Create a data table from a report in excel -Copy INVOICE LINE rows & CUSTOMER NAME

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1

Hi,
i have an excel file containing Accounts receivable invoice details .There are header rows containing customer name and in rows below each customer name (header ) details of invoices are given .

I want to copy and paste customer name (with Customer code) against each invoice row corresponding to that customer invoices in another column and make a datatable. Sample file attached.

Please advise.

2

Hi @vivekkaranath

Der is no attached file in your post

And can you show the SS for the Input and expect exact output for the same ?

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

3

Dear Pratik ,

thanks for your reply, I am a new user not allowed to upload file. I have created a test data file and expected output. The input file is generated from SAGE 300 ERP .If you have email ID i can share with you the test data file.

Regards,

Vivek

4

Hi @vivekkaranath

If you have Gmail Account then can you upload your file on Google Drive der and then share the Link here for the same

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

5

https://drive.google.com/file/d/1WrAVSqTLGj3oU846F0uJOTGyhqbkVEbM/view?usp=sharing

Hi
Please check the link

6

Hi @vivekkaranath

image

If possible can you please give the access

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

7

hi,please check your mail

8

Hi @vivekkaranath

Below is the workflow for the same :-
MainPratik.xaml (12.1 KB)
Test data.xlsx (13.2 KB)

Mark as solution and like it if this helps you :slight_smile:

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

9

Dear ,

Its not working .I need to copy the details from sheet 1 and prepare a table in “Expected datatable” sheet. as per the format provided .Please check

10

Hi @vivekkaranath

So the below img is not the output you are expecting which updates the sheet “Report” ??

image

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

11

Hi this is the input file.output file is the table in “Expcted datatablesheet”.sorry for the misunderstanding

12

HI @vivekkaranath

Have a look to the below workflow :-
MainVivek.xaml (23.9 KB)
Test data.xlsx (15.3 KB)
New Text Document.txt (162 Bytes)

Output :-

image
image1011Ă—509 12.5 KB

Mark as solution and like it if this helps you :slight_smile:

Happy Automation :raised_hands:

Best Regards
Er Pratik Wavhal :robot::man_technologist:t4: :computer:

1 Like
13

hi thanks its working …

14

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