Nov 16 2021 09:43 AM - edited Nov 16 2021 10:17 AM
I am full of questions today, my apologies for that.
We have a report we pull once a month and export to Excel. It includes members names. We add a Comments section, and do research and put comments by each individuals names. The next month, a new report is pulled, with some names being the same and lots of new names. Is there a way I can take the prior months report, and set something up to transfer the comments for only the names of the individuals that are on both months reports?
Nov 16 2021 10:04 AM
Yes.
Although I wonder whether it wouldn't make even more sense to approach this a different way: keep the prior report and just add in the new members. You do need a way to identify those who are no longer members, which we can deal with separately.
But in order for anybody to give you truly specific and helpful advice, it would be helpful if you could give us a sampling of how your data are laid out. No real names please, or any other identifiable data, but if you could post a mock-up of the two files--the one with comments and the "raw" version--a mockup with false names (say the names of Disney characters)....
Nov 16 2021 10:16 AM
Nov 16 2021 10:18 AM
Nov 16 2021 03:30 PM
I'm thinking that Power Query may be what you need, which I don't use (not available on Mac)....so I'm going to refer you to a couple of other experts here, hoping that one of them will be able to give you a solution.
Nov 16 2021 05:17 PM