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  • Combine 2 invoice files into one.  (Work in Windows, since Excel on Mac does not understand the DBF format.)
  • Add 2 initial columns
    • Wiki MarkupColumn A: A calculated column to create a unique invoice number KEYINVNO (like "V3012")  \  [_=concatenate("V",cellref)_ and _=concatenate("P",cellref)_ for the file coming from PH and the file coming from DE respectively\]
    • Column B: A filename indicator DBOWNER ("DE" or "PH") to indicate whose file this was. 
  • Sort by YEARSENT descending, INVNO descending so most recent invoices will sort to the top.
  • In CalShare (using Internet Explorer so you have the spreadsheet behaviors), go to the All Items data view, select all rows, and hit your delete key.  CalShare will take awhile to process this.
  • In Excel, select all rows except header; copy and paste into All Items datasheet view for invoices.  Pasting is a little challenging!  Select the cells (not the rows) in Excel.  In the CalShare datasheet view, select the cell you want to start with (but do not go to the point where you have an insert cursor in that cell).

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  • Combine 2 loansps (specimen) files into one.
  • Add one initial column:
    • Wiki MarkupColumn A: A calculated column to create a unique invoice number KEYINVNO (like "V3012")  \  [_=concatenate("V",cellref)_ and _=concatenate("P",cellref)_ for the file coming from PH and the file coming from DE respectively\]
  • Sort by INVNO, LOCPREF, and LOCNO ascending.
  • In CalShare (using Internet Explorer so you have the spreadsheet behaviors), go to the All Items data view, select all rows, and hit your delete key.  CalShare will take a long time to process this.  It might be best to delete 3000 rows at a time rather than all at once.
  • Note: This is by far the most time-consuming step!  In Excel, select rows, maybe 2k to 3k at a time, and paste into All Items datasheet view for loansps.  Pasting is a little challenging!  Select the cells (not the rows) in Excel.  In the CalShare datasheet view, select the cell you want to start with (but do not go to the point where you have an insert cursor in that cell).

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