I need to send info to a mail house for year end letters. Unfortunately our third party database can not give us what the mail house calls a flat file. What we already have on one line is the Account number, name, address, all the different salutations, the YTD including if it's non-deductible and the number of transactions. This may have to do, but in the best world we would like to have it say the Fund name and the YTD for that fund. Some people only give to one fund, some people give to multiple funds.
So instead of saying:
Jim Smith 123 First Ave 1200.00 11 transactions
I'd like it to say:
Name Address Fund YTD Fund YTD YTD Transactions
Jim Smith 1234 First Ave 350.00 for John Smith 250.00 for Steve Smith 600.00 11
I have two Excel files attached, with just one example. I have many many people this would go out to. So I guess I need to know if I can combine information from the files, and get rid of information from the multiple line file. Not sure if I'm explaining this well enough? If it can be done that would be great!?
Please ask any questions you might have, and you can even tell me I'm ridiculous, lol.