Forum Discussion
coughlanconsulting
Jan 11, 2019Copper Contributor
Data Management in Excel
I have a business with large amount of information prepared by a staff member - client and prospect names, key personnel within that business, their addresses, their emails, their phone numbers etc e...
coughlanconsulting
Jan 12, 2019Copper Contributor
Hi Wyn
Many thanks for the information. I can see how this would be a great resolution to my problem, assuming there was good and logical source data. Unfortunately when I look further into the detail of the report not all of the rows under each client/ prospect name start with the same identifier, some clients have different rows of details with multiple addresses, or multiple key staff or email addresses etc i.e. the simple version I provided to you doesn't reflect the complexity of the actual source data. As a result the transformed report then gets out of order. Appreciate the assistance but maybe all the errors and issues in the set up are going to defeat our best efforts
- Wyn HopkinsJan 12, 2019MVPHi,
Ah, yes unless there is some sort of pattern / logic / consistent identifier automating a solution becomes next to impossible and good old manual re-keying becomes the best approach.