Looking Names In A List With Names Written Differently And With Duplicates

Aug 26, 2008

I am using Excel 2003 and Windows XP.

I have been given a list of my firm’s target clients (in excel) and an opportunities report (exported into excel) from our CRM system, which lists all the opportunities (i.e. opportunities to sell/provide products/services) that have been created for each client. Some of the column headings in the opportunities report are as follows:

Client; Opportunity ID; Opportunity Name; Opportunity Description; Created by; Date Created etc.

What I need to do is lookup each client, from the target clients listing, in the opportunities report to see whether an opportunity has been created; and if so, return the row of values (i.e. the Opportunity ID; Opportunity Name; Opportunity Description; Created by; Date Created) for that client. The result will be placed next to the name of the client in the target client worksheet.

I have a couple of problems. Initially I tried to use the VLOOKUP function to lookup the client name in the opportunities report and return the Opportunity ID (I then planned to use the same formula to return values from the other columns); however, as the client names in the target client listing were not always written the same way as they were in the opportunities report, the formula often returned #N/A. The formula I used was

=VLOOKUP(A8,'Opportunities Report'!A2:F51,2,FALSE)

So for example, the first client that I was looking up was written as “ABC Ltd” but in the opportunities report it was written as “ABC Limited”.

My second problem was that for some clients, there were multiple opportunities listed in the opportunities report. Where this was the case, there was a separate row (repeating the client name in the first column) for each opportunity created. I think that was messing up my VLOOKUP formula as well.

Is there a way to look up the client name, from the target client listing, in the opportunities report even if it’s slightly different and return the row of values for each opportunity created for that client on a separate row?

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