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Douglas Wells's avatar
Douglas Wells
Copper Contributor
Jul 17, 2018

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

  • Douglas Wells's avatar
    Douglas Wells
    Copper Contributor

    Maybe I didn't describe this very well? I would think this wouldn't be an unusual task, I was just unsure about how to go about working through it. Would love any ideas.