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Old 07-23-2014, 10:40 AM
nwiabrad nwiabrad is offline merging data sets in excel 2013 Windows 7 64bit merging data sets in excel 2013 Office 2013
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merging data sets in excel 2013
 
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gebobs and macropod - thank you for responding.

I'll start with Gebobs question first...

That depends :-) To give you a background on the scenario...

I'm an insurance agent - I download lead information from a leadlist database website.

It's downloaded in .csv format

I can download up to 10,000 "entries at a time" so there will always be large lists to deal with.

Once I download the list and sort by Zip code I will then send the .csv file to the call center manager for the appointment setters to call.

While it would be nice to have both spouses names for the telemarketers to call, I don't want to give them a .csv with two lines of datasets per household for fear they'll call each place twice and anger my prospects.

I tried to do it the easy way and ask the leadlist owner if he could have his database managers set a parameter on married leads to merge the first names of the leads so you download both spouses in one dataset and it's a new company and he doesn't have man-hours to undertake that herculean task.

So in essence, the short answer to your question is yes it will most likely be an ongoing issue whenever I get the .csv lead list download.
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merge, merge data, merge field



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