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I've got 6 different worksheets that have month end data on it for my accounts, and I want to develop a quarterly statement to send to my customers, but not all customers qualify for the month end incentives i give for each aspect of business. Some months an account number will qualify, another month they may not. Also, their address might have changed over that period of time.
My printing company has requested that I put each account number occurrence in it's own row, without dupes, so that they can take each month's detail and get it on each quarter's statement, and then get the YTD total in a final column to the far right. How the heck do I do that?
The best method I had given them was merging all 6 worksheets into one, sorting by acct and doing subtotals to get the YTD total. Apparently that isn't good enough, he can't get their printing system to take the command (most recent available month's address for each acct), so I'd have to include that somehow as well in the address line. I've attached a sample spreadsheet (column headers and columns match on all 6 spreadsheets) to see if someone can understand my conundrum.
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