If I create a numbers spreadsheet listing 100s of customer purchases totalling how much each one has spent over time … can I make numbers automatically extend the list and rank those customers from top to bottom based on $$$ spent?
I wanna see a ranking of customers spending over time.
Here's one way to do it.
Say column A is the customer ID or name. Say column B has the amount of the purchase.
The first thing you can do is to group by customer. Go to the right sidebar and choose Organize, Categories, Add a Category and choose the name of column A. Now everything is grouped by customer.
In the row for the first customer, in column B, choose the blank header cell there. A little "gear" button should appear next to it. Click it and choose Sum. Now you have the total for each customer.
Go to Organize, Sort, choose Groups and choose the group that represents the amount, like Amount (Sum). That will sort the groups by their totals. Change to Descending.
To hide the individual sales, hold the Option key down and click on the little triangle next to the first row. That will collapse all of the groups so you only see the totals.
Note that you can go to Organize, Categories and turn off Categories to return the table to its normal state to add more rows.
Another way to do it would be to create a separate table with each customer listed. Then use SUMIF in each row to get the total for that customer. Then sort. But that requires you to add each customer to that second table.
A simpler way to do it is to just create a pivot table and sort it. You can actually use a very simple pivot table for just adding totals. See https://macmost.com/the-new-pivot-table-feature-in-numbers.html
Thank you very much Gary!!! (^_^)