Forum Discussion
coughlanconsulting
Jan 10, 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 11, 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 Hopkins
Jan 11, 2019MVP
Hi,
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.
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.