Home |
Search |
Today's Posts |
#1
![]()
Posted to microsoft.public.excel.programming
|
|||
|
|||
![]()
Thanks for the fun stuff. We really enjoy the group and your code
examples. I have an Excel 2003 file with a Master table worksheet with named fields, let's call it "Master". It is the dynamic result of many report files. I receive periodic reports based on an Excel report template I created that has a worksheet with most of the same named fields as the Master, let's call it "Report". The "Master" records have a couple of extra special purpose fields that the "Report" records do not. The "Report" template also has a configuration worksheet with a couple of fields unique to this report. "Partner" which contains the name of the person reporting and "ReportDate" which is the date this "Report" template was sent. The "Partner" and the "ReportDate" values need to be added/edited to NEW records when they are added/edited to the "Master". I need to append/update an Excel "Master" table by evaluating the records in other Excel "Report" files (weekly reports) containing a template worksheet with a similar structure and mostly the same named fields/columns structure. I use two common fields/columns as a unique recordIDs to use as a unique comparison ID between the records in the "Master" and "Report" files. A field in both "Master" and "Report" worksheets named "PipeDate" (short date format) and a field in both "Master" and "Report" worksheets named "Prospect" (text format, which for example contains a company name.) Programmatically concatenating these two fields together should give me enough of a unique recordID for my comparison purposes. When the "Report: template is received it will contain; 1. some new records (records NOT currently in the "Master" table), 2. some unchanged records (records in the "Master" table and the "Report" file that match in all common fields) 3. some old records where one or more fields have been updated in the "Report". I wish to append the NEW records, those where the "PipeDate&Prospect" unique ID in a "Report" record do NOT match any record in the "Master" table. For each NEW record appended to the "Master" I need to add the "Partner" template value from to the "Partner" field in each NEW appended record and add the "ReportDate" value to a field named "LastUpDate" (short date) which is only in the record once it is appended to the "Master" table. (Later I may try and write code that will update this field to NOW in the "Report" template IF the user changes any field at any time. Then I can just capture this date as part of the update evaluation process) I wish to inspect all other "Report" template records and compare field by field to existing records in the "Master". If no difference are observed in ANY common fields then no change to the "LastUpDate" date value in the "Master". If inspection of the template record reveals ANY different data value in any common field for a record already in the "Master" table then I want to update the "Master" table with the latest/best data from the report record and change the value in the "Master" table field "LastUpDate" to the "ReportDate" in the "Report" template to track when this record was last updated. Don't know if others have similar needs but I have needed this skill for a couple of different projects. Easier to do using Access but my client wishes to keep this all in Excel. Appreciate any help, suggestions, guidance, cosmic thoughts, etc..... Dennis |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
![]() |
||||
Thread | Forum | |||
One partial table, one master table - update the partial | Excel Discussion (Misc queries) | |||
filtering common fields | Excel Discussion (Misc queries) | |||
[pivottables] multiple table selection fields update in one click... | Excel Discussion (Misc queries) | |||
Pivot Table - Compare 2 fields? | Excel Discussion (Misc queries) | |||
Compare master list and update | Excel Programming |