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Pull data from table in email into lines in excel

  1. #1
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    Question Pull data from table in email into lines in excel

    Hello,

    I have a daily email that spits out certain information in a table (data includes name, address, date of transaction, sales person on the transaction, etc. etc.). This email is a daily alert. I must record each set of data into a single line on an excel spreadsheet (one line for each transaction).

    The problem I have is that the original table in the email I receive is irregular. Some of the data in the table comes in one cell, and other cells below it are split into two. Therefore, when they are copied into Excel, I don't have all the data in one column- The data is in two columns. Furthermore, the email it originates on has irregular formatting. A line is inserted between SETS of data for each sales person- not between EACH data table (for instance, if one sales person has multiple alerts, they are grouped together (with NO line in between). I cant find an easy way to pull this info automatically into my spreadsheet. Maybe you guru's have a better idea?

    I have attached a PDF sample of the email I receive. One sample is the email as it comes. Another has all of the outlines for the tables shown so you can see how it is broken up.

    I am hoping for the **simplest** way to achieve this. I have no experience writing macros. Perhaps there is a way to copy and paste the entries into a sheet in Excel and then get it to pull the data after a certain keyword (like Name: or Address and then switch the data on the sheet I need to keep to values, then paste/pull the data/repeat? Any ideas? I only need to pull the date of the email, Loan Date, Branch Code, Name, Reported Name, Address, City, State, Zip.

    I have uploaded the screenshots of the data here. Hopefully I got all of them - the photo uploader is a bit clunky on here!

    Thank you in advance for your help!


    Email Received:

    Trigger Email Screenshot.JPG



    Table in Email:
    Trigger Email with Tables Close-Up Screenshot.JPG



    Excel Destination:
    Trigger Email Destination Spreadsheet Screenshot.JPG

  2. #2
    Forum Expert dflak's Avatar
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    Re: Pull data from table in email into lines in excel

    I'm assuming that you are highlighting the email message and copying and pasting it into Excel. If this is the case, can you send us a spreadsheet with non-sensitive data pasted in? It appears that there are keywords we can look for to determine where records begin and end.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

  3. #3
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    Re: Pull data from table in email into lines in excel

    I would, but the file uploader is not working on this forum (in either Chrome or IE). I can copy the text directly into this post though (which probably doesn't help you...)

    Name : Borrower Name
    Reported Name : Borrower Name
    Address : 1234 Address, City, State, 99999
    Reported Address : 1234 Address, City, State, 99999
    FICO Score : 000
    Sales Person : Sales Person Loan Origination Date : 12/7/2020
    Branch Code : NEV
    LO Email : sales.person@company.net


    Name : Borrower Name
    Reported Name : Borrower Name
    Address : 1234 Address, City, State, 99999
    Reported Address : 1234 Address, City, State, 99999
    FICO Score : 000
    Sales Person : Sales Person Loan Origination Date : 12/3/2020
    Branch Code : WAS
    LO Email : sales.person@company.net

  4. #4
    Forum Expert dflak's Avatar
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    Re: Pull data from table in email into lines in excel

    Good enough, I think. Here is how to upload a file. I would like to get a good sample of representative data especially showing exceptions.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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