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How do I group customer names and make a table similar to desired output below.

esabay
8 - Asteroid

I have attached the contacts file and data file. How do I group same customer names together and have an output similar to below 2 sample desired outputs? Thank you for the help!

 

Output 1

UnitReceipt NumberClient nameClient full nameDeal dateTransaction typeQuery Date
Delta16456DeeDee Claire Land 
Delta13544DeeDee Claire Land19-May-2023
Delta12687DeeDee Claire Land

19-May-2023

 

Output 2 

 

UnitReceipt NumberClient nameClient full nameDeal dateTransaction typeQuery Date
Alpha10200JohnJohn Martin09-May-2023Clothes25-Apr-2023
Alpha19293JohnJohn Martin12-May-2023Clothes25-Apr-2023
Alpha13096JohnJohn Martin12-May-2023Clothes 
Alpha15136JohnJohn Martin15-May-2023Clothes12-May-2023
Alpha14647JohnJohn Martin15-May-2023Clothes 
Alpha12432JohnJohn Martin17-May-2023Shoes 
Alpha12517JohnJohn Martin17-May-2023Shoes 
Alpha14874JohnJohn Martin23-May-2023Air18-May-2023
1 REPLY 1
binuacs
21 - Polaris

@esabay One way of doing this

binuacs_0-1687365906832.png

 

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