Hi [boss lady],

I’ve been trying to think of a way I could merge two calling reports together so I could see the call dates/comments from the previous month’s sheet on the current month’s sheet and I think I found a semi efficient way of doing so.

This first step is to concatenate the account id and panel fields, this creates a unique identifier for each row (so instead of say 4 rows for a panelist with account ID 4691, there are rows for 4691PMEA, 4691PSA etc) . If we do that on both sheets you can use a vlookup function to query the old sheet for the call/email dates and notes. The cells containing the previous month’s call/email dates on the new spreadsheet have to be changed to the “date” category or they return some numerical gibberish. The big issue is that the records that weren’t called or emailed have the date as 1/0, and I can’t figure out a way to automatically remove those.

I’m sure there’s a much better way of doing it, but this is the easiest way I found of doing it that could be done. I attached the sheet where I kind of play tested all of this to see if it would work.

Barry Jive wrote:FYP has never been funny