Delete customers based on account type

Xeric

New Member
Joined
Dec 20, 2013
Messages
5
Hey guys. I'm not real sure how to best go about this, so I'm hoping someone can lend me a hand.

I have a huge list of customers in an excel file that was just handed to me. It basically has customer info such as name, address, phone, SSN, account type. I need to delete every record of a customer with account type "Checking." This would be easy enough, but my problem is that when I find a user with a checking account, I also need to delete all other records of this customer from the spreadsheet. The customer may have several different listings with different account types.

For example:

John Smith | 123 5th Street | 123-123-1234 | Checking
John Smith | 123 5th Street | 123-123-1234 | Savings
John Smith | 123 5th Street | 123-123-1234 | Time Deposit

Because John Smith has one record with a Checking account, I need to remove that and then I also need to remove the other records of the same person but different account type. Many thanks in advance to anyone that volunteers to help me with this.
 

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shyy

Well-known Member
Joined
Nov 6, 2008
Messages
1,484
Welcome to the Board!

Would you be okay using helper columns and manually clicking the delete button everytime you find a match?
 

Xeric

New Member
Joined
Dec 20, 2013
Messages
5
Hey shyy, thanks for the welcome and thanks even more for offering to assist me with this issue.

Thankfully, I think I found an easy solution. I just imported the spreadsheet into Access, then ran a query to create a table of all the customers with a checking account. I then ran a delete query to remove records from the main table where the SSN was the same as one of the SSNs in the temporary table.

Again, thanks so much for offering to help. Is there a way I can mark this solved to avoid wasting anyone's time?
 

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