Hi all,
So this is a report I'm exporting regularly, and what I do is create an extra column that states the "Partner Name".
(The software doesn't provide the option to just add a column of your choice)
I do this manually by creating a couple of helper columns and some IF formulas.
Also all headers must be moved one cell to the right cause they are wrong.
I'd love to have a macro to do this for me. I tried recording one but it doesn't work.
This is a trimmed down example. before and after.
AFTER
(So basically if I need to do a lookup from another excel, to find that contract number 1037397 belongs to PartnerNameA, now I can)
Colors are only added to help get across what I'm asking.
Thanks in advance!
So this is a report I'm exporting regularly, and what I do is create an extra column that states the "Partner Name".
(The software doesn't provide the option to just add a column of your choice)
I do this manually by creating a couple of helper columns and some IF formulas.
Also all headers must be moved one cell to the right cause they are wrong.
I'd love to have a macro to do this for me. I tried recording one but it doesn't work.
This is a trimmed down example. before and after.
Contract | Receipt | AE | Type | Characteristic | IssueDate | StartingDate | EndingDate | Client | Description | Money2 | Money1 | Money3 | Money4 | Money5 | |
305191 | 1037397 | 1224 | 13 | N | xyz | 25/04/2023 | 02/05/2023 | 02/11/2023 | ClientNameA | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 62 | PartnerNameA | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
301000 | 1037352 | 1371 | 13 | N | xyz | 01/05/2023 | [] 02/05/2023 | [] 02/11/2023 | ClientNameB | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
305157 | 1030438 | 1265 | 13 | N | xyz | [] 27/04/2023 | [] 02/05/2023 | [] 02/11/2023 | ClientNameC | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 63 | PartnerNameB | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
307462 | 1042116 | 13 | P | xyz | 28/04/2023 | [] 02/05/2023 | [] 02/08/2023 | ClientNameD | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||
Company Total | SomeCompanyName | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 152 | PartnerNameC | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
306611 | 2092174 | 9458 | 13 | N | xyz | [] 01/05/2023 | 02/05/2023 | [] 02/06/2023 | ClientNameE | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
306612 | 2092177 | 9459 | 13 | N | xyz | [] 01/05/2023 | [] 02/05/2023 | [] 02/08/2023 | ClientNameF | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | ZS | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 293 | PartnerNameD | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
Total | 14 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||||
XYZ Software | |||||||||||||||
AFTER
(So basically if I need to do a lookup from another excel, to find that contract number 1037397 belongs to PartnerNameA, now I can)
Contract | Receipt | AE | Type | Characteristic | IssueDate | StartingDate | EndingDate | Client | Description | Money2 | Money1 | Money3 | Money4 | Money5 | ||
305191 | 1037397 | PartnerNameA | 1224 | 13 | N | xyz | 25/04/2023 | 02/05/2023 | 02/11/2023 | ClientNameA | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | PartnerNameA | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | PartnerNameA | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 62 | PartnerNameA | PartnerNameA | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
301000 | 1037352 | PartnerNameB | 1371 | 13 | N | xyz | 01/05/2023 | [] 02/05/2023 | [] 02/11/2023 | ClientNameB | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
305157 | 1030438 | PartnerNameB | 1265 | 13 | N | xyz | [] 27/04/2023 | [] 02/05/2023 | [] 02/11/2023 | ClientNameC | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | PartnerNameB | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | PartnerNameB | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 63 | PartnerNameB | PartnerNameB | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
307462 | 1042116 | PartnerNameC | 13 | P | xyz | 28/04/2023 | [] 02/05/2023 | [] 02/08/2023 | ClientNameD | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||
Company Total | SomeCompanyName | PartnerNameC | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | AT | PartnerNameC | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 152 | PartnerNameC | PartnerNameC | 1 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
306611 | 2092174 | PartnerNameD | 9458 | 13 | N | xyz | [] 01/05/2023 | 02/05/2023 | [] 02/06/2023 | ClientNameE | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
306612 | 2092177 | PartnerNameD | 9459 | 13 | N | xyz | [] 01/05/2023 | [] 02/05/2023 | [] 02/08/2023 | ClientNameF | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |
Company Total | SomeCompanyName | PartnerNameD | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Branch Total | ZS | PartnerNameD | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||
Partner Total | 293 | PartnerNameD | PartnerNameD | 2 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | |||||||
Total | 14 | 1,00 € | 1,00 € | 1,00 € | 1,00 € | 1,00 € | ||||||||||
XYZ Software | ||||||||||||||||
Colors are only added to help get across what I'm asking.
Thanks in advance!