Forum Discussion
shotgun-68
Apr 03, 2020Copper Contributor
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
- SergeiBaklanDiamond Contributor
You may update information using Power Query, but it depends on how are sales file and master file are built