Hi all - a data entry question but on a scale that needs automation/formula to build:
In the example below, Sheet 2 is my master source of clients and values and Sheet 1 I am building from scratch as a sort of Account Plan/Summary "database" with actions (in the absence of a company CRM system). You can see from Sheet 2 that there is One row entry per Client name (of which there are 600+). In Sheet 1 though, I need to reflect these but need circa 14 row entries per client. Is there an easy way of automating this with a formula? Macros I know NOTHING about!
So I could build it so that the 14 Offices in Column B in sheet 1 are already entered and copied down the relevant number of times (600+) and then need to populate Column A with the relevant Client in blocks of 14. Does that make sense?
Or is there a way to tackle building it with 14 row entries per Client (from Column A in Sheet2) AND a corresponding Office entry next to it (from the column headers in Sheet 2?
Many thanks
RichieA
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In the example below, Sheet 2 is my master source of clients and values and Sheet 1 I am building from scratch as a sort of Account Plan/Summary "database" with actions (in the absence of a company CRM system). You can see from Sheet 2 that there is One row entry per Client name (of which there are 600+). In Sheet 1 though, I need to reflect these but need circa 14 row entries per client. Is there an easy way of automating this with a formula? Macros I know NOTHING about!
So I could build it so that the 14 Offices in Column B in sheet 1 are already entered and copied down the relevant number of times (600+) and then need to populate Column A with the relevant Client in blocks of 14. Does that make sense?
Or is there a way to tackle building it with 14 row entries per Client (from Column A in Sheet2) AND a corresponding Office entry next to it (from the column headers in Sheet 2?
Many thanks
RichieA
Sheet 1 | |||||
Client | Office | Value | Next Action | Latest Event | |
Alpha Inc | Austria | £25 | Arrange meet | Sold 1000 units | |
Alpha Inc | Belgium | £63 | Supply goods | Visit complete | |
Alpha Inc | Canada | £564 | Supply goods | Visit complete | |
Alpha Inc | Denmark | £34 | Shut down | Shut down | |
Alpha Inc | Egypt | £67 | |||
Bravo Inc | Austria | £42 | |||
Bravo Inc | Belgium | £40 | |||
Bravo Inc | Canada | £32 | Rugby | Lunch | |
Bravo Inc | Denmark | £56 | |||
Bravo Inc | Egypt | £40 | |||
Sheet 2 | |||||
A1 | B1 | B2 | B3 | B4 | B5 |
Austria | Belgium | Canada | Denmark | Egypt | |
Alpha Inc | 25 | 63 | 564 | 34 | 67 |
Bravo Inc | 42 | 40 | 32 | 56 | 40 |
Charlie Inc | 23 | 29 | 45 | 61 | 21 |
Delta Inc | 33 | 568 | 98 | 52 | 231 |
Echo Inc | 97 | 238 | 56 | 21 | 47 |
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