how can i combine multiple columns from different sheets - excel

I have a large database where one column in each sheet is the same. the number of rows vary, since there are several codes used more than once. example:
Sheet 1: column 1 (client ID) --> column 2 (client name)
Sheet 2: column 1 (client ID)--> column 2 (loan ID)
sheet 3: column 1 (loan ID) ---> column 2 (loan info)
So I was hoping to get one row with client name (sheet 1) and loan info (sheet 3) plus all the pertaining information in sheet 3

If you're using Excel, vLookup or Index + Match would probably do the trick. Alternatively, you could use Access to query the results your looking for, however that would take a bit more time to setup.
In the sheet you want the data to display you would use the Vlookup for the specified person in Sheets 1 and then again on Sheet 2.
'Output
Name State Loan ID Date of service
Bob AK 112233 1/1/2001
'Formulas
VLOOKUP($A3,Sheet1!$A:$C, 2, FALSE) VLOOKUP($A3,Sheet1!$A:$C, 3, FALSE) VLOOKUP(A3, Sheet2!$A2:$C5, 3, FALSE)

Related

How to do Multi Criteria Match Index Function

I am trying to use Index/Match function to populate Column B of Sheet 1 based on the data in Sheet 2.
Sheet 1:
Below is how the sheet 2 looks like. Row 1 contains the line number. Column B and Column C belong to Line 1, and Column D and E belong to Line 2, etc.
I need to match the Project ID first. Then match the Activity Line # (Column C of sheet 1 with B1:G1 of sheet 2), then find the corresponding Activity #.
For example, on sheet one, it is asking for Activity # of Project 0000002/Activity Line 2, which should be "ES" based on the sheet 2.
So, ideally, the result should look like below
This is what I have for now, but it’s giving me a #REF! error…
=IFNA(INDEX('Sheet2'!$B:$G, MATCH('Sheet1'!C2, INDEX('Sheet2'!$B$1:$G$1, MATCH('Sheet1'!A2, 'Sheet2'!$A:$A,0),0),0)),"")
Use:
=IFERROR(INDEX('Sheet2'!$B:$G,MATCH(A2,'Sheet2'!$A:$A,0),MATCH(C2,'Sheet2'!$B$1:$G$1,0)),"")

RE: VBA - (VLOOKUP) + (VALUE +1)

I am completely new to VBA and an amateur to Excel. I am currently trying to learn VBA and so decided to set myself an achievable goal for my own progression. This project is the creation of a tool for documenting and presenting feedback.
Sheet 1, Cell B2 will be my cell range that'll be used for the VLOOKUP to refer to, this is a unique identifier.
B2:B25 is information that's brought from a table in sheet 2 via a standard VLOOKUP formula and contains all relevant information on the person the unique ID is associated with.
I am trying to add a button in C6 which looks up the unique ID in sheet 2 and adds one to the value within a specific cell.
For example: Sheet 1:
Column A Column B Column C
Problem 1 Count Button to +1
(VLOOKUP used) (Macro Button)
Sheet 2: Table Ranges from A:W
A: Employee Number (Unique Identifier)
B: Name of employee
C: Training Status
D:W: Problems 1 - 20 (With count to how many of these problems the employee has encountered / made).
I have so far discovered that:
Sheets("Sheet2").Range("D2") = Sheets("Sheet2").Range("D2").Value + 1
Works for adding +1 to the value declared in Sheet 2, D2.
What I'm struggling with is introducing a VLOOKUP function so that the button first finds the employee number declared in Sheet 1:B2 then +1 to the value.
Sheet1
Sheet 2

need to copy data from one sheet to another depending on a value of the first sheet

i have never used excel except for in college and well that was a while ago, what i have is 3 sheets sheet 1 contains all user information sheet 2 is company information and sheet 3 is company member information,
now what i need to do is this,
i need to loop through sheet 1 column K and search for what is not "Individual" then i need the value of sheet 1 column A and put that in sheet 3 column C
i also need the index of the same row that does not equal "Individual" and use that to grab the value of sheet 2 column A and put that in sheet 3 column B
hopefully that makes sense and is actually possible and any ideas would be greatly appreciated!

Match descriptions and copy/paste associated quantity

In Sheet 1, column A contains a list of product names and column B a list of quantities. The number of rows is variable and could be a minimum of 1 and a maximum of 15 (from row 62 to 76 - blank rows are automatically hidden). In Sheet 2, column A contains the same product list, but all 15 of them, ie Sheet 1 is a dynamic range and Sheet 2 is a static range. I am attempting to set up a VBA procedure whereby the macro will match the product in column A62 (Sheet 1) with column A4-18 (Sheet 2), copy the corresponding quantity from column B in Sheet 1 to column B in Sheet 2 and then move down the product list in Sheet 1, doing the same till it reaches the end of the dynamic range.
If anyone can assist or point me in the right direction, I'd be very grateful. Many thanks.

Excel VBA Lookup Methods

I have an issue that I've been scratching my head at; I've looked into the Index:Match lookup method, and V/HLookup, but I'm not sure these will help just yet. Here's what's happening:
I have two worksheets in excel-2007. One has a Customer ID column (which does and will have duplicate ID's in the instance that the customer did "x activity" more than one time in a month) and then the date that this happened in another column. The second sheet is for giving an overview of a specific day, IE what happened on 7-1-13.
The issue is that my raw data sheet is sorted via the first of the month descending, so 7-1,7-2,etc, and when I run the Vlookup, if a Customer ID has a record on 7-2 and on 7-15, the VLookup will pull data only from the 7-2 (first) row. Has anyone experienced this and found a workaround?
My current workaround would be to make either a new table for each day's data, or instead of using my VLookup of =Vlookup(A2, 'Data Sheet' A:D, 4, 0) to give the columns row numbers, like =Vlookup(A2, 'Data Sheet' A$1:D$30, 4, 0). This is a daily report, and that would be intense. Please help if you can!
(Another side note, I have one main sheet for the view, one data sheet where it's all collected, and then 30 sheets, one for each day of the month, this case being July). For each sheet, I've named them the day of the month, so I'm reflecting the data as such:
Sheets("7-1-13") has data from the 1st on it. The Data Sheet in it's entireity has data from 7-1-13 to 7-31-13. I need to reference ID's on the 1st to the data for the 1st and the 1st only.
I want to use something like this, but I'm having a hard time with it
=Vlookup(A2, 'Data Sheet', A:D (ONLY IF THE CREATE DATE OF THIS ITEM IS 7-1), 4,0)`
but of course it's not that easy :p
This may not give you your results in a format you like and still requires a bit of manual work, but without going the route of macros, I think this will get you one step closer. I thought of using an array formula to get all the IDs by a specific date.
Example:
A B
ID Date
1 5 7/1/2013
2 2 7/2/2013
3 5 7/3/2013
In this situation, I assume you want 5 from the first row to appear on your 7/1 sheet, 2 to appear on your 7/2 sheet, and 5 from the third row to appear on your 7/3 sheet
on your 7/1 sheet. you'll need to select the number of blank rows that matches your raw data (using the example above, you would be selecting A1:A3 on your 7/1 sheet). Once you have your cells selected, then enter the following formula in the formula bar and press Ctrl+Shift+Enter. This is what makes the formula an array formula.
=((Raw_DataSheet!B1:B3=DATE(2013,7,1))*1)*Raw_DataSheet!A1:A3
What this formula does is looks at all the dates in B1:B3 and finds the ones that equal 7/1/2013. Since you're using an array formula, this gives you the array {TRUE,FALSE,FALSE}. Multiply this by 1, and you get the array {1,0,0}. You now have an array that has a 1 for each row of B1:B3 that was equal to 7/1/2013. This array {1,0,0} is then multiplied by your Customer IDs {5,2,5}
5 * 1 = 5
2 * 0 = 0
5 * 0 = 0
So now your entire formula is equal to the array {5,0,0}. Since you selected A1:A3 on your 7/1 sheet, the values that should appear should be
A
ID
1 5
2 0
3 0
From here, you can always filter out the 0's and you'd just have a list of all the IDs that had the date of 7/1 from your Raw Data Sheet. You would also then replicate this for each of your sheets and just change the date in the formula...Yes, I know, way more complicated than you probably wanted but it's what I came up with!

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