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Help with Excel

  • 10-08-2017 11:34am
    #1
    Registered Users, Registered Users 2 Posts: 3,020 ✭✭✭


    I have two spreasheets and need to copy data from one to the other based on a names list.

    Sheet 1 - A = Firstname, B = Lastname
    Sheet 2 - A = Firstname, B = Lastname, C = Loaction, D= Manager, etc..

    So i need to use data in column A and B from Sheet 1, search sheet 2 for a match and bring C and D data back to sheet 1.

    Help!


Comments

  • Registered Users, Registered Users 2 Posts: 9,514 ✭✭✭TheChizler


    Read the help file for vlookup, it should be able to do what you want. You may need to use a 'helper' column where A and B are concatenated and then perform the match on the helper column. I'm sure there are clever ways around it but that should be straightforward enough.


  • Registered Users, Registered Users 2 Posts: 3,020 ✭✭✭xabi


    So, a new column in both sheets with Firstname Lastname (in the same cell) and then use this as the search criteria


  • Registered Users, Registered Users 2 Posts: 22,799 ✭✭✭✭Akrasia


    You can do V lookup but that can be a bit confusing if there are duplicate entries and if the data is saved in multiple cells on the spreadsheet. (first and 2nd name)

    It seems to me like you have a master spreadsheet with a list of all the customers, and a second list with a sub section of customers, and you want to get the details of only the sub section of customers

    The first thing I'd do is concatenate column A and B so that first and last name are in the same cell


    in an empty column on both sheets write this formula
    =a1&" "&b1

    This will take the first and second name and join them with a space in between so you can compare the two sheets more easily

    Flash fill this formula the whole way down the list so that every name on both lists are concatenated.

    Then I'd check if there are duplicates on that cell in sheet 1 and sheet 2 (use conditional formatting to highlight duplicates). If there are duplicates, you'll need to know this and account for differences in the customer records (maybe a customer id number or something) (maybe you want to have multiple rows per name in sheet 2, that's fine too, just leave the original data there there but delete the names from the concatenated cells because this will affect the matching step later on.)

    Once you are satisfied that there are no duplicates, the next thing I would do is copy the list of concatenated names from sheet 1 to the end of the concatenated names in list 2 so you have a long list of all the unique names on each sheet

    Do conditional formatting again, this time the duplicates are only the matches between the two sheets, using filters, select only the colour you chose using the conditional formatting for the duplicates, and you have a list of the names that only appear on both sheets as well as the associated details related to each name.


  • Registered Users, Registered Users 2 Posts: 3,020 ✭✭✭xabi


    Thanks,

    Sheet one contains duplicate names but i need to keep these as they have different dates for each duplication of name, here is the VLOOKUP im trying =VLOOKUP(H2,'[2nd sheet.xlsx]Sheet1'!$A$132:$A$33999, 23, FALSE).

    H2 = concatenate names
    A in 2nd sheet is concatenate names
    23 = is column W in 2nd sheet that contains the data i want

    Where am i going wrong


  • Registered Users, Registered Users 2 Posts: 3,020 ✭✭✭xabi


    got it now, I was only searching column A in 2nd sheet, searching the whole sheet sorted it.


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