ribberflavenous
New Member
- Joined
- Dec 19, 2013
- Messages
- 2
I have been scratching my head for some time on how to deal with this, I hope someone can help. I am using Excel 2010
I have 2 different systems, Quote and Workorder and I am trying to pull the data together for a combined report that will allow me to see, on a single line, the total data from quotes and work orders, by customer and time period. Data is provided weekly to be appended to the existing history table, so the structure/order of each sheet must be maintained but I can change the heading/label of the column so that they match pertinent data in each sheet (such as Customer, Date, Type, Total $...etc).
I am trying to create a single sheet (without having to cut/paste) that will have all Quotes and all Workorder detail, but only the fields that I need which match. The number of records will continuously change on both sheets. Once I have it in this format, I can use a pivot table to get what I need in the report.
I have 2 different systems, Quote and Workorder and I am trying to pull the data together for a combined report that will allow me to see, on a single line, the total data from quotes and work orders, by customer and time period. Data is provided weekly to be appended to the existing history table, so the structure/order of each sheet must be maintained but I can change the heading/label of the column so that they match pertinent data in each sheet (such as Customer, Date, Type, Total $...etc).
I am trying to create a single sheet (without having to cut/paste) that will have all Quotes and all Workorder detail, but only the fields that I need which match. The number of records will continuously change on both sheets. Once I have it in this format, I can use a pivot table to get what I need in the report.