Hi
My data is in a quite simple, tabular format as in the image below.
I can use a pivot table to get a high-level summary.
What I need to do then is to prepare data for a mail merge to each person, which will provide information with more granularity. E.g. will tell Mike he has £250 with Bank A, £100 with Bank B and £150 with Bank C. Optionally also a total of £500. Number of banks will differ, some will have all, some only some etc.
What is the best way to do it?
Many thanks for your help
My data is in a quite simple, tabular format as in the image below.
I can use a pivot table to get a high-level summary.
What I need to do then is to prepare data for a mail merge to each person, which will provide information with more granularity. E.g. will tell Mike he has £250 with Bank A, £100 with Bank B and £150 with Bank C. Optionally also a total of £500. Number of banks will differ, some will have all, some only some etc.
What is the best way to do it?
Many thanks for your help
