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Need help improving Job efficiency

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    Need help improving Job efficiency

    hello,

    Note: all the data in the attached is made up

    At my job we sometimes send out bills in excel format to clients. When we receive these bills they are usually a mess and we have to fix and format them so they look presentable. I have attached an excel sheet, Tab 1 shows the before version that we receive. Tab 2 shows the after. Right now we are simply copying and pasting the data in order to make it cleaner; as you can see if there is a bigger data set this takes forever. As you can see we are copying data from rows B and C and pasting them in row A. Once we have completed that, Row B can be deleted, since it is unnecessary. IF you can help with any of this (even if it is a small improvement) in order to improve my job efficiency it would be really helpful.


    Note that for line 14 there are 3 names (last, middle, and first), I assume that it might be impossible to create a formula that would include names with 3 names, along with all the other normal names. But I put it in just in case. Billing Extract.xlsx

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    Re: Need help improving Job efficiency

    Here's a formula based on the types available in your sample:

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    Last edited by slx; 03-05-2014 at 03:51 PM.

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    Re: Need help improving Job efficiency

    Rows 6, 8 and 11 (the yellow ones) have different data. Is the purpose of these rows to break the data into sections or do they serve some other purpose?

    Also, can you supply a sample of the bill you send out?
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    Ron W

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    Re: Need help improving Job efficiency

    Thanks for the help. Row 6 applies to the name in row 5, its simply stating that this member has a coverage change effective that date. It is not used to break the data into sections. We send out the "after" excel sheet. The sheet gives them a breakdown per member of charges due. Using this the client can run their own formulas. Thanks.

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    Re: Need help improving Job efficiency

    Hey SLX,

    That formula works really well thanks so much!! was wondering if you can help just a bit further: I have attached the same excel document but with two new names (in blue). Is there anyway to add a fix for these names as well within the formula. I ran your formula underneath the data, it works for all of them except the two in blue. Your help would be much appreciated.

    Thanks again!Billing Extract (4).xlsx

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    Re: Need help improving Job efficiency

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