Question
You have joined Patterson Group, a renowned financial firm in South Africa, as a business analyst. Every week, it collects data about customer payments in
You have joined Patterson Group, a renowned financial firm in South Africa, as a business analyst. Every week, it collects data about customer payments in Excel format from its various branches throughout the country. Companys head office has a master Excel file containing detailed information of every customer. Here main challenge for the company is that the payment files contain customer number against each record, but the weekly payment report requires customer details such as name, gender, age, address, phone etc. that are available only in the master file.
Now you need to perform two important tasks here
a. Search the customer details from master file and print them on the payment by matching the customer number
b. Combine payment data coming from different files in a single file since their data layout is exactly same and build the weekly payments report.
What different techniques in Excel will you use to create such a weekly report? Elaborate in detail.
Note: You do not have to solve this case in Excel....write down the steps to solve above problem .
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