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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 , 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.
If with Power Query I'd remove all formulas in Paste sheet, you don't need them at all. Something like in attached file.
- Thank you very much for your help! That solution is working.
