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