S
salvi
I have scoured the threads and the issue I am having with seems to be a
popular one but I yet to find the exact resolution to my issue at hand.
I am merging data from three excel worksheets which are created and
exported from the same DB. The worksheets may contain up to 25 fields
(columns) or more of customer data which are all tied from its
account number. Now also, this customer account number may also have
other 'customers' associated to it ie.. spouse ,co signer, gaurantors,
dealer but not all! It is becuase of this,other relations to the
account number, that the reports can be several hundred rows long
becuase the report displays each account record as independent. The
'additional' customers are assigned a number to idenfy their relation
to the acount and also display in this order on the worksheets:
1 - main customer (Smith , John )
2 - spouse (Smith, Mary
3 - co signer (Williams, Steve)
4 - co signer spouse (Williams, Betty)
.. .
...
90 - selling store (Bobs Market)
I am only concerned with identifying and reporting customers '1' '3'
and '90' s.
What would be the best approach to achieve the following results after
merging all three worksheets since this will be a monthy process:
1) Delete or at least identify duplicate records when merging the
worksheets
2) Keeping all of the header information intact ( need to display all
header information on top after merging all the data and avoid
duplicates)
3) If possible , when merging the data, combining names 1 & 3(if
exist) in the same name field so that I only have two lines for the
same account number as follows:
Using example from atop:
1 main customer (Smith, John) (Williams, Steve)
90 Selling store (Bobs Market)
I would appreciate any and all the help and suggestions.
popular one but I yet to find the exact resolution to my issue at hand.
I am merging data from three excel worksheets which are created and
exported from the same DB. The worksheets may contain up to 25 fields
(columns) or more of customer data which are all tied from its
account number. Now also, this customer account number may also have
other 'customers' associated to it ie.. spouse ,co signer, gaurantors,
dealer but not all! It is becuase of this,other relations to the
account number, that the reports can be several hundred rows long
becuase the report displays each account record as independent. The
'additional' customers are assigned a number to idenfy their relation
to the acount and also display in this order on the worksheets:
1 - main customer (Smith , John )
2 - spouse (Smith, Mary
3 - co signer (Williams, Steve)
4 - co signer spouse (Williams, Betty)
.. .
...
90 - selling store (Bobs Market)
I am only concerned with identifying and reporting customers '1' '3'
and '90' s.
What would be the best approach to achieve the following results after
merging all three worksheets since this will be a monthy process:
1) Delete or at least identify duplicate records when merging the
worksheets
2) Keeping all of the header information intact ( need to display all
header information on top after merging all the data and avoid
duplicates)
3) If possible , when merging the data, combining names 1 & 3(if
exist) in the same name field so that I only have two lines for the
same account number as follows:
Using example from atop:
1 main customer (Smith, John) (Williams, Steve)
90 Selling store (Bobs Market)
I would appreciate any and all the help and suggestions.