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.
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.
Miller - 500
Root Beer - 400
Sprite - 300
Pepsi - 200
Diet Coke - 100
Fruit Punch - 7000
Vodka - 5500
Rum - 3000
Brisk - 2000
Coors - 1000
Budweiser - 10000
Rum - 4400
Sprite - 3300
Diet Cooke - 2200
Water - 500
Diet Coke - 5300
Miller - 4000
Tea - 500
Sprite - 300
Anwsers to the Problem Dashboard help - summing and ranking items
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