Create version control in Excel (Excel)
I have a large table of projects, subprojects and products that relate to them.
Once a week, I do a download of this document from the CRM system. Sometimes prices, calls, status of some products change or new projects are added to the table.
I have to monitor the changes and write in, let’s say, the mother’s Excel, what the key actions on the projects (re-call this project to such that date for example).
Today I don’t see how to organize such a control – technically. This competence is missing.
You could show me to do a lesson hardly speaking about this story if you have an understanding of how it could be implemented at the Excel level. Do this with the files I’ll send you, let’s say three to demonstrate the work.. ?
My task is to be able to do it on my own.
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119 1 0 Good day ! Give examples of files. I offer you to connect through remote access and I will show you everything clearly.
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5178 210 0 Good day . Maybe I can help you. Can you send the test files?
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661 38 2 You need to look at the files and in accordance with what in these files will be - to clarify what specifically you want.
To track the changes, obviously, you will need to fix the previous loads to compare with the subsequent loads if necessary. The comparison of the versions of loads will likely have to be done by VBA macros, which will compare and report the difference between loads.
The price/term is conditional, you have to look at what there is behind the files and then the volume of work will be understood.
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