Matching Customer Data
Apr 16, 2009
I have 2 sheets in a workbook.Sheet1 is a master sheet with Customer code and there Sale.And Sheet2 is the sheet which has only Customer code.
Note: Its just a Example i have total 1924 data.
Now in Sheet 1 there are some Customer code which is Repeated some times 2 and 3 or even 4 times. In Sheet 2 Same as sheet 1 there are some data which is also Repeated. Now i how can i know which Customer Code in sheet 2 Missing from Sheet1
I have Colored Some Data in sheet 2 which is not match with Sheet1
For Example.
In Sheet 1 221000000232 is repeated 2 times but in Sheet2 has only 1 times.
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Aug 1, 2014
I have a list of Spid numbers and a service category identifying if it is a Water Spid or a Waste spid.
The Spid is split into 2 parts. The Core is the identifier and the Category states if it is a Water or a Waste spid.
If the 1st digit in the Category is a 1 = Water.
If the 1st digit in the Category is a 2 = Waste.
There may only be a water spid or a property may have a water and waste spid.
What I want to do is have the information on 1 row rather than 2 rows
I have data in this format
SPID
Core
Category
Service Category
100000000151
100000000
151
1
[code].....
and I need to convert it into this format.
Core spid
Water
Waste
100000020
100000020101
100000020251
I have tried IF(lookup) and it works for the 1st row but I can't get it to look at the 2nd row.My data consists of 400,000 plus rows
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Jan 20, 2013
My task is to combine two large databases into one spreadsheet by extending the number of columns. The data from each database is 90% matching based on an identification number, however occasionally there are additional rows or unmatched identification numbers that need to be kept for analysis.
When this happens, there needs to be a blank row inserted to represent the missing data in the rest of the corresponding row.
I am having trouble finding a quick way to do this because I have approximately 12,000 rows (and columns up to DV when combined).
for example:
p1
data
data
data
data
p2
data
data
data
data
[Code] .....
needs to become:
p1
data
data
data
data
[Code] .....
I am guessing I will need a macro of sorts, So far I have made one column that tell me if the ID's are matching or not (1 or 0) and if they are not matching (0) I manually insert the rest of the row that is missing or make space for the duplicate data (which needs to remain).
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Nov 8, 2008
i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in,
if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this.
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Jul 3, 2009
I have created a simple order form to take customer orders . I would like to summarize the orders on a summary page .(The order Form will be very long so i don't want to print the entire document every time .
I have started to create a summary page using information from a similar post on this forum. I am having trouble creating a summary when the products on my order form have multiple sizes rather than just one
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Mar 14, 2014
I have a very detailed spreadsheet with drop down lists. I would like to block other cells if previous cells have certain selections. I have 7 columns of data that get inputted throughout the month. These cells have drop down selections that I have created. Is there any way to create a drop down menu AND another data validation? So If a selection is made, then the next cells will be blocked, using data validation "custom"?
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Jan 7, 2008
I have a simple list of all purchases made. ie)
Name.......Purchase date
John........01.01.07
Susan......06.08.07
John........07.07.07
John........01.05.07
I'd like to roll up the sames to create one customer row, but so I see the varience between purchase times. ie)
Name.......Ist Pur date....2nd pur date.....3rd pur date....time from pur 1 to 2
John........01.01.07.........01.05.07..........07.07.07........120 days
Susan......06.08.07...................................................(not sure to include this)
Is this possible in excel?
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May 8, 2009
Have a small data base with customer details and comments. I would like a form to sit over that so that people on phones can enter customer # and check info and add further comments etc. for a specific customer. Before I try and design a form is there any templates for this type of thing. Have done a Google and Ozgrid search, but I maybe asking the incorrect names for the procedure.
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Feb 27, 2014
I have two tables, Table1 one has only customer codes in it, and I have Table2 with plenty of customer codes and those customer name, surname, age, location...
And I want to match and copy each of those customer codes in Table 1 all the information which is on Table2
Table 1:
50025
50026
50086
Table 2: Considering that name, age and location is each in separate cell
50025JohnSecond25Location 1
60085EmilyThird 20Location 2
45454Wilhelm Fourth35Location 3
10000RoseFifth 60Location 4
50086JohnySixth 45Location 5
65501JacobSeventh18Location 6
50026Jackie Eighth22Location 7
And the outcame should be that it finds the value from Table1 in Table2 and copy's information in Table 1 like this:
50025 JohnSecond25Location 1
50026 Jackie Eighth22Location 7
50086 Johny Sixth 45Location 5
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Feb 20, 2014
I have two worksheet "ABX" and "ACX" from which I want to find the matching data for specific columns B, D and E only.
Matching data will be in sheet "Match" and vice versa.
Data are present dynamically.
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Apr 1, 2013
I have problems with my project. I want to filter data between two dates with customer ID and when click Export Report button , result will copy on next sheet ( sheet's name is report in my file attachment ) and auto sum similar products.
eExample_report.xlsm
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Nov 4, 2008
I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....
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Mar 18, 2014
I have created a excel workbook in which I use for keeping up with storage unit rent. I have a tenant list sheet and each tenant has a sheet on which I keep up with charges and credits. What I want is a macro the will loop thru each tenants sheet based on tenant list and insert data and go to the next sheet. I found this on the web:
[Code] ......
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Jan 26, 2010
I've got a list of donor names, names listed multipled times in Column A, each row with different donation data. For instance:
Sheet 1
A1 - Mary Jones, B1- Internet Donation
A2 - Mary Jones, B2 - Silent Auction Purchase
A3 - Mary Jones, B3 - Event Ticket Purchase
A4 - Gary Jones, B4 - Foundation Grant
A5 - Gary Jones, B5 - Internet Donation
A6 - Sara Parker, B6 - Event Ticket Purchase
I want Excel to compare rows A1 and A2, and if the name has not changed, enter the donation data from Column B into another sheet that will just list that person's name once:
Sheet 2
A1 - Mary Jones, B1- Donation1, C1 -Donation2, D1 - Donation3
A2 - Gary Jones, B2 - Donation1, C2 - Donation2, D1 - Donation3 (which would return no value because there the name changes
Does this involve IF, MATCH or VLOOKUP formulas?
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May 5, 2009
Now that the calculations are working, with the press of a button, I need to be able to select a range of dates and copy all lines within the range to a seperate sheet with the desired name under the same headings they currently reside under. I have included some modified code that is being used in another spreadsheet that was created for me, but I do not pretent to understand all of it and I no longer work with the creator of the spreadsheet. How do I use a button to open the form for date selections and entering the name of the new sheet, and then use the start button on the form to begin the matching and copying to a new sheet? If there is an easier way I am all for that too.
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Apr 18, 2013
So I have this problem in excel with comparing 2 columns.
Basically, I have 2 columns(a &B) that I need to compare with one another and find out the matching data. I am trying to use that matching data to enter in our reports.
Both columns might have duplicate items because I am dealing with premium numbers.
Formula to compare these 2 columns and find the matching data and extract it to a separate column. Keep in mind, i am dealing with almost 20,000 lines of data.
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Jul 15, 2009
I want the script to find if the value entered in the form is matching the values in column 'A' in the database and if it matches then it needs to select the cell as active cell - to populate the form details. And if there is no matching value found, the script needs to select the last empty cell of the column 'A' to populate the data entered in the form.
1) Form has 10 different fields that needs to be filled by the user.
2) Field 1 - is a text box for 'Request #' to be entered by the user.
3) After filling in all the fields - once clicked on OK, the form should search for the the 'request #' entered on the form in the database (Form and the database are in the same workbook).
4) If the 'Reqeust #' in the Column 'A' matches the the 'Request #' entered in the form, then the matching cell should be selected (Activecell -Were the data can be overwritten, with the new entry)
5)If there is no matching 'Request #' found in the database, the script should loop to select the next available blank cell in column 'A'. So that the form data can be entered.
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Apr 24, 2009
Rylo thanks for your help on the other project. Here is step two for the same project.
Basically I'm going to list a step by step list of what needs to be done then attach some sample sets so you can see what I'm talking about.
Step 1 ........
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Jul 18, 2006
I need to match up the columns of 1 spreadsheet with those of another. I have a partial address that only lists city and state in one workbook. I need to match these partial addresses up with the master list that contains full addresses. It seems like it should be an easy thing to do, but I can't figure it out.
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Nov 19, 2009
programming 2 macros in a bank reconciliation sheet I am trying to create.
Basically the data consists of two sets: the ledger side and bank side. Both sides consists of multiple columns that include date, description and amount.
The following two situations can occur and which need to be covered with a macro.
Many to one matching
When we make payments to say 100 different suppliers at once, the ledger side will show 100 lines with the different amounts. However on the bank side it will only show one line with a total amount for the transaction. As the description on the ledger side is the same for all transactions done at the same time, it should be possible to have a macro add these lines and compare the total with entries on the bank side. Once a matching amount has been found, the macro should place an ‘x’ next to all entries on the ledger and bank side, in order to show that these transactions have been reconciled.
Partial cell matching
In this case we are only dealing with one line on both the ledger and bank side. The issue is that the description does not always perfectly match with one another. The ledger side might say ‘Brown Corp.’ and the bank side might say ‘Brown Corporation’. I want to come up with a macro that can recognize this partial match and still reconcile the lines by placing a ‘x’ to both the ledger and bank entry. The match however should be done with a combination of description, date and amount as several different bookings might be done for the same supplier in the same month.
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Feb 15, 2010
I have a report that shows "users" in column A, "time of call" in column B and "Call direction" in column C as below
Usertime of callCall DirectionUser 112/02/2010 09:00:59InboundUser 112/02/2010 09:10:15InboundUser 112/02/2010 09:26:03InboundUser 112/02/2010 09:41:40OutboundUser 112/02/2010 09:52:11OutboundUser 112/02/2010 10:25:28InboundUser 112/02/2010 10:25:32Outbound
On a second sheet I have another report that shows the "user" in A, the "time" in B, the "Status" in C and the "Duration in status" in D. As follows
UsertimeStatusDurationUser 109:28:57Follow Up:00:08User 109:29:05Available, No ACD:04:17User 109:33:22Outbound Working01:08:37User 110:41:59On Break:02:55User 110:44:54Outbound Working:41:59
I am trying to write a formula that will show me if a user is making an outbound call and also showing on the Outbound working status, but unfortunatley these times will not match because one shows the time call was made and the other shows duration in status.
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Jul 10, 2014
I created a macro that extracts two columns of numbers from one workbook and need to match them to another set of numbers in another workbook. For instance i have numbers like...
18314 907
18272 64
11005 907
11005 324
..Now i need to match these numbers up with the others to find the hyperlink associated with them.
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Dec 30, 2008
I'm not sure if it's possible to do this, but I have three lists of data. One is a complete list (for example, the numbers 1-25).
The next list is a subset of the complete list (e.g., 1,3,5,7,9). Attached to these (the subset list) is another list (let's say letters, so A goes with 1, B goes with 3, etc). I want to physically move the paired entries from Lists 2 & 3 so that List 2 matches up with List
1. Let's see if I can represent this visually:
I have:
1|1|A
2|3|B
3|5|C
4|7|D
5|9|E
6|
7|
8|
...
25|
I want:
1|1|A
2|
3|3|B
4|
5|5|C
6|
7|7|D
8|
...
25|
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Oct 14, 2013
I have data collected at 2 time points. Participants have a unique alphanumeric ID that is the same at both times. I need to merge the data into one sheet where each case has all of the information from time 1 and time 2. There are many more cases at Time 1 (nearly 2000) than at time 2 (around 340).
I have prepared an example of what I need (see below), but have lots (around 300 at each time point) more variables than what has been put in the sheet.
Example.xlsx
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Dec 20, 2013
I have created two sheets: "Roles to Courses" and "Datasheet". I have attached the zip db for review - its only 314k. I need to search the Datasheet in columns N, P for values from the Roles to Courses sheet (Business Role - SAP ECC) column A and find a match in the Datasheet. When a match is found, I need the B,C,D,E,F,G,H,I,J,K columns that contains the values of the classes from the Roles to Courses sht, to be added to the field called "Training Courses" in the Datasheet.
I started a macro but wasn't sure enough to complete the commands.
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Mar 4, 2014
I am trying to match certain types of data from one datasheet to another. I want to match the address from the VOA worksheet to the local occupier. telephone number and local contact which are located on the raw data worksheet.
I have used the INDEXMATCH function but it doesn't correctly match the data properly as it fills certain fields that don't exist in the raw data.
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Jun 30, 2007
I need to match data with specific criteria. Details of the problem are as follows:
I have 2 sheets: "Main" and "Sub"
In "Main" there are 3 Important Columns: Col "C", "I" and "AF"
In "Sub" there are 2 Important Columns: Col "I' and "N".
Value in column "C" of "Main" is same as value in column "I" of "Sub", but not in same order.
Now the specific criteria:
If value in Column "I" of "Main" is not equal to "Zero", then the macro should pick up the value from the corresponding column "C" of "Main" and search for the same in column "I" of "Sub". After matching the same, it should find corresponding value in column "N" of "Sub". Then the macro should pick up the value from column "N" of "Sub" and put the value in the column "AF" of "Main".
This is basic requirement.
I am unable to retrieve the right value for the same.
Fine tuining will be:
If the value in column "N" of "Sub" is "Fully Automated" then it should only write "Automated" in column "AF" of "Main". And If the value is "Manual + ...." then it should write "Manual" in column "AF" of "Main".
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Aug 26, 2007
I'm trying to get data from one ws to another with corresponding keys, and wondering what the best and most efficient way would be to accomplish this.
INDEX...MATCH ?
Do While Not IsEmpty(ActiveCell)...ActiveCell.Offset(1, 0).Select...Loop?
Here's the setup:2 worksheets: source and target
source ws has 2 relevant col: A and K which are key/val pairs
target ws has x number of col
val from source ws are to be written in 1st avail blank col on target ws
some of the keys will exist in both ws, some only in one
if a key from source ws is not present in target ws, it will need to be added along with its val
The # of the first avail col is targetCol:
targetCol = Cells(1, Columns.Count).End(xlToLeft).Column + 1
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Sep 5, 2008
What I am trying to do is pretty simple (this is what I imagine)
I have a 4 columns
- the columns 1 and 2 contain a number of days and an associated number
- the columns 3 and 4 contain a number of days and an associated number
My formula should do this:
- if the number of days (col 1 and 3) are the same, then multiply the number in col 3 and 4 together.
- more specifically, for each number in col 1, the formula looks all matching values in col 3 and makes a simple calculation
- result displayed in column 5
Constraints
- col 1 has more data than col 3
- the data in both column are not sorted
Dim x As Integer
For x = 1 To 10 Step 1
If Cells(x, 1) = Cells(x, 3).Value Then
Cells(x, 5).Value = Cells(x, 3) * Cells(x, 4)
End If
Next x
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Jan 20, 2009
I need add a new worksheet that outputs sheet name and box 7 data for each sheet onto a master spreadsheet. I have been playing around some code but adding a third loop is a bit of nightmare and not ideal so I've just output to msgbox for testing per. Would application.match be better to use than the 'is like'?
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