How to create a template to apply to a dataset on a reocurring basis

Posted on 2011-10-20
Last Modified: 2012-05-12
I use a web based software that can easily export a .csv file.  Each month I export the same .csv file (updated obviously).

Each month, I open and save it in Excel, sort, summarize, add columns, add formulas, etc to create the exact same report.

Is there some way to build it once in something like a template and just import that .csv file each month rather than having to recreate it every month?

This is a huge amount of time for me.  Any help is appreciated.
Question by:wlreimer
    1 Comment
    LVL 41

    Accepted Solution

    Let's assume you import the CSV file and put into the "Input" sheet tab.

    The rest of your workbook would look to the contents of the Input sheet tab to do its work.  How complicated this would be (whether you'd need a macro, some helper columns or perhaps even a pivot table) depends on the structure of the output.  All good design understands the input and the output.  

    Can you upload a mock, non-sensitive dataset and report that we can look at?  That would make helping you much, much easier.



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