Recent content by OCM

Hi Skip, I would like to alter my original post a bit and include the itemized collection amounts and display the amount due per CustID at the bottom. In the attached sample, I created 'Amount due' column and manually calculated the collection amounts and the amount due to show the expected...

Hi Skip, TIA,

Greetings, Given my sample workbook in Sheet1, I would like to calculate the amount due by subtracting the total collection amt from one of the settlement #1 per CustID. If the settlement #1 is blank, (e.g., customer #6 – Customer #8, then use settlement #2 to perform the calculation. Amount...

Hi Macropod, Thanks for your feedback. I was able to accomplish the intended result! Regards,

Hi, I use word (office 365) to create a mail merge. The sample below is to show the data fields included in my excel data source and the body of the word document. Everything is working as intended except for the detail field. If it helps, the detail can be a word table, excel file and/or a...

Dhookom, Thank you for the suggestions, I was able to import the records successfully. Regards, OCM

Duane, Once I accessed the Get External Data, I'll choose the 3rd option 'Link to the data source by creating a linked table' As you suggested, I'll not included the Col_ID field in my excel file, correct? TIA Regards, OCM

Hi Duane, thanks! I received the following error: TIA, Regards, OCMhttps://files.engineering.com/getfile.aspx?folder=0a18895b-8dbe-48a8-9336-b22eef332c86&file=Sample.xlsx

Greetings, We receive monthly payments that a former employee used to input in the access db manually. In doing so, the Col_ID field is auto generated (primary key). Currently, we receive the monthly payments in excel format and I’m exploring to import the payments into access in bulk. The...

SkipVought, Thanks a lot for your suggestion. I was able to apply your solution and it is working as intended. Regards, OCM

Hi, Given the attached sample file, I would like to insert a column next to Status_ID, Department_ID, and User_ID, and name these columns as Status, Department, and User and populate descriptions from the (Status, Department, and User). How can I accomplish this? TIA Regards...

combo Thank you for your feedback and for the PQ resource link, I appreciate it. I’ll try your suggestions when I get back to work. Regards, OCM

Combo, Thanks for the reply post and lead me to PQ. It looks very powerful and I've a lot to learn. The sample you show was the expected result I was looking for. 1. Structure table: To make my table a structure table, all I did was I highlighted the data Insert > Table 2. PQ: to start, I...

Okay, I'll give it a try and post back if I have additional questions. I would also like to try this in Power Query, but I am not familiar with Power Query. If you can point me to a Power Query community forum and/or resources will be great. TIA Regards, OCM

Hi, Thanks for your response Skip No, I do not. I put n/a to show a given record didn't appear in one of the three data sources (in this example, source #3). I tried the formula = [@[ID'#]])*( [Completed date] = [@[Completed date]] ))<>3,"*","")] and received an error: Can you tell me...