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#1
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Help in Sorting Data Please!
Hi! I have a spreadsheet with various columns of data is in it.
(attached). I want to be able to sort through this data and show only the client codes that have both HOME and AUTO type policies under the same client code. How do I do this? Any help is greatly appreciated! Thank you in advance -- Dawn Boot-Bunston, CAIB IS Support Renfrew Thompson Insurance Ltd. V. 7.1.1; 91 users; Office 2000; Win2K Pro |
#2
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Hi
please don't attach files to this NG. Please post your example data as plain text. Most people won't open file attachments -- Regards Frank Kabel Frankfurt, Germany "Dawn Boot-Bunston" schrieb im Newsbeitrag ... Hi! I have a spreadsheet with various columns of data is in it. (attached). I want to be able to sort through this data and show only the client codes that have both HOME and AUTO type policies under the same client code. How do I do this? Any help is greatly appreciated! Thank you in advance -- Dawn Boot-Bunston, CAIB IS Support Renfrew Thompson Insurance Ltd. V. 7.1.1; 91 users; Office 2000; Win2K Pro |
#3
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You could create another column that shows the number of policies your client
has (in your case either "1" or "2"). Highlight the rows of information (assuming that your info is arranged in rows such as |Jones, Bob |Address|Phone|Home policy #|Auto policy#|Number of Policies| Click on data, then sort, then click on the drop down menu stating "Number of Policies". At the bottom of that window is a box labeled "my list has a header row". Click on that, then click OK. Good luck!! "Dawn Boot-Bunston" wrote: Hi! I have a spreadsheet with various columns of data is in it. (attached). I want to be able to sort through this data and show only the client codes that have both HOME and AUTO type policies under the same client code. How do I do this? Any help is greatly appreciated! Thank you in advance -- Dawn Boot-Bunston, CAIB IS Support Renfrew Thompson Insurance Ltd. V. 7.1.1; 91 users; Office 2000; Win2K Pro |
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