Excel and Word for the web: top customers from a sales export and a one-page client update

Clean the export (Excel)

1. Paste the export into A1 of a blank workbook: headers in row 1, one row per order.
2. Click a cell in the list, then Data > Remove Duplicates.
3. Keep every column and My data has headers ticked, OK. Excel says how many rows it removed.

Top customers with a PivotTable

Insert

Insert > PivotTable, then New sheet under Create your own PivotTable.

Group

Tick Customer: it goes into Rows.

Total

Tick Amount: it goes into Values as Sum of Amount.

Sort

Click a total, Data > Sort Descending: biggest customer first.

Money

Select the totals, Home > number format > Currency.

Notes into a client update (Word)

1. Paste the notes into a blank document. Word may offer Copilot: Not now is fine.
2. First line: Styles > Title. Each section line: Styles > Heading 1.
3. Select what was done, click Bullets.
4. End of Next steps, Enter, Insert > Table > 3x4: Task, Owner, Due. Tab moves to the next cell.
5. In the table: Table tab, table styles arrow, a Grid Table with a dark header.

Before it goes out

• Select anything to check, Review > New Comment. Type @name to notify a colleague.
• Resolve or delete comments before you send the update to the client.
• Check one PivotTable total by hand the first time.