Add fresh daily data to an existing manual report

[Seeka99]

Hi

I have an Excel report that comes out daily and is saved in a folder. For example on day one it might look like this;

Sales Person	Invoice Number	Invoice Status
Jack	1a1a	Due
Sarah	2b2b	Paid
Sarah	3c3c	Paid
Paul	4d4d	Due
Sarah	5h5h	Pending
Paul	6t6t	Due
Paul	7y7y	Paid
Jack	8a8a	Paid

I'd like each Sales Person to keep an individual sheet for their invoices only that contains columns 1-3 from the report but with manually inputted comments added in a new column 4. eg for Sarah;

Sales Person	Invoice Number	Invoice Status	Comments
Sarah	2b2b	Paid	Call to check amount
Sarah	3c3c	Paiid	Say thank you
Sarah	5h5h	Pending	Chase on Monday

Each day a new report comes out and is saved which has new invoices added and the invoice status is updated , for example in day 2;

Sales Person	Invoice Number	Invoice Status
Jack	1a1a	Paid
Sarah	2b2b	Paid
Sarah	3c3c	Paid
Paul	4d4d	Paid
Sarah	5h5h	Paid
Paul	6t6t	Due
Paul	7y7y	Paid
Jack	8a8a	Paid
Jack	4r9i	Due
Sarah	2w2w	Due
Paul	1l9p	Due
Sarah	3b3b	Due

My question is this, is there a simple way for Sarah to refresh her report to bring in the new lines and updated invoice statuses whilst retaining her previous comments in column 4. Something like this;

Sales Person	Invoice Number	Invoice Status	Comments
Sarah	2b2b	Paid	Call to check amount
Sarah	3c3c	Paid	Say thank you
Sarah	5h5h	Paid	Chase on Monday
Sarah	2w2w	Pending
Sarah	3b3b	Due

I'd like to try and automate this process without the need for copy and paste every day. Ideally so that the Sales Person just has to "refresh" their sheet. VBA is not permitted at work and I don't have Kutools.

Any advice would be much appreciated.

Many thanks

 

[eiloken]

I create this file: PersonalInvoice