I don't know how to best deal with getting my example onto this post, so forgive the copy pasta. Below is an example of how my company's system exports reports in Excel (there is no CSV, or un-formatted option for export).
So, the employee's name is sort of randomly inserted at the top of the data related to that employee. Then there are all the blank columns, headers are not properly aligned to the columns they represent. and it's just a mess. I have tried recording a macro of the cleanup, but since the data changes (the report has more records each time) that doesn't work. So, I'm going to have to do something else (VBA, Power Query...whatever), and no matter what I use, I'm going to have to learn it. What solution would be best for me to invest the time in learning, since I'm going to have to learn something?
So, the employee's name is sort of randomly inserted at the top of the data related to that employee. Then there are all the blank columns, headers are not properly aligned to the columns they represent. and it's just a mess. I have tried recording a macro of the cleanup, but since the data changes (the report has more records each time) that doesn't work. So, I'm going to have to do something else (VBA, Power Query...whatever), and no matter what I use, I'm going to have to learn it. What solution would be best for me to invest the time in learning, since I'm going to have to learn something?
Closed Claims By Adjuster | ||||||||||||||||||||||
REPORT CRITERIA: Closed Date: 01/01/2019 - 04/17/2019 | ||||||||||||||||||||||
Claim # | GBL / Reg No. | Company | ST | Claimant Name | Claimant E-mail | Amount | Amount | Var % | Charge | Claim Date | Closed Date | Date Settled | Days | Claim Type | Claim Status | |||||||
Claimed | Paid | Back | ||||||||||||||||||||
John Johnson | ||||||||||||||||||||||
696457 | BGAC0414608 | AMWD | 060 | John Smith | Example@example.com | $1,800.00 | $562.48 | 0.31 | $87.50 | 01/26/2018 | 03/07/2019 | 03/07/2019 | 405 | Cargo | Completed | |||||||
703015 | AGFM0368441 | FOFD | 209 | John Smith | Example@example.com | $1,500.00 | $0.00 | 0.00 | $0.00 | 06/26/2018 | 03/04/2019 | 03/04/2019 | 251 | Cargo | Completed | |||||||
703080 | CNNQ0494844 | DMS | 094 | John Smith | Example@example.com | $5,527.99 | $2,722.99 | 0.49 | $500.00 | 07/02/2018 | 01/31/2019 | 01/31/2019 | 213 | Cargo | Completed | |||||||
680639 | KKFA0555596 | DMS | 067 | John Smith | Example@example.com | $39,843.00 | $0.00 | 0.00 | $0.00 | 07/13/2018 | 04/10/2019 | 04/10/2019 | 271 | Loss/Damage | File 13 | |||||||
680639 | KKFA0555596 | DMS | 067 | John Smith | Example@example.com | $39,907.00 | $245.00 | 0.01 | $0.00 | 07/25/2018 | 04/10/2019 | 04/10/2019 | 259 | Loss/Damage | File 13 | |||||||
705056 | WKAS0160382 | CRWV31 | 004 | John Smith | Example@example.com | $4,547.00 | $1,516.79 | 0.33 | $500.00 | 08/13/2018 | 01/07/2019 | 01/07/2019 | 147 | Cargo | Completed | |||||||
706016 | BGAC0431018 | DMS | 087 | John Smith | Example@example.com | $5,440.00 | $2,561.60 | 0.47 | $500.00 | 08/14/2018 | 01/10/2019 | 01/10/2019 | 149 | Cargo | Completed | |||||||
706664 | BKAS0097794 | DMS | 074 | John Smith | Example@example.com | $4,395.96 | $1,703.99 | 0.39 | $497.50 | 08/21/2018 | 01/28/2019 | 01/28/2019 | 160 | Cargo | Completed | |||||||
707106 | LKNQ0329379 | DMS | 095 | John Smith | Example@example.com | $3,569.00 | $784.50 | 0.22 | $147.50 | 08/23/2018 | 02/04/2019 | 02/04/2019 | 165 | Cargo | Completed | |||||||
711009 | HBAT0075292 | CRWV31 | 030 | John Smith | Example@example.com | $4,900.00 | $2,438.54 | 0.50 | $350.55 | 08/24/2018 | 01/30/2019 | 01/30/2019 | 159 | Cargo | Completed | |||||||
706474 | BGAC0432355 | CRWV31 | 030 | John Smith | Example@example.com | $4,975.32 | $3,941.94 | 0.79 | $987.97 | 08/24/2018 | 02/06/2019 | 02/06/2019 | 166 | Cargo | Completed | |||||||
705458 | CNNQ0513999 | CRWV31 | 004 | John Smith | Example@example.com | $19,410.42 | $8,347.55 | 0.43 | $6,159.13 | 08/30/2018 | 04/12/2019 | 04/12/2019 | 225 | Cargo | Completed | |||||||
712913 | BGAC0440734 | DMS | 081 | John Smith | Example@example.com | $4,260.00 | $991.18 | 0.23 | $406.25 | 09/11/2018 | 02/01/2019 | 02/01/2019 | 143 | Cargo | Completed | |||||||
707887 | HAFC0473002 | CRWV31 | 030 | John Smith | Example@example.com | $1,990.00 | $1,755.00 | 0.88 | $325.00 | 09/12/2018 | 01/10/2019 | 01/10/2019 | 120 | Cargo | Completed | |||||||
708413 | BGAC0435209 | CRWV31 | 030 | John Smith | Example@example.com | $3,105.00 | $3,105.00 | 1.00 | $3,105.00 | 03/01/2019 | 04/12/2019 | 04/12/2019 | 42 | Demand on Carrier | Completed | |||||||
710279 | BGAC0437638 | CRWV31 | 030 | John Smith | Example@example.com | $1,150.00 | $0.00 | 0.00 | $0.00 | 03/01/2019 | 03/15/2019 | 03/15/2019 | 14 | Cargo | Denied | |||||||
682370 | CNNQ0471978 | FOFD | 201 | John Smith | Example@example.com | $1,876.99 | $1,876.99 | 1.00 | $500.00 | 03/25/2019 | 04/16/2019 | 04/16/2019 | 22 | Demand on Carrier | Completed | |||||||
679700 | BGAC0394813 | CRWV31 | 030 | John Smith | Example@example.com | $142.25 | $142.25 | 1.00 | $0.00 | 03/25/2019 | 04/11/2019 | 04/11/2019 | 17 | Demand on Carrier | Completed | |||||||
710205 | WKFS0078155 | CRWV31 | 004 | John Smith | Example@example.com | $2,548.24 | $2,548.00 | 1.00 | $2,548.00 | 03/25/2019 | 04/16/2019 | 04/16/2019 | 22 | Demand on Carrier | Completed | |||||||
710736 | HBAT0075215 | CRWV31 | 030 | John Smith | Example@example.com | $2,670.00 | $2,670.00 | 1.00 | $500.00 | 03/27/2019 | 04/17/2019 | 04/17/2019 | 21 | Demand on Carrier | Completed | |||||||
Total For Adjuster | ||||||||||||||||||||||
Total Amount Claimed | $487,174.16 | |||||||||||||||||||||
Total Amount Paid | $146,246.91 | |||||||||||||||||||||
Variation Amt Paid VS Amt Claimed | 340,927.25 | |||||||||||||||||||||
Total Amount Charge Back | $52,503.88 | |||||||||||||||||||||
Average Days to Settle | 0 | |||||||||||||||||||||
Total Number of Claims | 101 | |||||||||||||||||||||
Average Paid per Claim | 1,447.99 | |||||||||||||||||||||
Don Smith | ||||||||||||||||||||||
709177 | CNNQ0519154 | DMS | 094 | John Smith | Example@example.com | $31,590.16 | $21,210.68 | 0.67 | $19,294.02 | 08/28/2018 | 01/25/2019 | 01/25/2019 | 150 | Loss/Damage | Completed | |||||||
710043 | BGAC0437415 | DMS | 094 | John Smith | Example@example.com | $47,397.53 | $54,439.17 | 1.15 | $36,844.44 | 08/29/2018 | 01/16/2019 | 01/16/2019 | 140 | Remediation | Completed | |||||||
710588 | HAFC0476057 | FOFD | 201 | John Smith | Example@example.com | $2,499.00 | $1,027.56 | 0.41 | $375.00 | 09/04/2018 | 01/09/2019 | 01/09/2019 | 127 | Cargo | Completed | |||||||
703570 | WKAS0159370 | CRWV31 | 004 | John Smith | Example@example.com | $6,015.00 | $1,989.48 | 0.33 | $500.00 | 09/10/2018 | 01/03/2019 | 01/03/2019 | 115 | Cargo | Completed | |||||||
710509 | HBAT0075150 | CRWV31 | 030 | John Smith | Example@example.com | $2,505.00 | $1,751.95 | 0.70 | $763.50 | 09/12/2018 | 01/10/2019 | 01/10/2019 | 120 | Cargo | Completed | |||||||
705362 | BGAC0429753 | CRWV31 | 004 | John Smith | Example@example.com | $6,884.00 | $3,900.58 | 0.57 | $500.00 | 09/17/2018 | 02/08/2019 | 02/08/2019 | 144 | Cargo | Completed | |||||||
706200 | CLPK0017398 | AMWD | 061 | John Smith | Example@example.com | $1,320.00 | $335.92 | 0.25 | $325.93 | 09/28/2018 | 01/28/2019 | 01/28/2019 | 122 | Cargo | Completed | |||||||
712900 | BGAC0440747 | FOFD | 201 | John Smith | Example@example.com | $5,334.00 | $1,054.83 | 0.20 | $850.23 | 10/08/2018 | 03/04/2019 | 03/04/2019 | 147 | Cargo | Completed | |||||||
709252 | BGAC0435953 | CRWV31 | 030 | John Smith | Example@example.com | $10,967.39 | $6,679.38 | 0.61 | $2,396.93 | 10/15/2018 | 01/22/2019 | 01/22/2019 | 99 | Cargo | Completed | |||||||
709071 | LKNQ0331307 | DMS | 087 | John Smith | Example@example.com | $850.00 | $399.00 | 0.47 | $162.50 | 10/15/2018 | 01/02/2019 | 01/02/2019 | 79 | Cargo | Completed | |||||||
710625 | KKFA0664067 | CRWV31 | 030 | John Smith | Example@example.com | $1,239.83 | $1,389.83 | 1.12 | $0.00 | 10/16/2018 | 03/04/2019 | 03/04/2019 | 139 | Cargo | Completed | |||||||
712366 | AGFM0385865 | AMWD | 061 | John Smith | Example@example.com | $275.00 | $242.98 | 0.88 | $242.98 | 10/22/2018 | 01/17/2019 | 01/17/2019 | 87 | Cargo | Completed | |||||||
708781 | BGAC0435591 | DMS | 074 | John Smith | Example@example.com | $2,490.00 | $1,552.43 | 0.62 | $953.13 | 10/22/2018 | 01/28/2019 | 01/28/2019 | 98 | Cargo | Completed | |||||||
711162 | MLNQ0532319 | CRWV31 | 004 | John Smith | Example@example.com | $2,455.00 | $1,154.57 | 0.47 | $486.28 | 10/22/2018 | 01/16/2019 | 01/16/2019 | 86 | Cargo | Completed | |||||||
695307 | AGFM0340698 | CRWV31 | 004 | John Smith | Example@example.com | $2,150.00 | $0.00 | 0.00 | $0.00 | 02/11/2019 | 02/11/2019 | 02/11/2019 | 0 | Cargo | Denied | |||||||
725510 | BGAC0452576 | CRWV31 | 030 | John Smith | Example@example.com | $1,000.00 | $0.00 | 0.00 | $0.00 | 02/12/2019 | 02/12/2019 | 02/12/2019 | 0 | Remediation | Completed | |||||||
707778 | CNNQ0517260 | DMS | 093 | John Smith | Example@example.com | $2,150.34 | $0.00 | 0.00 | $0.00 | 02/14/2019 | 02/26/2019 | 02/26/2019 | 12 | Cargo | Denied | |||||||
709743 | CNNQ0520109 | DMS | 075 | John Smith | Example@example.com | $3,458.96 | $0.00 | 0.00 | $0.00 | 02/14/2019 | 03/07/2019 | 03/07/2019 | 21 | Loss/Damage | File 13 | |||||||
725237 | WKFS0081938 | CRWV31 | 004 | John Smith | Example@example.com | $699.00 | $699.00 | 1.00 | $0.00 | 02/14/2019 | 02/14/2019 | 02/14/2019 | 0 | Loss/Damage | Completed |