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How to Organize CSV Customer File Automatically??

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    How to Organize CSV Customer File Automatically??

    Hi, I am trying to organize a customer CSV file and filter out the necessary fields (Name, address, product ordered, etc). Can anyone please recommend a good method in doing this? This customer CSV file changes hourly, so we need a solution that can be applied to new files to create these customer summaries. Thank you!

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    Re: How to Organize CSV Customer File Automatically??

    Welcome to the Forum lifeexcel!

    It sounds like you need an Excel file with a macro that periodically opens and updates the .csv file. We would need a more detailed description. The idea thing would be for you to attach a sample .csv file (with private data removed), and another file that shows what result you want, to illustrate what you mean by "filter out the necessary fields."

    The paper clip icon does not work for attachments. To attach a file, under the text box where you type your reply click the Go Advanced button. On the next screen scroll down and click on Manage Attachments, which will show a pop-up window to Select and Upload a file. Then close the window.
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    Re: How to Organize CSV Customer File Automatically??

    Files attached. Thank you!
    Attached Files Attached Files

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    Re: How to Organize CSV Customer File Automatically??

    Bit quick and dirty, but sometimes you don't need the most elegant soloutions, I do this kind of thing a fair bit.

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    Code is designed to be put in the sheet that opens up when you open up the CSV file.

    Running it will create a new Worksheet called Output and put the details in the format you wanted.

    (What I do with things like this is have a text file with the code in so I can just copy and paste it when I need to run it on a downloaded CSV )

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    Re: How to Organize CSV Customer File Automatically??

    It worked! Thank you so much!

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    Re: How to Organize CSV Customer File Automatically??

    PaulSP8,

    Why not save the Macro as a module in your PERSONAL.xlsb instead of a text file. This way you can open the CSV file in excel and run the Macro automatically without copying and creating a new Macro everytime. Could save you a whooping 5 seconds LOL

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    Valued Forum Contributor PaulSP8's Avatar
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    Re: How to Organize CSV Customer File Automatically??

    Quote Originally Posted by lifeexcel View Post
    It worked! Thank you so much!
    You're welcome - Glad I could help

    Quote Originally Posted by dosydos View Post
    Why not save the Macro as a module in your PERSONAL.xlsb instead of a text file. This way you can open the CSV file in excel and run the Macro automatically without copying and creating a new Macro everytime. Could save you a whooping 5 seconds LOL
    5 seconds you say? Woah! - But, alas it isn't just me that uses them - It's just easier to explain / document to others if I just have the text files available for people to use to copy and paste from. Plus if I ever need to change them it's easier and it makes sure everyone is using the right version.

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