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Ok, Power Query add in works like a charm. As for CSV file export, just save as CSV format. Warning says only the active tab will be saved but that is what I wanted anyway. Thank you.

I have Excel 2013. Don't have PowerQuery. Is it part of Power View add in? Analysis ToolPak and PowerPivot add ins are available in my version. One additional condition necessary; resulting file with transformed data must be exported as CSV to be consumed by another application.

Task is to take a file that contains customer records and where they do business and consolidate to one line per customer, with a field containing an array of the locations each customer visited. Data is exported from Access. Cross tab doesn't work for this purpose (or at least I can't figure...

Thank you! To borrow the catch phrase of Tennessee Tuxedo--an animated character from the early '60s who got himself into many adventures--"Phineas J. Whoopee, you’re the greatest!" But for the benefit of penguin brains like mine, could you explain what this formula is doing? :-) I see it...

Sorry this is so confusing. Given my druthers we would go to a calendar fiscal year in a New York minute! Steven's Min Assess Date is actually 16-Q1 because the fiscal year runs from July to June. September 2015 occurs during the 2016 fiscal year which ends in June 2016.

Ok, this sounds nutty, but it’s a real problem. I have a list of clients by visit. Each client has an Assess date for each visit. Each client record carries a status indicator that says they are active or discharged. An active client is typically seen each quarter, but not always. Sometimes...

Thank you! I can use the Sort command to put the lines in order. Looks like I was over-thinking this, as usual.

I want to create a dynamic presentation table in what amounts to a pivot table format. But a routine pivot table does not meet this need. Why do I want to do this? I want my table to automatically update when new quarterly data are entered. I want the table to automatically display the most...