Forum Discussion

shotgun-68's avatar
shotgun-68
Copper Contributor
Apr 03, 2020

How to keep a customer list current all the time

Hello wonderful people ,

 

So. 

 

  • Each month I receive a file of sales by customer , simple file with customer name in column a and sales in B 
  • I would like to build a master file looking at rolling 12 month sales by customer. I have a file for all of 2019 by customer by month so that I can start this from Jan 2020
  • My challenge is , as the months go by NEW customer will start to be sold to . How can I make sure that my master list constantly updates itself with any new arrivals 
  • To be clear customer EZPEAZ starts to sell in April . Who I get the sales file for that month and look-up into the master file it won't see the EZPEAZ as they never existed before 

Undoubtedly simple , I await your collective brainpower :>)

1 Reply

  • SergeiBaklan's avatar
    SergeiBaklan
    Diamond Contributor

    shotgun-68 

    You may update information using Power Query, but it depends on how are sales file and master file are built

Resources