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					Originally Posted by  Kevy Baby
					 
				 
				I found a better to resolve for #2: I had the client provide me with records already suppressed to the month of April   
Well, yes, this might be a better tool. But then I would have to purchase and learn said new tool. If 95% of what I need to transport can be covered by a pickup truck, I am not going to buy a semi-truck and get a class A license for that other 5% - I'll just make a couple of extra trips as needed.
 
Besides, I got to learn how to make a lookup table today!  
			
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 Purchase is not a problem, if you have excel you probably already have 
Microsoft Access in house.  
That's all you would need.  If not, MySQL (Which runs this site) is free for the downloading albeit with a somewhat higher learning curve than Access.