D
darkwood
I've got 6 different worksheets that have month end data on it for my
accounts, and I want to develop a quarterly statement to send to my
customers, but not all customers qualify for the month end incentives i
give for each aspect of business. Some months an account number will
qualify, another month they may not. Also, their address might have
changed over that period of time.
My printing company has requested that I put each account number
occurrence in it's own row, without dupes, so that they can take each
month's detail and get it on each quarter's statement, and then get the
YTD total in a final column to the far right. How the heck do I do
that?
The best method I had given them was merging all 6 worksheets into one,
sorting by acct and doing subtotals to get the YTD total. Apparently
that isn't good enough, he can't get their printing system to take the
command (most recent available month's address for each acct), so I'd
have to include that somehow as well in the address line. I've
attached a sample spreadsheet (column headers and columns match on all
6 spreadsheets) to see if someone can understand my conundrum.
+-------------------------------------------------------------------+
|Filename: rewards.zip |
|Download: http://www.excelforum.com/attachment.php?postid=5137 |
+-------------------------------------------------------------------+
accounts, and I want to develop a quarterly statement to send to my
customers, but not all customers qualify for the month end incentives i
give for each aspect of business. Some months an account number will
qualify, another month they may not. Also, their address might have
changed over that period of time.
My printing company has requested that I put each account number
occurrence in it's own row, without dupes, so that they can take each
month's detail and get it on each quarter's statement, and then get the
YTD total in a final column to the far right. How the heck do I do
that?
The best method I had given them was merging all 6 worksheets into one,
sorting by acct and doing subtotals to get the YTD total. Apparently
that isn't good enough, he can't get their printing system to take the
command (most recent available month's address for each acct), so I'd
have to include that somehow as well in the address line. I've
attached a sample spreadsheet (column headers and columns match on all
6 spreadsheets) to see if someone can understand my conundrum.
+-------------------------------------------------------------------+
|Filename: rewards.zip |
|Download: http://www.excelforum.com/attachment.php?postid=5137 |
+-------------------------------------------------------------------+