sterlingbaldwin
New Member
- Joined
- Jun 2, 2011
- Messages
- 7
I need the following pivot table to list the Client Full Name, Family Name, Invest. Co., and Product name, twice or each time it shows up.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-comfficeffice" /><o></o>
<TABLE style="WIDTH: 12.5in; BORDER-COLLAPSE: collapse; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 0in 0in 0in" class=MsoNormalTable border=0 cellSpacing=0 cellPadding=0 width=1200><TBODY><TR style="HEIGHT: 12.75pt; mso-yfti-irow: 0; mso-yfti-firstrow: yes"><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 167pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=223>Client Full Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 89pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=119>Family Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 80pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=107>Invest. Co.<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 146pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=195>Product Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 95pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=127>Contract/ Acct. #<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 64pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=85>Acct Type<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 82pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=109>Balance Date<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 104pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=139>Initial Invest. Date<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 73pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=97>Total<o></o>
</TD></TR><TR style="HEIGHT: 12.75pt; mso-yfti-irow: 1"><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Bair, Brett E<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Bair1<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; WIDTH: 80pt; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in" width=107>National<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Tennessee<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">123478956987<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">NQ<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD></TR><TR style="HEIGHT: 12.75pt; mso-yfti-irow: 2; mso-yfti-lastrow: yes"><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; WIDTH: 80pt; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in" width=107></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">589634389632<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">IRA<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in"></TD></TR></TBODY></TABLE>
Second line would have Bair, Brett E, Bair1, National, Tennessee but because it is the same name it just only mentions once. <o></o>
<o> </o>
<o> </o>
Here is data in a regular spreadsheet or workbook<o></o>
<TABLE style="WIDTH: 988pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=1318><COLGROUP><COL style="WIDTH: 119pt; mso-width-source: userset; mso-width-alt: 5814" width=159><COL style="WIDTH: 73pt; mso-width-source: userset; mso-width-alt: 3547" width=97><COL style="WIDTH: 69pt; mso-width-source: userset; mso-width-alt: 3364" width=92><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><COL style="WIDTH: 90pt; mso-width-source: userset; mso-width-alt: 4388" width=120><COL style="WIDTH: 53pt; mso-width-source: userset; mso-width-alt: 2596" width=71><COL style="WIDTH: 137pt; mso-width-source: userset; mso-width-alt: 6692" width=183><COL style="WIDTH: 111pt; mso-width-source: userset; mso-width-alt: 5412" span=2 width=148><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 75pt; mso-width-source: userset; mso-width-alt: 3657" width=100><TBODY><TR style="HEIGHT: 51pt" height=68><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: #99ccff; WIDTH: 119pt; HEIGHT: 51pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 height=68 width=159>Client Full Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 73pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=97>Client Name (Last)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 69pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=92>Client Name (First)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 67pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=89>Client Name (MI)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 90pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=120>Family Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 53pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=71>Invest. Co.</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 137pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=183> Product Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=148>Contract/ Acct #</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl73 width=148> Balance </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 83pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70 width=111>Balance Date</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl72 width=100>Years Invested</TD></TR></TBODY></TABLE>
<TABLE style="WIDTH: 988pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=1318><COLGROUP><COL style="WIDTH: 119pt; mso-width-source: userset; mso-width-alt: 5814" width=159><COL style="WIDTH: 73pt; mso-width-source: userset; mso-width-alt: 3547" width=97><COL style="WIDTH: 69pt; mso-width-source: userset; mso-width-alt: 3364" width=92><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><COL style="WIDTH: 90pt; mso-width-source: userset; mso-width-alt: 4388" width=120><COL style="WIDTH: 53pt; mso-width-source: userset; mso-width-alt: 2596" width=71><COL style="WIDTH: 137pt; mso-width-source: userset; mso-width-alt: 6692" width=183><COL style="WIDTH: 111pt; mso-width-source: userset; mso-width-alt: 5412" span=2 width=148><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 75pt; mso-width-source: userset; mso-width-alt: 3657" width=100><TBODY><TR style="HEIGHT: 12.75pt" height=17><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 119pt; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=17 width=159>Bair, Brett E<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 73pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=97>Bair</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 69pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=92>Brett</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 67pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=89>E</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 90pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70 width=120>Bair 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 53pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=71>National </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 137pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=183> Tennesse</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl72 width=148>123478956987<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67 width=148> $ 1 </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 83pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 width=111 align=right></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl71 width=100 align=right>3</TD></TR><TR style="HEIGHT: 12.75pt" height=17><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=17>Bair, Brett E<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>Bair</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>Brett</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>E</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70>Bair 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>National </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68> Tennesse</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>589634389632<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67> $ 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 align=right></TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl71 align=right>3</TD></TR></TBODY></TABLE>
<TABLE style="WIDTH: 12.5in; BORDER-COLLAPSE: collapse; mso-yfti-tbllook: 1184; mso-padding-alt: 0in 0in 0in 0in" class=MsoNormalTable border=0 cellSpacing=0 cellPadding=0 width=1200><TBODY><TR style="HEIGHT: 12.75pt; mso-yfti-irow: 0; mso-yfti-firstrow: yes"><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 167pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=223>Client Full Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 89pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=119>Family Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 80pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=107>Invest. Co.<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 146pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=195>Product Name<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 95pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=127>Contract/ Acct. #<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 64pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=85>Acct Type<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 82pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=109>Balance Date<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 104pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=139>Initial Invest. Date<o></o>
</TD><TD style="BORDER-BOTTOM: #95b3d7 1pt solid; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; WIDTH: 73pt; PADDING-RIGHT: 0in; BACKGROUND: #dbe5f1; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in; mso-border-bottom-alt: solid #95B3D7 .5pt" width=97>Total<o></o>
</TD></TR><TR style="HEIGHT: 12.75pt; mso-yfti-irow: 1"><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Bair, Brett E<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Bair1<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; WIDTH: 80pt; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in" width=107>National<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">Tennessee<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">123478956987<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">NQ<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">
01/28/2010<o></o>
3/15/2004<o></o>
$1<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">IRA<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; PADDING-BOTTOM: 0in; BACKGROUND-COLOR: transparent; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0; PADDING-TOP: 0in">
01/28/2010<o></o>
01/30/2000<o></o>
$1<o></o>
Second line would have Bair, Brett E, Bair1, National, Tennessee but because it is the same name it just only mentions once. <o></o>
<o> </o>
<o> </o>
Here is data in a regular spreadsheet or workbook<o></o>
<TABLE style="WIDTH: 988pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=1318><COLGROUP><COL style="WIDTH: 119pt; mso-width-source: userset; mso-width-alt: 5814" width=159><COL style="WIDTH: 73pt; mso-width-source: userset; mso-width-alt: 3547" width=97><COL style="WIDTH: 69pt; mso-width-source: userset; mso-width-alt: 3364" width=92><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><COL style="WIDTH: 90pt; mso-width-source: userset; mso-width-alt: 4388" width=120><COL style="WIDTH: 53pt; mso-width-source: userset; mso-width-alt: 2596" width=71><COL style="WIDTH: 137pt; mso-width-source: userset; mso-width-alt: 6692" width=183><COL style="WIDTH: 111pt; mso-width-source: userset; mso-width-alt: 5412" span=2 width=148><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 75pt; mso-width-source: userset; mso-width-alt: 3657" width=100><TBODY><TR style="HEIGHT: 51pt" height=68><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: #99ccff; WIDTH: 119pt; HEIGHT: 51pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 height=68 width=159>Client Full Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 73pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=97>Client Name (Last)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 69pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=92>Client Name (First)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 67pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=89>Client Name (MI)</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 90pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=120>Family Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 53pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=71>Invest. Co.</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 137pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=183> Product Name</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=148>Contract/ Acct #</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl73 width=148> Balance </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 83pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70 width=111>Balance Date</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl72 width=100>Years Invested</TD></TR></TBODY></TABLE>
<TABLE style="WIDTH: 988pt; BORDER-COLLAPSE: collapse" border=0 cellSpacing=0 cellPadding=0 width=1318><COLGROUP><COL style="WIDTH: 119pt; mso-width-source: userset; mso-width-alt: 5814" width=159><COL style="WIDTH: 73pt; mso-width-source: userset; mso-width-alt: 3547" width=97><COL style="WIDTH: 69pt; mso-width-source: userset; mso-width-alt: 3364" width=92><COL style="WIDTH: 67pt; mso-width-source: userset; mso-width-alt: 3254" width=89><COL style="WIDTH: 90pt; mso-width-source: userset; mso-width-alt: 4388" width=120><COL style="WIDTH: 53pt; mso-width-source: userset; mso-width-alt: 2596" width=71><COL style="WIDTH: 137pt; mso-width-source: userset; mso-width-alt: 6692" width=183><COL style="WIDTH: 111pt; mso-width-source: userset; mso-width-alt: 5412" span=2 width=148><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 75pt; mso-width-source: userset; mso-width-alt: 3657" width=100><TBODY><TR style="HEIGHT: 12.75pt" height=17><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 119pt; HEIGHT: 12.75pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" height=17 width=159>Bair, Brett E<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 73pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=97>Bair</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 69pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=92>Brett</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 67pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=89>E</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 90pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70 width=120>Bair 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 53pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=71>National </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 137pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68 width=183> Tennesse</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl72 width=148>123478956987<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 111pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67 width=148> $ 1 </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; WIDTH: 83pt; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 width=111 align=right>
01/28/2010<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>Bair</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>Brett</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>E</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl70>Bair 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>National </TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68> Tennesse</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl68>589634389632<o></o>
</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl67> $ 1</TD><TD style="BORDER-BOTTOM: #f0f0f0; BORDER-LEFT: #f0f0f0; BACKGROUND-COLOR: transparent; BORDER-TOP: #f0f0f0; BORDER-RIGHT: #f0f0f0" class=xl69 align=right>
01/28/2010<o></o>