wholesale_live_copy_quick_start

Quick Start: Create Live Copy of Wholesale Data

Step 1: Create Live Copy Sheet

1. Create new sheet (adjacent to RAW sheet)

   • Click ”+” button or right-click sheet tab → Insert sheet
   • Rename to: Wholesale Customers Data - Formatted

2. Copy headers from RAW sheet:

   • Go to RAW sheet
   • Select row 1 (headers)
   • Copy (Ctrl+C or Cmd+C)
   • Go back to formatted sheet
   • Paste in row 1 (Ctrl+V or Cmd+V)
   • OR manually type the headers if you want to customize them

3. In cell A2, paste this formula:

={'Wholesale Customers Data - Daily Updates RAW'!A2:AP}

This creates a live link to the data (starting from row 2, excluding headers) that automatically updates when RAW data changes.

Note: The formula starts at row 2 (A2:AP) to exclude the header row, since we’ve manually copied the headers to row 1.

4. Add filters:
   • Select row 1 (header row)
   • Data → Create a filter

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Step 2: Apply Formatting

Currency Columns (Whole Dollars)

Columns: TOTAL_REVENUE (P), TOTAL_TAX (Q), AVERAGE_ORDER_VALUE (R)

1. Select the entire column(s)
2. Format → Number → Custom number format
3. Enter: $#,##0

Date Columns

Columns: FIRST_ORDER_DATE (S), LAST_ORDER_DATE (T), FIRST_WHOLESALE_ORDER_DATE (U), CUSTOMER_CREATED_AT (Z), APPLICATION_SUBMISSION_DATE (AI), APPLICATION_ONBOARD_DATE (AJ), APPLICATION_AGREEMENT_SENT (AK), APPLICATION_AGREEMENT_SIGNED (AL)

1. Select the entire column(s)
2. Format → Number → Date
3. Choose: MM/DD/YYYY or Custom → MM/DD/YYYY

Number Columns (Integers)

Columns: TOTAL_ORDERS (O), DAYS_SINCE_LAST_ORDER (V), CUSTOMER_LIFETIME_DAYS_SINCE_CREATION (X), CUSTOMER_LIFETIME_DAYS_SINCE_FIRST_ORDER (Y)

1. Select the entire column(s)
2. Format → Number → Custom number format
3. Enter: #,##0

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Step 3: Freeze & Organize

1. Freeze header row:

   • Select row 2
   • View → Freeze → 1 row

2. Freeze key columns:

   • Select column E (or column after COMPANY_NAME)
   • View → Freeze → 3-5 columns (Company Name, Contact Name, Email, Segment)

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Step 4: Conditional Formatting

Status Column (W - PARTNER_STATUS)

1. Select column W
2. Format → Conditional formatting
3. Add rules:
   • Text contains “Active” → Background: Green (#D9EAD3)
   • Text contains “Churned” → Background: Red (#F4CCCC)
   • Text contains “REMOVE” → Background: Gray (#D9D9D9)

Days Since Last Order (V - DAYS_SINCE_LAST_ORDER)

1. Select column V
2. Format → Conditional formatting
3. Add rules:
   • Less than 90 → Background: Green (#D9EAD3)
   • Between 90 and 180 → Background: Yellow (#FFF2CC)
   • Greater than 180 → Background: Red (#F4CCCC)

Revenue Tiers (P - TOTAL_REVENUE)

1. Select column P
2. Format → Conditional formatting
3. Add rules:
   • Greater than 10000 → Text: Bold, Blue (#1155CC)
   • Less than 1000 → Text: Light gray (#999999)

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Quick Format Reference

Data Type	Format Code	Columns
Currency (whole $)	$#,##0	P, Q, R
Dates	MM/DD/YYYY	S, T, U, Z, AI, AJ, AK, AL
Integers	#,##0	O, V, X, Y

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That’s It!

Your formatted sheet will now:

• ✅ Automatically update when RAW data refreshes
• ✅ Have proper formatting (currency, dates, numbers)
• ✅ Be filterable on all columns
• ✅ Have frozen headers and key columns
• ✅ Show visual indicators (conditional formatting)

You can now apply any additional formatting without affecting the source RAW sheet.