Merge Multiple Customer Data Sheets
Budget: $30 – $250 USD
I have more than five Excel worksheets packed with customer data that I need to bring together into one reliable master list. Most columns are the same, but a few differ in name or order, so the job involves more than a simple copy-paste.
Here’s what I’m after:
• Review every sheet, map columns that line up, and flag those that don’t.
• Harmonize field names, data formats, and date or phone-number styles so everything matches.
• De-duplicate records intelligently (same customer appearing on several sheets but with small spelling variations).
• Merge the cleaned data into a single worksheet and sort it logically.
• Deliver a repeatable solution—Power Query steps or a VBA macro—so I can drop in fresh sheets later and hit refresh rather than rebuilding from scratch.
• Provide a brief set of instructions or comments explaining how the process works.
Accuracy is key: no lost rows, no mismatched columns, and formulas/macros must run without errors in the current version of Excel for Windows.
Here’s what I’m after:
• Review every sheet, map columns that line up, and flag those that don’t.
• Harmonize field names, data formats, and date or phone-number styles so everything matches.
• De-duplicate records intelligently (same customer appearing on several sheets but with small spelling variations).
• Merge the cleaned data into a single worksheet and sort it logically.
• Deliver a repeatable solution—Power Query steps or a VBA macro—so I can drop in fresh sheets later and hit refresh rather than rebuilding from scratch.
• Provide a brief set of instructions or comments explaining how the process works.
Accuracy is key: no lost rows, no mismatched columns, and formulas/macros must run without errors in the current version of Excel for Windows.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Data Cleansing
Data Analysis
Data Integration
Data Management