Sum total income for each unique client and chart it!?

Greetings from sunlit Athens! I have been scouring for the past 5 hours for an elegant solution to the following:


I would like to sum the total amount of income for each unique client and chart it to visualise which customers bring in the most cash.


For example from this to this:

ClientsInvoiced €
A100
B200
C250
A130
A120
B100


Clients

€ Total
A350
B300
C250


How can this be implemented in Numbers? As elegantly as possible?

MacBook Pro (Retina, 15-inch, Mid 2015), OS X El Capitan (10.11.6)

Posted on Sep 3, 2016 4:32 PM

Reply
11 replies

Sep 3, 2016 6:09 PM in response to menick

menick wrote:



and chart it to visualise which customers bring in the most cash.




To see what charts might work best I recommend having a look at the 'Charting Basics' template at File > New in your menu. Generally, the approach is to select the cells in the table to be charted, in your case the second table, and then choose a chart type, either after clicking 'Chart' in the toolbar or choosing from the menu Insert > Chart and choose the type.


SG

Sep 6, 2016 7:17 AM in response to t quinn

Hi menick,

Here is an approach that uses an index column in your invoiced table. This can be hidden.

User uploaded file

C2= IF(COUNTIF(A$2:A2,A2)=1,C1+1,C1)

Filled down.

You can use INDEX/MATCH to bring your unique clients over to a second table.

User uploaded file

A2= INDEX(Table 1::A,MATCH(ROW(cell)−1,Table 1::C,-1))

Filled down.

You can hide the error cells (included for when your client list expands) with a filter or by wrapping the formula with IFERROR() once you get it working.


quinn

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Sum total income for each unique client and chart it!?

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