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combining many reports into same excel

$30-250 USD

In Progress
Posted over 11 years ago

$30-250 USD

Paid on delivery
so my task is simple and complicated at the same time. i dont care what software i end up using but i want the report to look the same as if i manually put it in. i create a monthly sales report that also has open orders. and is setup to generate information from the sheet and another tab as well. the project excel sheet is the sheet i manually created. the end game here is that i dont have to manually input each item now i use a system that generates reports so i can then input them into that excel sheet. i can generate the reports into csv, pcr, htm, txt or xls i will attach xls's File attached named open i deleted the names of the second half of the customers just because you should be able to understand from the first half. now where it gets a little complicated. the system generates different names for all different types of reasons billing shipping routing.... my excel sheet has the names of those customers how i want to see it. also my excel sheet only focuses on the core customers and the extra customers get combined into 1 the way i breakdown the data before moving it over to my main excel sheet with all my info is as follows i copy and paste special value in a new tab. i then go ahead and delete all unnecessary columns and leave the customer and total $ i then create headers in the first 2 cells saying customer and dollar i then highlight everything and sort by customer then i go ahead and make every customer that is not part of the main customers and i change the name to z then the customers that have more than 1 cell because they have 2 separate billing names in the system i convert to be the same. then i make a pivot table i change the value field settings to sum and then i input to the main excel accordingly i do very much the same with the invoiced sales. i changed the customer names here to numbers. i attached one of those as well. i want a program that would do it for me and i wont have to copy paste into my main excel
Project ID: 2642017

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Active 12 yrs ago

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Flag of UNITED STATES
new york, United States
5.0
1
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Member since May 15, 2009

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