Hello, I have a table I use for sales forecasting, teams fill in the out months and I would like a process to create a table that can be imported into the General Ledger.
Above is the import file, the teams would fill this in. EAch month there could be unique Billing Codes, and the billing codes could be duplicated because they have a different ledger code as to whether they're fixed or a commission. The months are shown as the first date of the month.
Above is the file I'm attempting to load this into. I feel like there is a pivot table method I'm missing, Where i need to pull forward these features, like billing code for the new month. Any help appreciated.
Above is the import file, the teams would fill this in. EAch month there could be unique Billing Codes, and the billing codes could be duplicated because they have a different ledger code as to whether they're fixed or a commission. The months are shown as the first date of the month.
Above is the file I'm attempting to load this into. I feel like there is a pivot table method I'm missing, Where i need to pull forward these features, like billing code for the new month. Any help appreciated.
