I will try to explain as best as I can. Please ask questions if wasn't clear in explaining my dilemma.
I have policy level data in Excel from a system (source system). Each row is a record. Each record has names of individuals that perform different roles, e.g., Account Manager, CSR, Producer etc. These roles are in columns called Role-1, Role-2, Role-3 etc.
I need to transfer this data into another system (destination system). Once again each Excel row is a record. However, the destination system has up to 13 options for these roles. The caveat is that these roles are not defined in a standard way. These roles have to be defined each time by the agency. For example, Agency-1 may use "Service Role-1" spot for "CSR" while another agency uses "Service Role-5" spot for CSR.
What is the best way to transfer the data from source system to destination system in the correct file based on the pre-defined table?
My apology, I am using my office computer and they have restricted downloads from outside the company's domain. Therefore, I am unable to use xl2bb add-in. I can only show you pictures.
Here is what I have in the source System. Each row is a record.
On a separate tab or even on the same tab, I thought I could map the roles from Source System to Destination System. Column V is the Destination system role options. One role from the source system can go into multiple roles in the destination system, e.g., Role-3 is mapped to Service Role-7 & Service Role-9.
The question is how can I tell excel to place the names of each Role from Source to Destination System and get the following results:
Leave the roles columns blank if they are not defined in the above table. For example, Service Role-2 is not defined so it should stay blank in the destination system data file.
Thanks for the help in advance.
I have policy level data in Excel from a system (source system). Each row is a record. Each record has names of individuals that perform different roles, e.g., Account Manager, CSR, Producer etc. These roles are in columns called Role-1, Role-2, Role-3 etc.
I need to transfer this data into another system (destination system). Once again each Excel row is a record. However, the destination system has up to 13 options for these roles. The caveat is that these roles are not defined in a standard way. These roles have to be defined each time by the agency. For example, Agency-1 may use "Service Role-1" spot for "CSR" while another agency uses "Service Role-5" spot for CSR.
What is the best way to transfer the data from source system to destination system in the correct file based on the pre-defined table?
My apology, I am using my office computer and they have restricted downloads from outside the company's domain. Therefore, I am unable to use xl2bb add-in. I can only show you pictures.
Here is what I have in the source System. Each row is a record.
On a separate tab or even on the same tab, I thought I could map the roles from Source System to Destination System. Column V is the Destination system role options. One role from the source system can go into multiple roles in the destination system, e.g., Role-3 is mapped to Service Role-7 & Service Role-9.
The question is how can I tell excel to place the names of each Role from Source to Destination System and get the following results:
Leave the roles columns blank if they are not defined in the above table. For example, Service Role-2 is not defined so it should stay blank in the destination system data file.
Thanks for the help in advance.
