Hi
I have 2 tables as shown below. I want to look up the "Field" column in Table 2 and and update the record in Table 1 for the column mentioned in "Field column of Table 2 based on most current "System Notes Date".
For Example: In Table 1, for document number OPP1003, "Exp.Close Date" should be updated to reflect 10/1/2019. Please see the table "Result" which shows the final output.
TABLE 1:
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TABLE 2:
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RESULT:
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I have thousands of records of similar data and looking for formula or code to automate the process.
Any help is greatly appreciated. Thank you!
I have 2 tables as shown below. I want to look up the "Field" column in Table 2 and and update the record in Table 1 for the column mentioned in "Field column of Table 2 based on most current "System Notes Date".
For Example: In Table 1, for document number OPP1003, "Exp.Close Date" should be updated to reflect 10/1/2019. Please see the table "Result" which shows the final output.
TABLE 1:
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</tbody>
TABLE 2:
Document Number | Date Created | System Notes Date | Projected Total | Field | Old Value | New Value |
OPP1003 | 9/11/2018 10:35 | 7/24/2019 12:03 | 14500 | Exp. Close Date | 7/26/2019 | 8/30/2019 |
OPP1003 | 9/11/2018 10:35 | 7/24/2019 12:03 | 14500 | Project Start Date | 9/6/2019 | 9/20/2019 |
OPP1003 | 9/11/2018 10:35 | 7/30/2019 15:43 | 14500 | Exp. Close Date | 8/30/2019 | 10/1/2019 |
OPP1003 | 9/11/2018 10:35 | 7/30/2019 15:43 | 14500 | Project Start Date | 9/20/2019 | 10/31/2019 |
OPP1041 | 9/11/2018 19:53 | 7/18/2019 9:04 | 8700 | Exp. Close Date | 7/24/2019 | 8/6/2019 |
OPP1041 | 9/11/2018 19:53 | 7/18/2019 9:04 | 8700 | Project End Date | 7/24/2019 | 8/6/2019 |
OPP1041 | 9/11/2018 19:53 | 7/18/2019 9:04 | 8700 | Project Start Date | 7/24/2019 | 8/6/2019 |
OPP1041 | 9/11/2018 19:53 | 7/18/2019 9:05 | 8700 | Probability | 20 | 50 |
OPP1041 | 9/11/2018 19:53 | 7/18/2019 9:05 | 8700 | Projected Total | 8700.00 | 5220.00 |
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</tbody>
RESULT:
Document Number | Department | Booking Date | Sales Rep | Exp. Close Date | Opportunity Status | Projected Total | Probability | Weighted Total | Project Start Date | Project End Date |
OPX1003 | NE | 1/23/2019 | MD | 10/1/2019 | SP | 14,500.00 | 0.4 | 5,800.00 | 10/31/2019 | 12/31/2019 |
OPX1041 | SMB | 5/20/2019 | Marci Cap | 8/6/2019 | DNO | 5220 | 0.5 | 2610 | 8/6/2019 | 8/6/2019 |
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</tbody>
I have thousands of records of similar data and looking for formula or code to automate the process.
Any help is greatly appreciated. Thank you!