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CONVER CSV CUSTOMER DATA TO A CUSTOM INDIVI CUSTOMER PRICE SHEET

  1. #1
    brunod
    Guest

    CONVER CSV CUSTOMER DATA TO A CUSTOM INDIVI CUSTOMER PRICE SHEET

    Can i convert a csv database with over 900 customers, to an individual
    template that i have created which i use for customers as their individual
    price sheets

  2. #2
    Dave Peterson
    Guest

    Re: CONVER CSV CUSTOMER DATA TO A CUSTOM INDIVI CUSTOMER PRICE SHEET

    Maybe you can open the .csv file in one worksheet.

    Then split it up based on the customer (if you have a dedicated column for
    customer).

    You may want to look at the way Ron de Bruin and Debra Dalgleish approached it:

    Ron de Bruin's EasyFilter addin:
    http://www.rondebruin.nl/easyfilter.htm

    Code from Debra Dalgleish's site:
    http://www.contextures.com/excelfiles.html

    Create New Sheets from Filtered List -- uses an Advanced Filter to create
    separate sheet of orders for each sales rep visible in a filtered list; macro
    automates the filter. AdvFilterRepFiltered.xls 35 kb

    Update Sheets from Master -- uses an Advanced Filter to send data from
    Master sheet to individual worksheets -- replaces old data with current.
    AdvFilterCity.xls 55 kb

    If you're new to macros, you may want to read David McRitchie's intro at:
    http://www.mvps.org/dmcritchie/excel/getstarted.htm

    brunod wrote:
    >
    > Can i convert a csv database with over 900 customers, to an individual
    > template that i have created which i use for customers as their individual
    > price sheets


    --

    Dave Peterson

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