I need a script that can be used to help us clean up .csv reports that we run periodically. The columns in the report will all always be in every report, but some reports may have additional columns. However those additional columns in others reports would not need to be referenced in any of the macro’s for cleanup reasons.
Delete duplicate rows where column ‘Donor_ID’ is identical to another donor ID in that same column
Delete duplicate rows where column ‘Email’ is identical to another email address in that column. Do not combine the ones that are blank for this reason only.
If there is a date in the ‘decdt’ field then delete the record entirely from the spreadsheet.
If the field ‘NOMAIL_REASON_DESCR’ contains anything but a blank, or ‘anonymous donor’ then delete it.
Prompt the user of the program to ask if they want to delete records where ‘school’ or ‘church’ is found in the last name field. If prompted with yes then delete the records, if not then leave in the report.
Prompt the user of the program if they want to delete matching gift records. If they choose yes delete any records where ‘MGP’ is found in the ‘flags’ column.
If ‘COTA’ or ‘Event Proceeds’ or ‘fundraising proceeds’ (not an exact match but even if part of that phrase) is found in the last name field of any record then have the user of the program review each and choose if they want to delete it.
Prompt user of program to review any two or more records where columns ‘Address’ and ‘City’ and ‘State’ is identical to another address and city and state in each corresponding column for each record. Do not combine the ones that are blank for this reason only. If we can code this to allow a combine of the two or more records that are found by selecting which to keep and which to delete that would be great but is not a must have. Or, if we could also add an option to ‘skip’ or manually edit the record that would be great for records where it’s an obvious husband and wife who have made separate gifts under just their or their combined names but on different occasions and the address are just a little different.
If you have a good way to code the script or macro where it has the ability to find similar/possible matches in the ‘address’ column where there is not an exact duplicate, but where there is another record in that same column that is similar. We would need to specify a criteria that wouldn’t flag too many of the records to review, but maybe if at least 75% of the characters were a match to another by comparing the first few or last part of the field characters that may work.
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The examples of my codes you can see in my books. I'm the author of this book (VBA and VB .NET): [login to view URL] I conduct lectures and laboratory classes with students in the course “VBA and VB .NET”
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