I am trying to figure out the best way to create an excel file for tracking accounts with daily events.
I have attached a small sample.
Accounts.
I have up to 9999 accounts in this system. This is representative of the All Accounts tab.
Events & Delays
Every day, I review our internal system, it has HTML. I copy and paste this information out. A few minor formatting items, this is the result.
All other accounts have 0 events & delays.
Current Goal.
I want to track these accounts, events, and delays -- daily.
My initial thought was under the All Accounts, have 2 columns for each day (events and delays).
How do I modify the Events tab to fill in the accounts that have 0, then copy over to the All Accounts?
Is there an easier way to cross reference the All Accounts tab to each daily tab?
I am struggling with the easiest way to set this up and seeking some guidance/ suggestions.
I like these personal challenges, but just need a nudge. Not looking for someone to develop the whole thing.
I have attached a small sample.
Accounts.
I have up to 9999 accounts in this system. This is representative of the All Accounts tab.
Events & Delays
Every day, I review our internal system, it has HTML. I copy and paste this information out. A few minor formatting items, this is the result.
All other accounts have 0 events & delays.
Current Goal.
I want to track these accounts, events, and delays -- daily.
My initial thought was under the All Accounts, have 2 columns for each day (events and delays).
How do I modify the Events tab to fill in the accounts that have 0, then copy over to the All Accounts?
Is there an easier way to cross reference the All Accounts tab to each daily tab?
I am struggling with the easiest way to set this up and seeking some guidance/ suggestions.
I like these personal challenges, but just need a nudge. Not looking for someone to develop the whole thing.