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#1
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I have a list of customers on Excel. I want to update this file with any new
customers we add in our accounting system. I can export the data into Excel but then I need a macro/formula to only pick any new items to update my list of customers. Thanks in advance |
#2
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Much more info needed
-- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... I have a list of customers on Excel. I want to update this file with any new customers we add in our accounting system. I can export the data into Excel but then I need a macro/formula to only pick any new items to update my list of customers. Thanks in advance |
#3
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E.g.: Summary tab is showing:
Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI And then few new customers are added on the system which I can export to a separate tab (Detailed tab). Now I want the above summary tab to pick any new items been included in my revised/updated detailed tab. If there are no new customer, the summary tab should remain unchanged and add if there are any new customers, as soon as I update the detailed tab - the summary tab should automatically be updated with any new customers (but should not delete any old customer which are in my summary tab and not included in detailed tab anymore). E.g.: The revised detailed tab: Customers No Customer Name: BB2222 DEF CC3333 GHI DD4444 JKL ie AA1111 has been disappeared in my detailed tab (which I still want to appear on my summary tab). DD4444 has been added as new customer (which I also want to include in my summary tab). Ie: My summary tab should look like: Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI DD4444 JKL Thanks "Don Guillett" wrote: Much more info needed -- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... I have a list of customers on Excel. I want to update this file with any new customers we add in our accounting system. I can export the data into Excel but then I need a macro/formula to only pick any new items to update my list of customers. Thanks in advance |
#5
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Just sent you an email with Excel file. Thanks in advance.
"Don Guillett" wrote: Best done with a macro to see if the new one match the old and add if not. If desired, send your file to my address below along with this msg and a clear explanation of what you want and before/after examples. -- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... E.g.: Summary tab is showing: Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI And then few new customers are added on the system which I can export to a separate tab (Detailed tab). Now I want the above summary tab to pick any new items been included in my revised/updated detailed tab. If there are no new customer, the summary tab should remain unchanged and add if there are any new customers, as soon as I update the detailed tab - the summary tab should automatically be updated with any new customers (but should not delete any old customer which are in my summary tab and not included in detailed tab anymore). E.g.: The revised detailed tab: Customers No Customer Name: BB2222 DEF CC3333 GHI DD4444 JKL ie AA1111 has been disappeared in my detailed tab (which I still want to appear on my summary tab). DD4444 has been added as new customer (which I also want to include in my summary tab). Ie: My summary tab should look like: Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI DD4444 JKL Thanks "Don Guillett" wrote: Much more info needed -- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... I have a list of customers on Excel. I want to update this file with any new customers we add in our accounting system. I can export the data into Excel but then I need a macro/formula to only pick any new items to update my list of customers. Thanks in advance |
#6
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Sent file back to OP
-- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... Just sent you an email with Excel file. Thanks in advance. "Don Guillett" wrote: Best done with a macro to see if the new one match the old and add if not. If desired, send your file to my address below along with this msg and a clear explanation of what you want and before/after examples. -- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... E.g.: Summary tab is showing: Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI And then few new customers are added on the system which I can export to a separate tab (Detailed tab). Now I want the above summary tab to pick any new items been included in my revised/updated detailed tab. If there are no new customer, the summary tab should remain unchanged and add if there are any new customers, as soon as I update the detailed tab - the summary tab should automatically be updated with any new customers (but should not delete any old customer which are in my summary tab and not included in detailed tab anymore). E.g.: The revised detailed tab: Customers No Customer Name: BB2222 DEF CC3333 GHI DD4444 JKL ie AA1111 has been disappeared in my detailed tab (which I still want to appear on my summary tab). DD4444 has been added as new customer (which I also want to include in my summary tab). Ie: My summary tab should look like: Customers No Customer Name: AA1111 ABC BB2222 DEF CC3333 GHI DD4444 JKL Thanks "Don Guillett" wrote: Much more info needed -- Don Guillett Microsoft MVP Excel SalesAid Software "Salman" wrote in message ... I have a list of customers on Excel. I want to update this file with any new customers we add in our accounting system. I can export the data into Excel but then I need a macro/formula to only pick any new items to update my list of customers. Thanks in advance |
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