Douglas Wells
Jul 17, 2018Copper Contributor
Creating a "mail merge" of sorts
What I'm trying to do is take an excel sheet with a large amount of data over multiple years, then use that data to create multiple new excel sheets/individual files based on some unique ID. So, I'd create a new sheet for Org 1, Org 2, Org 3, etc. based on the data in the master file. I assume VLOOKUP would suffice for grabbing the data, but unsure the mechanism for creating new files. I have a template of what the new fill will look like, so really it's just grabbing the data and putting it in the appropriate places. I'm happy to be directed to a tutorial or such if it's a bigger topic. Thanks so much for any thoughts