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copy to fill a main report organized by dates and name

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  1. #1
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    copy to fill a main report organized by dates and name

    Hello people!, this is my first post so......here we go.

    I have a system that allow to create appointments. I would like to take specific cells and fill a main report that is organized by dates and names without overwrite the ones that I already have.

    This is a example of the report where I get the data to fill the main report

    Textbox26 createdDate ID_scheduled_date accession_number
    Duran, Luis 01-15-2016 01-01-2016 5048117
    Smith, Richard 01-15-2016 01-01-2016 5048361
    Duran, Luis 01-15-2016 01-02-2016 5048529
    Smith, Richard 01-15-2016 01-02-2016 5048754
    Duran, Luis 01-15-2016 01-03-2016 5049625
    Duran, Luis 01-15-2016 01-01-2016 5048117
    Smith, Richard 01-15-2016 01-02-2016 5048361
    Duran, Luis 01-15-2016 01-02-2016 5048529
    Smith, Richard 01-15-2016 01-03-2016 5048754
    Duran, Luis 01-15-2016 01-03-2016 5049625

    In the main report I have the days of the month by column on the top in the next line will be the name of agent and the next line the Assession number according to the scheduled date. if the same agent creates another appointment for the same date we need to create another cell in the same column and add the accession number without overwrite the ones that I already have.....

    now if the agent don't have any other appointment for that day continue with the next agent in the same column.

    something like this

    1/28/2016 1/29/2016 1/30/2016
    Batista, Juan Batista, Juan Batista, Juan
    4801654 4390732 4777219
    4801653 4773692 4864592
    4809111 4809793 4896591
    4873394 5040457 4956916
    Corniel,Yenny 5042744 4976158
    4889045 4893763 Corniel, Yenny
    4892131 4894424 4980484
    4908280 4894425 Dominguez, Miguel
    4908279 4961055 4967513
    4908348 4961054 5025708


    I think this is too complicate.

    Thanks for help

  2. #2
    Forum Expert skywriter's Avatar
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    Re: copy to fill a main report organized by dates and name

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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  3. #3
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    Re: copy to fill a main report organized by dates and name

    ok this are the attachment from the source TESTCSV of information and the result of how must be filled the monthly report (TEST MONTHLY)
    Attached Files Attached Files

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