Farming Data?

[Ellie Mae]

Have a job that looks more like a utility bill. It would contain service date, quantity, description of item or service, amount for each item. This area may be several lines long depending on how many items are being itemized and billed for. Then we will pull in previous balance, current charges, current balance, etc.

 

I have one Excel file with Customer Number, Name, Address, City, State, Zip etc.

 

2nd Excel file starts with Customer Number, Service Date, and other pertinent information listed above, some fields are blank, some populated. This Excel file may have several rows beginning with the same customer number as each item/activity is listed on a separate line.

 

Is there a way to tell FP to pull data from two Excel files in such a way that If customer number in Excel File A = Customer number in Excel file B, row 1, then pull data from column b, c, d, e, f, g, h, i, j, k, etc. Repeating again with Excel file B, row 2?

 

We have someone coming by to try to help out, but nobody is a FP guru around here and please don't ask if anyone can write code. :-)

 

Just looking for some suggestions on where to start on this tomorrow.

 

Thanks!

[esmith]

Yes, you can pull data from a secondary data file by matching a primary key between both. You'll be wanting to become familiar with the ExternalDataFile() object. See this thread for a brief overview of how it is used. Of course, if code-writing is taboo there, you may need some contract help.

[Ellie Mae]

Thanks. But where does one go to learn how to write this code? Is it Javascript? Maybe I need to take a class?