Hello
I'm a total novice excel user but have a need at work that I'm hoping we can use excel to solve.
We need to create one place where 3 separate people can log applications taken from our customers - excel workbook.
To that end, they all need a unique identifier that we don't want them to generate or edit. We are hoping we can use excel to auto generate it based on information they put into the spreadsheet. This unique ID will be used to later import into another system.
We are attempting to eliminate duplicates into the future (over at least 2 calendar years).
I'm putting in a sample of what the spreadsheet can look like (there would be more columns with additional data but none would needed for this exercise).
Any help, ideas, suggestions, solutions you all could propose would be much appreciated. I'm in a bit over my head but am hoping excel can do something like this.
Thanks in advance,
Kathie
[TABLE="width: 434"]
<colgroup><col width="142" style="width: 107pt; mso-width-source: userset; mso-width-alt: 5193;"> <col width="89" style="width: 67pt; mso-width-source: userset; mso-width-alt: 3254;"> <col width="107" style="width: 80pt; mso-width-source: userset; mso-width-alt: 3913;"> <col width="240" style="width: 180pt; mso-width-source: userset; mso-width-alt: 8777;"> <tbody>[TR]
[TD="class: xl66, width: 142, bgcolor: yellow"]Unique ID[/TD]
[TD="class: xl65, width: 89, bgcolor: transparent"]Date[/TD]
[TD="class: xl65, width: 107, bgcolor: transparent"]LOB[/TD]
[TD="class: xl65, width: 240, bgcolor: transparent"]Customer Name[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"]LYYYYMMDDxxxxxx[/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/9/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Mortgage[/TD]
[TD="class: xl63, bgcolor: transparent"]Doe, John[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"] [/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/10/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Consumer[/TD]
[TD="class: xl63, bgcolor: transparent"]Smith, Sally[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"] [/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/11/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Commercial[/TD]
[TD="class: xl63, bgcolor: transparent"]ABC Corporation[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]L = LOB [/TD]
[TD="bgcolor: transparent"]1=Mortgage[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"]2=Consumer[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent, colspan: 2"]3=Commercial[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]YYYYMMDD[/TD]
[TD="bgcolor: transparent"]Date[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]xxxxxx[/TD]
[TD="bgcolor: transparent, colspan: 2"]Auto generated Unique ID[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="class: xl68, bgcolor: yellow, colspan: 3"]Auto generate and lock field for changes.[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
</tbody>[/TABLE]
I'm a total novice excel user but have a need at work that I'm hoping we can use excel to solve.
We need to create one place where 3 separate people can log applications taken from our customers - excel workbook.
To that end, they all need a unique identifier that we don't want them to generate or edit. We are hoping we can use excel to auto generate it based on information they put into the spreadsheet. This unique ID will be used to later import into another system.
We are attempting to eliminate duplicates into the future (over at least 2 calendar years).
I'm putting in a sample of what the spreadsheet can look like (there would be more columns with additional data but none would needed for this exercise).
Any help, ideas, suggestions, solutions you all could propose would be much appreciated. I'm in a bit over my head but am hoping excel can do something like this.
Thanks in advance,
Kathie
[TABLE="width: 434"]
<colgroup><col width="142" style="width: 107pt; mso-width-source: userset; mso-width-alt: 5193;"> <col width="89" style="width: 67pt; mso-width-source: userset; mso-width-alt: 3254;"> <col width="107" style="width: 80pt; mso-width-source: userset; mso-width-alt: 3913;"> <col width="240" style="width: 180pt; mso-width-source: userset; mso-width-alt: 8777;"> <tbody>[TR]
[TD="class: xl66, width: 142, bgcolor: yellow"]Unique ID[/TD]
[TD="class: xl65, width: 89, bgcolor: transparent"]Date[/TD]
[TD="class: xl65, width: 107, bgcolor: transparent"]LOB[/TD]
[TD="class: xl65, width: 240, bgcolor: transparent"]Customer Name[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"]LYYYYMMDDxxxxxx[/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/9/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Mortgage[/TD]
[TD="class: xl63, bgcolor: transparent"]Doe, John[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"] [/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/10/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Consumer[/TD]
[TD="class: xl63, bgcolor: transparent"]Smith, Sally[/TD]
[/TR]
[TR]
[TD="class: xl67, bgcolor: yellow"] [/TD]
[TD="class: xl64, bgcolor: transparent, align: right"]3/11/2018[/TD]
[TD="class: xl63, bgcolor: transparent"]Commercial[/TD]
[TD="class: xl63, bgcolor: transparent"]ABC Corporation[/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]L = LOB [/TD]
[TD="bgcolor: transparent"]1=Mortgage[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"]2=Consumer[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent, colspan: 2"]3=Commercial[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]YYYYMMDD[/TD]
[TD="bgcolor: transparent"]Date[/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"]xxxxxx[/TD]
[TD="bgcolor: transparent, colspan: 2"]Auto generated Unique ID[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
[TR]
[TD="class: xl68, bgcolor: yellow, colspan: 3"]Auto generate and lock field for changes.[/TD]
[TD="bgcolor: transparent"][/TD]
[/TR]
</tbody>[/TABLE]