I run a customer service department (I'm new to this so need to learn quickly) and I'm trying to get some analytics on our customer service requests. I have a table in excel documenting every individual service request and I would like a graph showing the total number of requests per customer.
I could write this manually (see below) but I would like it to automatically update as more service requests are entered.
I have tried looking for answers to this but can't find any that update automatically or that don't require a table elsewhere to be manually updated with each new customer. We often get new customers and I dont want to have to go back to this every time to update a reference table or customer list.
Surely there must be a way in excel to "Count all entries of each occurrence of a name in a column" in some kind of smart way?
I would really appreciate help with this! Thanks in advance!
Better to use pivot tables.
If below is your data,
Go to Insert > PivotTable
Click the Customer checkbox and also drag the Customer field to fill the VALUES box as shown in the image below
Please vote up if okay.
If you have 365 you could take advantage of spilled ranges.
=UNIQUE(Table1[Customer])
in cell B3
.=COUNTIF(Table1[Customer],B3#)
in cell C3
- this formula will spill to all your unique customers.Create two names ranges:
XAxis
which references =Sheet1!$B$3#
ChartValues
which references =Sheet1!$C$3#
Create your chart:
=Sheet1!ChartValues
=Sheet1!XAxis
Change Sheet1
to whatever your sheet is called remembering to wrap with '
if it has a space in the name.
Thank you everyone for your suggestions. I found a solution from multiple answers and comments.
I ended up going to my original table that I am using to create new service records. I added a column called "1" and just entered the number 1 in that column, for every row. I then "Hid" this column in the usual fashion.
I then created a pivot table from this table and selected to display columns "Customer" and "1" and used these columns to produce a bar graph. Here is the result (With the column "1" unhidden):
tl;dr: Excel is unable to do this in any smart way, create a column in the original table contianing the number 1 so when a pivot table is made, it will auto sum the 1's for entries from the same customer. Create a plot from this.
It disgusts me . . . but it works.
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