Coming soon - Get a detailed view of why an account is flagged as spam!
view details

This post has been de-listed

It is no longer included in search results and normal feeds (front page, hot posts, subreddit posts, etc). It remains visible only via the author's post history.

3
[task] need help sorting data in excel
Post Flair (click to view more posts with a particular flair)
Author Summary
Unhappy_Lecture_9404 is in TASK
Post Body

Hi there, I want to see who can find the best way to set up something to auto-sort the reports I copy and paste. Either through excel or vba. So my job requieres me to bug financial advisors when they come up in reports. The problem is that these advisors are also part of different pools. Because of that I spend alot of time shifting through information to make sure I send them their finds and the findings for the pools.

Each financial advisor has a fa #. Each pool has a pool #. Within the pool could be one or more advisors under it. The reports will list the fa or pool name and number and the client's name and acc0unt number.

What I want to be able to do is copy and past the info of the report and it output the acc0unts for each person listing their own and the pools. I attached an example.

https://docs.google.com/spreadsheets/d/1mXYNXnNA8x3HjTCtmDQmbTt_jkipUlgB/edit?usp=drivesdk&ouid=107915409340045861529&rtpof=true&sd=true

Author
Account Strength
70%
Account Age
3 years
Verified Email
Yes
Verified Flair
No
Total Karma
1,725
Link Karma
1,064
Comment Karma
634
Profile updated: 18 hours ago
Posts updated: 5 months ago

Subreddit

Post Details

Location
We try to extract some basic information from the post title. This is not always successful or accurate, please use your best judgement and compare these values to the post title and body for confirmation.
Posted
2 years ago