# Excel and Word for the web: top customers from a sales export and a one-page client update > A free one-page cheat sheet: clean a sales export and find top customers with an Excel PivotTable, then turn meeting notes into a styled Word update. Source: https://learn.ynteractive.com/content/cheat-sheets/excel-pivottable-and-word-update · Updated 2026-10-23 · Free from Stepthrough (https://learn.ynteractive.com) [Lesson cheat sheet](https://learn.ynteractive.com/content/cheat-sheets#kind-lesson) · One page · US letter · [Excel](https://learn.ynteractive.com/content/tool/excel) · Word By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 23, 2026 · From the free lesson [Excel for the Web: Find Your Top Customers in a Sales Export](https://learn.ynteractive.com/content/excel-web-top-customers) A free one-page cheat sheet: clean a sales export and find top customers with an Excel PivotTable, then turn meeting notes into a styled Word update. [Download the free PDF (63 KB)](https://learn.ynteractive.com/content/cheat-sheets/excel-pivottable-and-word-update.pdf)Print this sheet Free, no sign-up and no email needed. It prints on one letter-size page; the whole sheet is below. *▶*StepthroughFree printable cheat sheet · learn.ynteractive.com Excel and Word for the web: top customers from a sales export and a one-page client update Modules 2 and 3 of the free Excel and Word for the Web Jump Start, practised there on real Microsoft 365 screens. ## 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. **Remember:** Clean the data before you count it, and use styles instead of fonts: the totals stay right and every update looks the same. Practice it free: [Excel for the Web: Find Your Top Customers in a Sales Export](https://learn.ynteractive.com/modules/excel-web-top-customers) at learn.ynteractive.com/modules/excel-web-top-customers. This sheet: learn.ynteractive.com/content/cheat-sheets/excel-pivottable-and-word-update. Lena's office-supply shop and Northgate IT is a made-up business from the lesson. By Robert Breen, October 23, 2026. ## Practice it in the free lesson **Excel for the Web: Find Your Top Customers in a Sales Export**. A beginner Excel for the web walkthrough on real screens: clean a sales export with Remove Duplicates, total every customer with a PivotTable and sort the biggest to the top in about ten minutes. You do every step yourself in a practice copy of Excel, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/excel-web-top-customers) [Or read the full step-by-step guide](https://learn.ynteractive.com/content/excel-web-top-customers) ## Lessons on this sheet - [Excel for the Web: Find Your Top Customers in a Sales Export](https://learn.ynteractive.com/content/excel-web-top-customers): A beginner Excel for the web walkthrough on real screens: clean a sales export with Remove Duplicates, total every customer with a PivotTable and sort the biggest to… - [Word for the Web: Turn Meeting Notes into a Client Update](https://learn.ynteractive.com/content/word-web-client-update): A beginner Word for the web walkthrough on real screens: turn rough meeting notes into a one-page client update with heading styles, bullets, a next-steps table and a… ## Related terms Plain-English definitions, each with an example from a free lesson. [Pivot table](https://learn.ynteractive.com/content/glossary/pivot-table) · [Heading styles](https://learn.ynteractive.com/content/glossary/heading-styles) · [Comments (in a document)](https://learn.ynteractive.com/content/glossary/document-comments) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## More cheat sheets - [AI Email Responder in n8n Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/ai-email-responder-n8n): A free one-page cheat sheet: n8n watches Gmail, an AI agent reads each customer email and saves a reply as a draft in the same thread. - [AI Receipt Extractor in n8n Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/receipt-extraction-setup): A free one-page cheat sheet: attach a receipt photo in n8n chat, and an AI agent pulls the date, vendor and amount into a Google Sheets row. - [ChatGPT Bank Reconciliation Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/chatgpt-bank-reconciliation): A free one-page cheat sheet: match a bank statement CSV to the ledger with ChatGPT, list the exceptions, build the summary and check the math yourself. 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