find matching records

D

-D-

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.
 
P

Pete_UK

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
 
D

-D-

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
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top