Forum Discussion
Assistance needed combining two text columns.
| I need to combine Notes 1 with Notes 2, to track monthly dialogue, showing the balances for May and June | ||||||
| Customer Name | May Balance | Notes 1 | Customer Name | May Balance | June Balance | Notes 2 |
| Joan | $800.99 | 7/8/22 Spoke with Joan | Joan | $800.99 | $800.15 | new |
| Bill | $900.15 | 6/4/23 Spoke with Bill | Bill | $900.15 | $650.00 | |
| Brad | $7,799.00 | 5/9/23 emailed Brad | Brad | $7,799.00 | $313.50 | |
| Joe | $415.98 | 12/1/23 Joe called, sending payment | Samantha | $600.30 | $0.00 | |
| Samantha | $600.30 | 8/4/23 Sam called and paid full balance | Joe | $415.98 | -$415.99 | |
| Nelly | $458.25 | |||||
| Tom | $361.25 |
7 Replies
- I need to combine Notes 1 with Notes 2, to track monthly dialogue, showing the balances for May and JuneThe combining of Notes 1 with Notes 2 is a simple matter. Assuming Notes 1 is column B and Notes 2 is column G, put this formula in H2, copy it down.=B2&" "&G2If, though, I may be so bold as to offer some unsolicited advice: That overall design of your Excel sheet is not at all optimum, with duplicate column names heading the list. Depending on the context in which this is being used, how it's being used, there are a few major recommendations I might make.So could we back up a bit and ask you to describe that context--what this is all about--how entries get made (the Input side of things), what sort of results, reports are expected at the Output end of things.If what you're doing is tracking accounts for each person, accounts where debts are incurred (for purchases or loans, whatever), where payments are made, etc., it would make sense at the very least to have columns that represent:
- Date (of transaction)
- Acct #
- Name
- Transaction type
- Debit
- Credit
- Balance
- Notes/Comments
With a well-designed database (like the above, but designed for your purpose) it's also easy to create a summary page for the output end of things that can show current status
- for any given account
- for the overall organization
- etc
mathetes Thank you very much for getting back to me. I run an aging report twice a month and need to have rolling comments to record the collections attempts (Notes). I need to show the previous month's balance and the current. In cases where the full debt has been collected, or new customers there can be a change in the total number of people on the report. I greatly appreciate your help and advice.
Thank you very much for getting back to me. I run an aging report twice a month and need to have rolling comments to record the collections attempts (Notes). I need to show the previous month's balance and the current. In cases where the full debt has been collected, or new customers there can be a change in the total number of people on the report. I greatly appreciate your help and advice.
You didn't explicitly and specifically respond to any of the suggestions I made, other than to thank me..... Leaving me to wonder whether you are open to changing the way you do it? If so, you'd have to share some more information on how you proceed to collect the data. If not, that's fine. I have other things to do with my time. But if I were in your place, I'd want to have a system that made full use of Excel's abilities.
