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Converting pasted data to customer follow-up information
I have a very basic understanding of Excel and I need some help. I'm trying to create a workbook that will take daily transactions and convert them to a customer follow-up list. Is there a way to tak...
StephenGundrum , The original version assumed that there will be only one occurrence of Rep, so it was erroring out when a rep was there twice. I changed the logic to accommodate multiple occurrences of Reps. See if this works.
StephenGundrum , looks like a perfect use case for Power Query. Paste more information in the Paste Tab and extend the formulas in the table on the right side. Update the Rep list as well. Then click on Data->Refresh All to update the Act and Up table. Let me know if you run into any issues...
TheAntony [Expression.Error] There were too many elements in the enumeration to complete the operation.