Pivot Table for matching values between columns?

hak2016

New Member
Joined
Apr 28, 2016
Messages
7
Hi there

So, I have the following situation on my hands (link to image)

I have 2 sheets, one for registered IDs and one for transactions IDs. Both IDs are unique customers identifications. Example: John registered on the platform and was given the 890 ID. If john makes a transaction, that transaction ID will be 890.

The sheet for Registered IDs provides me a few informations about the register: when it occurred, how (facebook, affiliates, etc), where (Market 1, 2 or 3) and also which type it is (Business or Individuals). The transactions sheet just gives me the IDs, when and the amount of each transaction.

I put those two sheets together so you guys can compare the IDs columns. As you can see, not all registered members makes transactions and there are several ones who makes more than one transaction. My challenge is to compare those 2 columns in a dynamic way so I can see and filter who is actually registering AND using the services. In other words, I have to see which REGISTERED IDs are appearing on TRANSACTION IDs.

So, I started whith conditional formatting to highlight the duplicates between the 2 and then filter by color, but the sheet have more than 70.000 rows and my computer nearly explodes when I try to apply the color cell filter. So I used VLOOKUP and made it work by classifying which values appears and those who doesn't. It worked, but every time I have to play with different variables (lets say market or channel), It's a pain in the * because takes so long to separate the IDs and filter them on a specific table.

So my question is: is there a way to make a Pivot table so I can filter the data more easily?

Thank you guys so much!
 

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Yes that can be done with pivot table.

month in columns

ID in row

Chanel in row

value in value

Try it and let us know if this is usefull
 
Last edited:
Upvote 0
Hi Oeldere, thanks for the help.

I did what you suggested, but I still see which registered IDs appears on Transactions ID with the Pivot Table you suggested. I got something like this.

Have I done something wrong?

Thanks!
 
Upvote 0
Oops, but I still can't see which registered IDs appears on Transactions ID with the Pivot Table you suggested*
 
Upvote 0
you need to (first) choose registerd ID in row

after that (below) you have to drag the chanel in the row

value (you choise count => in this case you better choose sum).

If the registered ID has no value in the last column (the customer did not order anything).

Try again and come back if you need more help.
 
Last edited:
Upvote 0
I think we're almost there. I did what you said (as you can check here), but this time I didn't get any column with no value for the registered ID. Take the register ID number 3, for example. There is no 3 on the transactions ID column, so it is a customer who didn't make any purchase, but the pivot table says he did.

Any ideas?

Thanks again!
 
Upvote 0
Always difficult if you not able to see the file.

Why are there values in the transaction ID if there are no transactions?
 
Upvote 0
I can send the file if it helps :)

It works this way:

Every customer registered on the site has a unique id. I have a list of all the user registered on the row registered IDs.
When a user makes a purchase, that transaction will have their unique ID as well - The Transaction ID. Both Registered IDs and Transactions IDs are the same.

So a a customer can have multiple Transactions, which vary on time and amount, but they always have the user unique ID in common. Example: the user registered with the ID 01 can appear on the transaction ID as:
[TABLE="width: 460"]
<tbody>[TR]
[TD]ID[/TD]
[TD]Month[/TD]
[TD] Value[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Jan-15[/TD]
[TD="align: right"] € 34.00[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Apr-16[/TD]
[TD="align: right"] € 4.00[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Dec-15[/TD]
[TD="align: right"] € 2.00
[/TD]
[/TR]
</tbody>[/TABLE]

So you know the registered user number 01 made 3 transactions. My problem is that not all the registered users (registered IDs) make transactions, so I need to compare the row registered IDs with Transactions IDs so I'm able to determine which users are actually using the service and how much they spent, where they come from, etc. Look the example below. Registered user number 3 does not appear on the transaction id column because there are no ID number 3 there, so I know he didn't made any purchase.
[TABLE="width: 844"]
<tbody>[TR]
[TD]REGISTERED ID[/TD]
[TD]Month[/TD]
[TD]Type[/TD]
[TD]Channel[/TD]
[TD]Market[/TD]
[/TR]
[TR]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]Jan-15[/TD]
[TD]Individual[/TD]
[TD]Direct[/TD]
[TD]C
[/TD]
[/TR]
</tbody>[/TABLE]

Hope it makes sense now! Sorry for bothering :(
 
Upvote 0

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