edkawy79
07-04-2019, 01:08 AM
Hello, I need you help please on the attached sample file
In sheet 1 a sample for daily data for all customers (original file contain data of last 5 years and rows over 30000 rows).
On daily basis, I need to review the full transaction history for X customer statement and revise some entries if needed. (Revise the price / quantities, etc).
In sheet 2, I want to have the following please:
Cell B3, to create unique list for all customer (so I can choose the desired customer and show the report for him).
Since the costumer has too many transactions , I wish to use Cells G2 & G3 to show the report within specific period of time ( from – to )
Once the customer name selected in cell B3, the full transaction history must displayed in the below range A6:I6 until last row.
In column No 10 (column J), I wish to have formula to calculate the total amount for the customer ( I mean to subtract the total IN from the Total OUT for each row and show the balance in this column , so I can tract down when was last time the balance for this customer was 0 $.
the range of this rows preferable to be automatically adjusted for each print.
hope to consider add or remove column in overall table will not affect sheet 2
Hope this is clear and many thanks in advance for your help
In sheet 1 a sample for daily data for all customers (original file contain data of last 5 years and rows over 30000 rows).
On daily basis, I need to review the full transaction history for X customer statement and revise some entries if needed. (Revise the price / quantities, etc).
In sheet 2, I want to have the following please:
Cell B3, to create unique list for all customer (so I can choose the desired customer and show the report for him).
Since the costumer has too many transactions , I wish to use Cells G2 & G3 to show the report within specific period of time ( from – to )
Once the customer name selected in cell B3, the full transaction history must displayed in the below range A6:I6 until last row.
In column No 10 (column J), I wish to have formula to calculate the total amount for the customer ( I mean to subtract the total IN from the Total OUT for each row and show the balance in this column , so I can tract down when was last time the balance for this customer was 0 $.
the range of this rows preferable to be automatically adjusted for each print.
hope to consider add or remove column in overall table will not affect sheet 2
Hope this is clear and many thanks in advance for your help