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MS Office Forum / Excel / New Users / February 2008

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find matching records

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-D- - 31 Jan 2008 15:47 GMT
I have two spreadsheets with a common column in each spreadsheet where I
need to find the matching records based on this common column.

The first spreadsheet has 139 records (spreadsheetA) and the common column
name is "AccountId"
The second spreadsheet has over 9000 records (spreadsheetB) with the common
column name "AccountId"

I want to find the matching records in the "spreadsheetB" that has records
based on the AccountId in the "spreadsheetA".  Once I find the matching
records I want to copy the new information over to the "spreadsheetA" that I
am obtaining from the "spreadsheetB".

How can I accomplish this?

Basically, I want to find records in "spreadsheetB" and merge them into
"spreadsheetA".

Thanks for any help.
Pete_UK - 31 Jan 2008 16:04 GMT
You would normally use VLOOKUP to do this, but you can also use an
INDEX/MATCH combination. Both of these approaches would return the
first matched item, so if you may have multiple records under one
AccountID then you have to take a slightly different approach (you
don't specify in your description). Give some further details of
columns used etc if you need more assistance.

Hope this helps.

Pete

> I have two spreadsheets with a common column in each spreadsheet where I
> need to find the matching records based on this common column.
[quoted text clipped - 15 lines]
>
> Thanks for any help.
-D- - 31 Jan 2008 16:31 GMT
Hi Pete,

Thanks for replying to my post.

If I understand correctly, yes, there are multiple AccountId's in
spreadsheetA.  For example, there are 139 records in spreadsheetA, so there
are 139 different AccountId's in that spreadsheet.  I need to match each
AccountId in spreadsheetA to a matching record in spreadsheetB.  Can I do
this using a Vlookup?  Is there an example of how to accomplish this?

Or, if you are asking if there are more than one match for AccountId in
spreadsheetB, then I don't think so.  I'm not sure 100% certain though?

Thanks again for the help.

You would normally use VLOOKUP to do this, but you can also use an
INDEX/MATCH combination. Both of these approaches would return the
first matched item, so if you may have multiple records under one
AccountID then you have to take a slightly different approach (you
don't specify in your description). Give some further details of
columns used etc if you need more assistance.

Hope this helps.

Pete

On Jan 31, 3:47 pm, "-D-" <nob...@nospam.com> wrote:
> I have two spreadsheets with a common column in each spreadsheet where I
> need to find the matching records based on this common column.
[quoted text clipped - 17 lines]
>
> Thanks for any help.
Pete_UK - 31 Jan 2008 16:55 GMT
Detailed tutorial here at Debra Dalgleish's site:

http://www.contextures.com/xlFunctions02.html

Hope this helps.

Pete

> Hi Pete,
>
[quoted text clipped - 47 lines]
>
> - Show quoted text -
Evgeny Grischenko - 01 Feb 2008 18:43 GMT
Hi!
You might want to try this simple add-in:
http://www.office-excel.com/excel-addins/compare-spreadsheets.html
Hope it helps!

Eugene
>I have two spreadsheets with a common column in each spreadsheet where I
>need to find the matching records based on this common column.
[quoted text clipped - 15 lines]
>
> Thanks for any help.
 
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