Summary: I was wondering if it is possible to create a running file that would contain columns by week and that a value would be added to the weekly column only in the row that had activity that week.
More detail: Each week I have a new file that has multiple line items for customers. I want a check list file that Column A would be all the customers, and each other column is week ending date. Each week when I put all my data into the weekly file, I want it noted in this checklist file which customers appeared for that week. While to weekly file is blank before customer data is added, it is a saved template with formulas to manipulate the data
I tried to do a pivot table, and it worked for a single week, but couldn't figure out how to get each week added to same pivot table, and to get the customers to line up n the same row. It was also a lot of manual work. I'd like to add a formula to the weekly file to automatically tell it to report to the check list.
I am also intrested in learning if excel can be set up so that when a file is run from an accounting software, an exsisting excel file will know what to do with it. Any help would be great
