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--- polling_promotion_customer_points [2016/11/30 11:49 (7 years ago)] – swind
+++ polling_promotion_customer_points [2021/05/11 19:00 (3 years ago)] (current) – jbalasabas
@@ Line 1: / Line 1: @@
 ====== Polling Customer Promotion Points ======
-[[http://wws5.com/|{{http://wws5.com/images/topxxxgif-ani.gif  |Windward Software}}]]
 ====== Customer Promotion Points Do Not Poll ======
-When you create the new remote datasets, they would have the point values showing in the head office dataset for those customers. But because points do not poll, those values will be incorrect.
+When you create the new remote datasets, they would have the point values showing in the head office data set for those customers. But because points do not poll, those values will be incorrect.
 ====== Solution ======
@@ Line 35: / Line 31: @@
 View the report
-This will create  the customer report so that we can export the points with the account numbers and uniques of the customer.
+This will create  the customer report so that we can export the points with the account numbers and unique of the customer.
-Then we can temporarilly import the customer unique into the account number field, and still have a record of the original account numbers, which can be dataloaded back in after the points have been restored into the newly created datasets.
+Then we can temporarily import the customer unique into the account number field, and still have a record of the original account numbers, which can be loaded back in after the points have been restored into the newly created datasets.
-Sort the report by Customer Points column. This will save us a few steps when we process it in Excell.
+Sort the report by Customer Points column. This will save us a few steps when we process it in Excel.
-Now that we have the report, we have to export it to excell.
+Now that we have the report, we have to export it to excel.
-The first thing we need to do is duplicate the Unique Column. It needs to be in the report twice so we can dataload the unique into the account number field based on the unique number.
+The first thing we need to do is duplicate the Unique Column. It needs to be in the report twice so we can data load the unique into the account number field based on the unique number.
-Also we must eliminate all lines that do not have points. This way, only people's accounts that have a point ballance will have their account numbers changed.
+Also we must eliminate all lines that do not have points. This way, only people's accounts that have a point balance will have their account numbers changed.
-The Unique Numbers and Points numbers are exported with a comma in the number denoting the thousands place, This also has to be removed prior to dataloading.
+The Unique Numbers and Points numbers are exported with a comma in the number denoting the thousands place, This also has to be removed prior to data loading.
-This is easilly done by highlighting the column, right click and select Format Cells, click on Number, set the decimal places to zero, and make sure that the thousands separator is unchecked. And click on OK to apply the change. This MUST be done on both Unique columns, the points column, and just for good measure, the original account number.
+This is easily done by highlighting the column, right click and select Format Cells, click on Number, set the decimal places to zero, and make sure that the thousands separator is unchecked. And click on OK to apply the change. This MUST be done on both Unique columns, the points column, and just for good measure, the original account number.
 We need the columns to be named the following: