Hi there,
I have a bit of a tricky thing I'm trying to accomplish (to me, anyways); maybe the Excel wizards have an idea that would work for me?
I have a software that exports reports for registrations of a program; the software creates one report that has the attendees listed (they are listed multiple times if they register for multiple weeks at the program) and another report with their contact and emergency contact information (but not who the info is for—idk why it's like this lol). I'm trying to create one master list with all the attendees and their contact and any emergency contact info for them, one that actually tells me who these contacts are for. This is proving a challenge for me.
So the registrations and contacts reports have a "Registration ID" in common. But the registrations report can have multiple registrations under the same ID if the person signs up for multiple weeks, and the contacts report can have multiple results for the same Registration ID if multiple contacts were inputted; each contact has a different "Contact ID" if that helps anything. I tried using a FILTER or INDEX MATCH but they didn't seem to pull any data, not sure if that's because there are multiple contacts.
Ideally, if I were to create a master sheet, I'd like just one instance of each registration and for each registration line, I would like the data for any contacts to the right, on the same line (so multiple cells from multiple rows). Then I could do a MailMerge Directory to make it easier to look at lol
Does anyone have any idea if or how this is possible? Let me know if you need clarification.
This is the registrations export:
This is the contacts export:
I have a bit of a tricky thing I'm trying to accomplish (to me, anyways); maybe the Excel wizards have an idea that would work for me?
I have a software that exports reports for registrations of a program; the software creates one report that has the attendees listed (they are listed multiple times if they register for multiple weeks at the program) and another report with their contact and emergency contact information (but not who the info is for—idk why it's like this lol). I'm trying to create one master list with all the attendees and their contact and any emergency contact info for them, one that actually tells me who these contacts are for. This is proving a challenge for me.
So the registrations and contacts reports have a "Registration ID" in common. But the registrations report can have multiple registrations under the same ID if the person signs up for multiple weeks, and the contacts report can have multiple results for the same Registration ID if multiple contacts were inputted; each contact has a different "Contact ID" if that helps anything. I tried using a FILTER or INDEX MATCH but they didn't seem to pull any data, not sure if that's because there are multiple contacts.
Ideally, if I were to create a master sheet, I'd like just one instance of each registration and for each registration line, I would like the data for any contacts to the right, on the same line (so multiple cells from multiple rows). Then I could do a MailMerge Directory to make it easier to look at lol
Does anyone have any idea if or how this is possible? Let me know if you need clarification.
This is the registrations export:
SIRegRequestsExport (1).xlsx | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF | AG | AH | AI | AJ | AK | AL | AM | AN | AO | AP | AQ | AR | AS | AT | AU | AV | AW | AX | AY | AZ | BA | BB | BC | BD | BE | |||
1 | CampaignID | RegistrationID | StudentSISID | StudentCurrentSchool | StudentCurrentSchoolName | StudentLastName | StudentFirstName | StudentPreferredFirstName | StudentDOB | StudentGender | StudentGenderDetails | StudentCurrentGrade | StudentStatusInCanada | StudentOEN | StudentAddressStreetNo | StudentAddressStreet | StudentAddressUnit | StudentCity | StudentPCode | StudentStateProv | StudentCountry | StudentPhone | StudentCell | StudentMedicalInfo | StudentMedicalInfoRemarks | StudentEpiPen | StudentMedicalInfoTwo | StudentMedicalInfoTwoRemarks | StudentEpiPenTwo | StudentMedicalInfoThree | StudentMedicalInfoThreeRemarks | StudentEpiPenThree | StudentMedicalInfoFour | StudentMedicalInfoFourRemarks | StudentEpiPenFour | StudentMedicalInfoFive | StudentMedicalInfoFiveRemarks | StudentEpiPenFive | StudentPhysicianName | StudentPhysicianNumber | StudentSpecialConditionOne | StudentSpecialConditionTwo | StudentSpecialConditionThree | RegistrationExtDaycare | RegistrationPlacementReq1 | RegistrationPlacementReq2 | RegistrationPlacementReq3 | StudentPhysicallyFit | StudentRecorded | StudentCertifies | StudentCertifiesTwo | RegistrationWorkflowStatus | RegistrationCreateDate | RegistrationSubmissionDate | RegistrationLastStatusUpdateDate | RegistrationLastModifiedDate | OfficeNotes | ||
2 | 364812426 | 364931462 | 138 | Scool 1 | Smith | Kylee | 6/10/18 | F | JK | Canadian Citizen | 1234 | 25219 | xx | 123 | Ontario | CA | 1 | Both | 1 | 1 | TRUE | TRUE | Done | ########## | ########## | ########## | ########## | ||||||||||||||||||||||||||||||||
3 | 364812426 | 365189135 | 244 | School 2 | Jones | Kara | 10/16/15 | F | 2 | Canadian Citizen | 1235 | 29 | xx | 456 | Ontario | CA | 1 | AM | 1 | 1 | TRUE | TRUE | Select Program | ########## | ########## | ########## | ########## | ||||||||||||||||||||||||||||||||
4 | 364812426 | 365288428 | -1 | Kind | Aiden | 6/22/12 | M | 5 | Canadian Citizen | 1236 | 6 | xx | 789 | Ontario | CA | 1 | No | 1 | 0 | TRUE | TRUE | Select Program | ########## | ########## | ########## | ########## | |||||||||||||||||||||||||||||||||
5 | 364812426 | 365288446 | 379 | School 3 | Kind | Hudson | 1/8/13 | M | 4 | Canadian Citizen | 1237 | 15 | xx | 12 | Ontario | CA | 1 | No | 1 | 1 | TRUE | TRUE | Select Program | ########## | ########## | ########## | ########## | ||||||||||||||||||||||||||||||||
RegRequestsExport |
This is the contacts export:
SIRegRequestsContactsExport (1).xlsx | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | J | K | L | M | N | |||
1 | CampaignID | RegistrationID | ContactID | ContactType | ContactLastName | ContactFirstName | ContactTelephoneNumber | ContactWorkPhone | ContactWorkPhoneExt | ContactMobilePhone | ContactEmailAddress | ContactRegistrantRelationship | ContactAuthorizePickup | |||
2 | 364812426 | 364931462 | 364932127 | 1 | Smith | Laura | 905-123-4567 | contact1@email.com | Parent | |||||||
3 | 364812426 | 364931462 | 364932289 | 1 | Smith | Eric | 905-123-4568 | contact2@email.com | Parent | |||||||
4 | 364812426 | 365189135 | 365191392 | 1 | Jones | Jerry | 905-123-4569 | contact3@email.com | Parent | |||||||
5 | 364812426 | 365189135 | 365191087 | 1 | Bass | Julia | 905-123-4570 | contact4@email.com | Parent | |||||||
6 | 364812426 | 365288428 | 365288818 | 1 | Kind | Claire | 905-123-4571 | contact5@email.com | Legal Guardian | |||||||
7 | 364812426 | 365288446 | 365288830 | 1 | Kind | Karen S | 905-123-4572 | contact6@email.com | Parent | |||||||
8 | ||||||||||||||||
RegRequestsContacts |