Join Rudolph Rosenberg for an in-depth discussion in this video Identifying current customers, part of Financial Analysis: Analyzing the Top Line with Excel.
…Now how many customers do you have, this information is available in your data set.…You just need to count the number of customers that have generated any…revenue during the best 12 months, or during the best year.…Now, let's see how to find that who are our current customers.…To do so we'll start with the pivot table as we left it…during the last demonstration.…So, in this pivot table, we can just remove the month and the year,…which we're not going to be using currently.…
And, so what we want to do is, identify the list of…customers with whom we have done business in the previous year.…So we'll go and look at the customer name information, and…drag it down into the Pivot table, and put it into the rows section.…All the names of the customers are displayed now in the first column.…To select only those customer that have been doing business with us in the last…year, we'll take the year column that we have created in the previous video,…and dragged it down into the filters section this time.…
As you can see, it appears now at the top of our Pivot table, and…
Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.
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- Preparing your revenue information
- Comparing past performance
- Analyzing customer data
- Analyzing product information
- Identifying exceptional revenue