5-outstanding-amounts-offset-name.html
I have tried to make the formula work to eliminate 3 customer names from the top 5 but no success.
I'm thinking if i can get rid of the totals for the 3 customers in column "V" then the formulas will work, but I can't figure out how to associate the
amount in Column V to the customer name. (Somehow work backwards using the formula in Column AB??? - maybe???)
Currently the customer amount (Col V) is on the same line as "Customer Totals" (Col A). The customer name can be 2+ lines above "Customer Totals" depending on the number of "INV" in column "A"
Below you will find pertinent data.
Here is the formula in cell V5 where I pulled out the $amount:
Range("V5").Select
ActiveCell.FormulaR1C1 = "=IF(RC[-21]=""Customer Totals:"",RC[-20],0)"
My ultimate goal is to get this:
[TABLE="width: 330"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD]LARGE[/TD]
[TD]VALUE[/TD]
[TD]ROW[/TD]
[TD]CUSTOMER[/TD]
[TD][/TD]
[TD][/TD]
[TD]1000'S[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD] 324,711.00[/TD]
[TD]8[/TD]
[TD]ABBY[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]324.71[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD] 291,518.00[/TD]
[TD]25[/TD]
[TD]WOCU[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]291.52[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD] 170,735.55[/TD]
[TD]29[/TD]
[TD]YEVEN[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]170.74[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD] 160,449.25[/TD]
[TD]21[/TD]
[TD]HENRY[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]160.45[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD] 75,489.00[/TD]
[TD]15[/TD]
[TD]COLD[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]75.49[/TD]
[/TR]
</tbody>[/TABLE]
These are the formulas to get the above that this community has helped with:
[TABLE="width: 330"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD]COL [/TD]
[TD]FORMULA[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Z[/TD]
[TD="colspan: 3"] =LARGE(V$4:V$1000,Y10)
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AA[/TD]
[TD="colspan: 2"]=MATCH(Z2,V:V,0)[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AB[/TD]
[TD="colspan: 6"]=LOOKUP(2,1/((A$4:INDEX(A:A,AA10)<>"INV")*(A$4:INDEX(A:A,AA10)<>"Customer Totals:")),A$4:INDEX(A:A,AA10))
[/TD]
[/TR]
[TR]
[TD]AC[/TD]
[TD]BLANK[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AD[/TD]
[TD]BLANK[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AE[/TD]
[TD]=U15/1000[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
Here is a sample data I'm working with. I cannot have the following 3 customers in my Top 5: Gabby, Gabby NC, or Serge:
[TABLE="width: 488"]
<colgroup><col><col><col><col><col></colgroup><tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]Cols C:U
all being utilized
(just not shown here for brevity) .[/TD]
[TD] V[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]ABBY[/TD]
[TD]ABBY[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]INV[/TD]
[TD]L10466[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]INV[/TD]
[TD]L10734[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]INV[/TD]
[TD]L10796[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$324,711.00[/TD]
[TD] [/TD]
[TD="align: right"]324,711.00[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]BANAN[/TD]
[TD]BANAN[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]INV[/TD]
[TD]L10792[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$56,002.50[/TD]
[TD] [/TD]
[TD="align: right"]56,002.50[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]COLD[/TD]
[TD]COLD[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD]INV[/TD]
[TD]L10713[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD]INV[/TD]
[TD]L10714[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$75,489.00[/TD]
[TD] [/TD]
[TD="align: right"]75,489.00[/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD]GABBY[/TD]
[TD]GABBY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD]INV[/TD]
[TD]L10715[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]INV[/TD]
[TD]L10756[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]19[/TD]
[TD]INV[/TD]
[TD]L10758[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]20[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$290,946.70[/TD]
[TD] [/TD]
[TD="align: right"]290,946.70[/TD]
[/TR]
[TR]
[TD]21[/TD]
[TD]GABBY NC[/TD]
[TD]GABBY NC[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]22[/TD]
[TD]INV[/TD]
[TD]L10763[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]23[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$114,986.50[/TD]
[TD] [/TD]
[TD="align: right"]114,986.50[/TD]
[/TR]
[TR]
[TD]24[/TD]
[TD]HALEY[/TD]
[TD]HALEY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]25[/TD]
[TD]INV[/TD]
[TD]L10716[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]26[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$5,446.23[/TD]
[TD] [/TD]
[TD="align: right"]5,446.23[/TD]
[/TR]
[TR]
[TD]27[/TD]
[TD]HENRY[/TD]
[TD]HENRY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]28[/TD]
[TD]INV[/TD]
[TD]L10649[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]29[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]160449.25[/TD]
[TD] [/TD]
[TD="align: right"]160,449.25[/TD]
[/TR]
[TR]
[TD]30[/TD]
[TD]SERGE[/TD]
[TD]SERGE[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]31[/TD]
[TD]INV[/TD]
[TD]L10788[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]32[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$26,250.00[/TD]
[TD] [/TD]
[TD="align: right"]26,250.00[/TD]
[/TR]
[TR]
[TD]33[/TD]
[TD]WOCU[/TD]
[TD]WOCU[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]34[/TD]
[TD]INV[/TD]
[TD]L10797[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]35[/TD]
[TD]INV[/TD]
[TD]L10788[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]36[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$291,518.00[/TD]
[TD] [/TD]
[TD="align: right"]291,518.00[/TD]
[/TR]
[TR]
[TD]37[/TD]
[TD]YEVEN[/TD]
[TD]YEVEN[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]38[/TD]
[TD]INV[/TD]
[TD]L10686[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]39[/TD]
[TD]INV[/TD]
[TD]L10789[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]40[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$170,735.55[/TD]
[TD] [/TD]
[TD="align: right"]170,735.55[/TD]
[/TR]
</tbody>[/TABLE]
https://www.mrexcel.com/forum/excel...ch-top-5-outstanding-amounts-offset-name.html
I have tried to make the formula work to eliminate 3 customer names from the top 5 but no success.
I'm thinking if i can get rid of the totals for the 3 customers in column "V" then the formulas will work, but I can't figure out how to associate the
amount in Column V to the customer name. (Somehow work backwards using the formula in Column AB??? - maybe???)
Currently the customer amount (Col V) is on the same line as "Customer Totals" (Col A). The customer name can be 2+ lines above "Customer Totals" depending on the number of "INV" in column "A"
Below you will find pertinent data.
Here is the formula in cell V5 where I pulled out the $amount:
Range("V5").Select
ActiveCell.FormulaR1C1 = "=IF(RC[-21]=""Customer Totals:"",RC[-20],0)"
My ultimate goal is to get this:
[TABLE="width: 330"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD]LARGE[/TD]
[TD]VALUE[/TD]
[TD]ROW[/TD]
[TD]CUSTOMER[/TD]
[TD][/TD]
[TD][/TD]
[TD]1000'S[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD] 324,711.00[/TD]
[TD]8[/TD]
[TD]ABBY[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]324.71[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD] 291,518.00[/TD]
[TD]25[/TD]
[TD]WOCU[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]291.52[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD] 170,735.55[/TD]
[TD]29[/TD]
[TD]YEVEN[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]170.74[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD] 160,449.25[/TD]
[TD]21[/TD]
[TD]HENRY[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]160.45[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD] 75,489.00[/TD]
[TD]15[/TD]
[TD]COLD[/TD]
[TD] [/TD]
[TD] [/TD]
[TD="align: right"]75.49[/TD]
[/TR]
</tbody>[/TABLE]
These are the formulas to get the above that this community has helped with:
[TABLE="width: 330"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD]COL [/TD]
[TD]FORMULA[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]Z[/TD]
[TD="colspan: 3"] =LARGE(V$4:V$1000,Y10)
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AA[/TD]
[TD="colspan: 2"]=MATCH(Z2,V:V,0)[/TD]
[TD]
[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AB[/TD]
[TD="colspan: 6"]=LOOKUP(2,1/((A$4:INDEX(A:A,AA10)<>"INV")*(A$4:INDEX(A:A,AA10)<>"Customer Totals:")),A$4:INDEX(A:A,AA10))
[/TD]
[/TR]
[TR]
[TD]AC[/TD]
[TD]BLANK[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AD[/TD]
[TD]BLANK[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]AE[/TD]
[TD]=U15/1000[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
Here is a sample data I'm working with. I cannot have the following 3 customers in my Top 5: Gabby, Gabby NC, or Serge:
[TABLE="width: 488"]
<colgroup><col><col><col><col><col></colgroup><tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]Cols C:U
all being utilized
(just not shown here for brevity) .[/TD]
[TD] V[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]ABBY[/TD]
[TD]ABBY[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]INV[/TD]
[TD]L10466[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]INV[/TD]
[TD]L10734[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]INV[/TD]
[TD]L10796[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$324,711.00[/TD]
[TD] [/TD]
[TD="align: right"]324,711.00[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]BANAN[/TD]
[TD]BANAN[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD]INV[/TD]
[TD]L10792[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$56,002.50[/TD]
[TD] [/TD]
[TD="align: right"]56,002.50[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]COLD[/TD]
[TD]COLD[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD]INV[/TD]
[TD]L10713[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD]INV[/TD]
[TD]L10714[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$75,489.00[/TD]
[TD] [/TD]
[TD="align: right"]75,489.00[/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD]GABBY[/TD]
[TD]GABBY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD]INV[/TD]
[TD]L10715[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]INV[/TD]
[TD]L10756[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]19[/TD]
[TD]INV[/TD]
[TD]L10758[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]20[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$290,946.70[/TD]
[TD] [/TD]
[TD="align: right"]290,946.70[/TD]
[/TR]
[TR]
[TD]21[/TD]
[TD]GABBY NC[/TD]
[TD]GABBY NC[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]22[/TD]
[TD]INV[/TD]
[TD]L10763[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]23[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$114,986.50[/TD]
[TD] [/TD]
[TD="align: right"]114,986.50[/TD]
[/TR]
[TR]
[TD]24[/TD]
[TD]HALEY[/TD]
[TD]HALEY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]25[/TD]
[TD]INV[/TD]
[TD]L10716[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]26[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$5,446.23[/TD]
[TD] [/TD]
[TD="align: right"]5,446.23[/TD]
[/TR]
[TR]
[TD]27[/TD]
[TD]HENRY[/TD]
[TD]HENRY[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]28[/TD]
[TD]INV[/TD]
[TD]L10649[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]29[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]160449.25[/TD]
[TD] [/TD]
[TD="align: right"]160,449.25[/TD]
[/TR]
[TR]
[TD]30[/TD]
[TD]SERGE[/TD]
[TD]SERGE[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]31[/TD]
[TD]INV[/TD]
[TD]L10788[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]32[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$26,250.00[/TD]
[TD] [/TD]
[TD="align: right"]26,250.00[/TD]
[/TR]
[TR]
[TD]33[/TD]
[TD]WOCU[/TD]
[TD]WOCU[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]34[/TD]
[TD]INV[/TD]
[TD]L10797[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]35[/TD]
[TD]INV[/TD]
[TD]L10788[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]36[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$291,518.00[/TD]
[TD] [/TD]
[TD="align: right"]291,518.00[/TD]
[/TR]
[TR]
[TD]37[/TD]
[TD]YEVEN[/TD]
[TD]YEVEN[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]38[/TD]
[TD]INV[/TD]
[TD]L10686[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]39[/TD]
[TD]INV[/TD]
[TD]L10789[/TD]
[TD] [/TD]
[TD]-[/TD]
[/TR]
[TR]
[TD]40[/TD]
[TD]Customer Totals:[/TD]
[TD="align: right"]$170,735.55[/TD]
[TD] [/TD]
[TD="align: right"]170,735.55[/TD]
[/TR]
</tbody>[/TABLE]