Looking to Simplify Process in XL

[AbrahamRunning]

I get Lists of Client names daily that I need to sift through to simplify. I spend a good amount of time doing this daily. I would much appreciate some pointers on how to simplify the process. I initially sort by Term to find items that match the criteria 1030-1060, for the purpose of simplification only 1030 is included in the sample sheets. If any of that criteria match I add a '10' next to the product requested. After this I match up the products ordered by the clients and delete the extra rows. Is there anything that would do this automatically?

I will attach files as soon as I figure it out.

 

[taigovinda]

Welcome to the board. Try searching for Excel Jeanie in order to upload some screenshots.

 

[AbrahamRunning]

Here are some sample files.

All help will be appreciated.

Thanks!

First Is how I receive the file

http://youngbloodsfirstclass.com/Youngbloods_First_Class_files/How I Get It.xls

And this is how the file looks after I have formatted.

http://youngbloodsfirstclass.com/Youngbloods_First_Class_files/How I want it.xls