How to Use Registry Cleaner to Clean Junk File: Troubleshooter of Error: Dashboard help

Monday, September 26, 2016

Troubleshooter of Error: Dashboard help - summing and ranking items

Dashboard help - summing and ranking items

I am working on a piece to a dashboard I am creating where I have a data table with approx.
17k rows and 20 columns with all of my transactions for a year over year time frame.
Within in the data there are four columns that I want to use to find out within
each of my clients accounts which were the largest transactions for the year and rank the top five transactions for the year and combine the amount and name to bring to the dashboard.
Each account's transactions will most likely have only a "code" listed
once, but there could be occurrences when the "code" is duplicated as you can see for account Ken.
Also these codes are not necessarily fixed and could change over time and over each month.
The most common fixed item will be the account name.
I've thought
about using a pivot table but I do not want to have to create it each time I need the data.
Below is a sample of what my data could look like and below that is a desired result.
Thank you for the help and please let me know where am I am lacking information
for a conclusion.

Data

Account Name
Value
Code
Code Name

Barbie
100
1
Diet Coke

Barbie
200
2
Pepsi

Barbie
300
3
Sprite

Barbie
400
4
Root Beer

Barbie
500
5
Miller

Bugs
1000
6
Coors

Bugs
2000
9
Brisk

Bugs
3000
10
Rum

Bugs
5500
11
Vodka

Bugs
7000
12
Fruit Punch

Ken
2200
1
Diet Coke

Ken
3300
3
Sprite

Ken
10000
7
Budweiser

Ken
4400
10
Rum

Ken
500
15
Water

Nemo
300
1
Diet Coke

Nemo
5000
1
Diet Coke

Nemo
100
3
Sprite

Nemo
4000
5
Miller

Nemo
500
17
Tea

Result

Account
Rank 1
Rank 2
Rank 3
Rank 4
Rank 5

Barbie
Miller - 500
Root Beer - 400
Sprite - 300
Pepsi - 200
Diet Coke - 100

Bugs
Fruit Punch - 7000
Vodka - 5500
Rum - 3000
Brisk - 2000
Coors - 1000

Ken
Budweiser - 10000
Rum - 4400
Sprite - 3300
Diet Cooke - 2200
Water - 500

Nemo
Diet Coke - 5300
Miller - 4000
Tea - 500
Sprite - 300

Anwsers to the Problem Dashboard help - summing and ranking items

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