How to keep a customer list current all the time

%3CLINGO-SUB%20id%3D%22lingo-sub-1278168%22%20slang%3D%22en-US%22%3EHow%20to%20keep%20a%20customer%20list%20current%20all%20the%20time%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1278168%22%20slang%3D%22en-US%22%3E%3CP%3EHello%20wonderful%20people%20%2C%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3ESo.%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CUL%3E%3CLI%3EEach%20month%20I%20receive%20a%20file%20of%20sales%20by%20customer%20%2C%20simple%20file%20with%20customer%20name%20in%20column%20a%20and%20sales%20in%20B%26nbsp%3B%3C%2FLI%3E%3CLI%3EI%20would%20like%20to%20build%20a%20master%20file%20looking%20at%20rolling%2012%20month%20sales%20by%20customer.%20I%20have%20a%20file%20for%20all%20of%202019%20by%20customer%20by%20month%20so%20that%20I%20can%20start%20this%20from%20Jan%202020%3C%2FLI%3E%3CLI%3EMy%20challenge%20is%20%2C%20as%20the%20months%20go%20by%20NEW%20customer%20will%20start%20to%20be%20sold%20to%20.%20How%20can%20I%20make%20sure%20that%20my%20master%20list%20constantly%20updates%20itself%20with%20any%20new%20arrivals%26nbsp%3B%3C%2FLI%3E%3CLI%3ETo%20be%20clear%20customer%20EZPEAZ%20starts%20to%20sell%20in%20April%20.%20Who%20I%20get%20the%20sales%20file%20for%20that%20month%20and%20look-up%20into%20the%20master%20file%20it%20won't%20see%20the%20EZPEAZ%20as%20they%20never%20existed%20before%26nbsp%3B%3C%2FLI%3E%3C%2FUL%3E%3CP%3EUndoubtedly%20simple%20%2C%20I%20await%20your%20collective%20brainpower%20%3A%26gt%3B)%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-1278168%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EFormulas%20and%20Functions%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-1278186%22%20slang%3D%22en-US%22%3ERe%3A%20How%20to%20keep%20a%20customer%20list%20current%20all%20the%20time%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-1278186%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F534282%22%20target%3D%22_blank%22%3E%40shotgun-68%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%0A%3CP%3EYou%20may%20update%20information%20using%20Power%20Query%2C%20but%20it%20depends%20on%20how%20are%20sales%20file%20and%20master%20file%20are%20built%3C%2FP%3E%3C%2FLINGO-BODY%3E
Highlighted
Occasional Contributor

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
Highlighted

@shotgun-68 

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