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I'm preparing an excel document for a client. It carries inventory from his accounting software into this sheet. Using the Data > Import external Data Query > New Database Query.
This part is working out great. I even Did Data > List so the titles of each description of inventory could be seen. The columns range from: ItemNumber, AliasItem_No, Descrition, CustomerNumber, Year, QtySoldPeriod1 through 12, and DollarsSoldPeriod6 Here is my problem. My client wants this info to be e-mailed to one customer on that list. This means only that customers info needs to be seen by him. And also the period of whichi this info is shown. So Under CustomerNumber I only want this customer to see his own info of inventory items. And in one period. 1.) Can I hide and lock the other customers in the drop down list? 2.) What about the periods, can they be hidden or just delete them on the email version of the excel sheet? 3.) During the data query, would I just have to filter the other clients out? ANd if so whats the best way to filter out other names? Great then or less then or what? All the help would be great. |
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