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Hint: Answer should utilise filters
Method should be easier than "deselect all" and searching and finding the customer name and ticking the box?
The pivot table is the most efficient and usefull way.
I guess you are looking to recover your unpaid invoices.
With a pivot table you'll manage those datas according what you are looking for. You'll be able to have a subtotal of unpaid invoices by customers, by year,..and many more.
You can have a global overiew and dig into details.
just got to know about Pivot table, hope this ll help you in this regard. You can Group data according to your requirements in case of multiple records against one customer/Client using Pivot table
I am not sure i understood your query completely but in my opinion You can use the VLOOKUP function to search the first column of a range of cells, and then return a value from any cell on the same row of the range. For example, suppose that you have a list of customers contained in the range say A2:C10. now suppose the customers ID numbers are stored in the first column of the range, If you know thecustomer ID number, you can use the VLOOKUP function to return the full account statement of specific customer but u have to link that statement1st with your sheet where you applied the vlookup i hope i was helpful .regards
You can use vlook up function to extract the statement of account.
the best for SQL server query
If you can send me your file, I can give you some possible solutions, inbox me. if you are agreed.
You can change your clients name as1,2,3, and items as a, b, c, etc. and re-set when you get the file back.
The easiest way is to use the DATA TAB
Click on the "Filter" icon
The on the name of the customer ARROW, right click; "text filters" and type in the customers name
The filter function will reflect only that customer;
You may also then filter the "date"
The data remaining is easily copied into a statement or worksheet to enable reconciliation and explanation to your customer.
There is also Groupings that can be used in the DATA TAB.
All other answers are correct, I just use the easiest method.
Fast and easy way to use filter. Or you can use advance filter using customer field as filter value.
Thanks