Create A Customer Database In Excel - How It Works

You only need to be familiar with the basics of Excel. Then there should be no problem for you.

In Excel, create a customer database

1. Before you create a customer database in Excel, you should carefully consider what data you need. The data in a customer database include the names, addresses, telephone numbers and customer numbers.
   
2. That means you need to create an Excel spreadsheet first, in which you create separate data for all columns. With the mouse you can easily adjust the width of the columns. Just click on the dividing line between the column and drag it while holding down the mouse button to the right.
   
3. Above the customer database, you should leave two to three lines. This place you will use later to perform database functions.
   
4. Then you can for each column heading, such as create, for example, "Name", "Zip Code" or "phone number".
   
5. The next step is to then fill the customer database with the necessary data.

Working with the Database

1. After you create your client database into Excel, you naturally want to also evaluate a variety of data. These are available in various Excel functions.
   
2. You can select the range in Excel "formulas". Then click one of the displayed functions and select, "Additional Features". Then you will see a list of all formulas that are available in Excel.
   
3. Click then on the "databases". Then in the list shows only functions that are relevant to your customer database is important. The individual functions are very well described, so that the application should not be a problem for you.
   
4. Click in an empty cell of the Excel spreadsheet and insert the desired function. The area of the customer database to be searched for the required criteria, you must get behind the function in parentheses.
   
5. A typical database function looks like this: = DCOUNT (A4: F55). This feature would, for example, the Excel table in search of A-4 to F-55 to the desired criteria.