I have a spreadsheet that is for a group of clients. Each line of data has information on insurance claims, of which include a client number that is unique to that client.
I am looking for a program/software that will allow me to compute various metrics and present those in a table, with an overall comparison to all the other clients.
I also need to present data that is compiled into a top 5 metric that is then placed in a bar graph.
This data needs to be computed for each individual client, and I often have to do this as one-off projects throughout the year for specific clients.
Finally, I need to then pass this off to colleagues that will then look at the information and add in text that is relevant to each client.
I receive these files as a .CSV file and currently work in Excel to compute the information and then copy and paste the information to a document file.
I work in a Windows environment. I am currently limited to Office tools, however I'm willing to use my own personal computer to install an application that will give me the ability to do what I'm looking for.
Thank you for your time and suggestions. Please let me know if you have any questions.