Finding matching datasets in two separate spreadsheets (Excel/Pages) - excel

Using Pages (or Excel) I'd like to do the following:
I have a list of around 150 order numbers in one spreadsheet (A).
In another spreadsheet (B) I have a database of all customers (thousands) including their order numbers and their email addresses.
I need to find a way to match the order numbers in (A) with the associated email addresses in (B), i.e. I need a list of all email addresses of the orders in list (A).
I'm not very good at Excel/Pages. Does anyone have an easy solution for this? Thank you!

This is a common =VLOOKUP scenario. Without knowing more about the specific details of what you need it's difficult to write something for you.
As you say you're not very experienced I would recommend using the Insert Function Wizard to put something together, have a look at this guide on how to create a vlookup formula through the wizard: http://www.howtogeek.com/howto/13780/using-vlookup-in-excel/

Related

Dynamically generate list of payment dates considering first/last date and client - ideal for controlling receivables of SaaS and recurrent contracts

I'm building an accounts receivable sheet in Google Sheets.
I would like to register the clients and their contract characteristics (client, payment frequency and price) in one sheet and I would like to dynamically generate the payment dates in another sheet.
The input sheet would look like this:
The output sheet would look like this:
I think it might be something in the QUERY and ARRAYFORMULA universe but I don't know how to configure it. Is there a way to dynamically generate the combination of Date and Client, taking into consideration first and last payment dates?
Sample in this link. If you'd like to use, please fill free to create a copy for yourself and post it in your answer.
Creating a 2D array of concatenated strings of dates and values can be a good first step in these kinds of problems.
I've demonstrated the idea in a tab called MK.Help on this sheet that I also shared in the comment above. This formula can be found in cell A2 and is generating the whole list:
=ARRAYFORMULA(QUERY(SPLIT(FLATTEN(Input!A2:A5&"|"&Input!D2:D5+SEQUENCE(1,CEILING(MAX(IFERROR((Input!E2:E5-Input!D2:D5)/Input!C2:C5))),0)*Input!C2:C5&"|"&Input!E2:E5),"|",0,0),"select Col2, Col1 where Col2<=Col3 order by Col2"))
Once you have the data in a big 2D array, you can flatten it out and then split it into it's component parts to make it query'able. I've tried to outline the process to the right of the solution.
#MattKing's answer was really good but I particularly had problems since all my inputs would have dynamic sizes and doing his step by step I couldn't figure how to adapt to this situation.
So, using a lot of Matt's inspiration and some extra research (including this new question) I came to a solution that worked better for me, using multiple pages to come to a final result. Not so classy but works.
I left my solution available in this sheet.
Even though, I've chosen to accept Matt's answer since it worked, it helped me, it looks "more pythonic" and maybe the need to be so dynamic wasn't so clear in the question.

How do one extract information from a dynamic table, automatically through excel functions?

I have been searching high and low for a way to solve my dilemma, in different ways, so I am trying to post both of the things I've been trying to do:
The challenge version 1:
I want to extract the entire row with information tied to the name which is the latest entry of that name in the table. So from the table below I would want to collect the entire row which contains the information: "A, Jack Black, 01.01.2029, 10:20". I simply want to copy the entire row to another sheet. But one important factor is that it has to happen automatically.
So i need functions which can check if: Is there another entry with the same name, higher up in the table? If so, DO NOT COPY THE ROW. If there ain't another entry with the exact same name higher up in the table, COPY THE ENTIRE ROW, to another table, within another sheet.
The challenge version 2:
What I really want to do is count the number of unique people(unique names) per. department, and summarize this in another table. Basically this means that "Jack Black" should be counted as 1 person, in department A.
So the result I want, is a table looking like this (the one beneath), where the number of people does not contain any duplicate people (names). OR it does not function with a dynamic table, which updates the information it contains on the fly. I can make this happen if I am copying from a static table, but as stated above, the table is dynamic and updates with new information every minute...
So far i've tried excel's built in filtering, but this does not work automatically. I've also tried using functions like in this guide: https://excel-bytes.com/how-to-extract-a-dynamic-list-from-a-data-range-based-on-a-criteria-without-filters-in-excel/. However every solution i find seems to need criteria for filtering out duplicates or does not function when copying information from a dynamic table.
Does anyone know how to reach my desired result, without implementing criteria for selecting the rows or counting rows as stated above? VBA code is not an option at the moment :(
In advance, THANK YOU, I've really tried solving this, but I feel like this just might break my head wide open soon if I can't solve it. HEEEEELP!
Sincerely
haakonlu

Crop order scheduling in excel

I am looking for some advice, I have a small micro green business and I have an excel sheet that breaks down the seeds, seed batch amount required, yield etc and so on.
I want to create a tab where I can input a customer order, I then want excel to schedule that order based on the information contained above in a calendar format on a tab.
I also want excel to calculate the amount of seed required number of trays and assign the tray a number. All trays are number in this format "A123, A124, A125" etc.
I'm also keen for excel to then assign the seed batch to the order and a tray number to the order.
Firstly is this possible, I've used excel a fair bit from my previous work experience but this is quite new for me and I am keen to learn so if someone could point me in the right direction on a possible method and what I should be looking at!
It sounds like you are looking for a data(base) structure for this challenge. Yes, that could be done in Excel, some VBA skills will probably come in handy if you want to achieve it automatically. As a first step, you could e.g. set up something like this:
Mockup of a data structure
So you would at least need one table where you enter your orders, one list of trays and one table where you link your incoming orders to the trays. You might need more columns than I added in my mockup.
Hope that gets you started

Single Use List - Excel

I'm after a way of preferably using VLookup to return information and once returned, have the source information unavailable for the same lookup.
e.g. If I have a list of names I have not used in seating for an event, I will want a formula which can look up this information WITHOUT entering the same name more than once. I'd rather not do a drop-down option as requires selecting the entry and I want my whole table to be an self-filling database.
I've about 20 nested IF functions going on in one cell so ideally something that could fit in there easily? Ill take anything honestly :P
Thanks in advance

Grouping rows by area codes

I have a table of customers to which my company ships products. The problem is that these customers need to be sorted by their area codes, so that the products can be sent to the appropriate shipping companies (we have two partner companies that ship to certain parts of the country). Each company sent us a list of area code numbers to which they can ship and I need to divide the Excel sheet into two sheets, each containing the customers with the area codes compatible with the respective company.
I tried to solve this problem with VLOOKUP function, but it only works on individual row basis, and I need a solution that will find all rows that contain a number from the specified group of area codes.
Another way would be IF function that would put a True or False (one IF function for each company) value in new column and then I could sort by that value, and copy the data into a new sheet. This approach would work, but the IF function would be extremely long and hard to control.
Can you suggest a way to solve this problem?
Edit to incorporate details provided via Comment:
Presently I have about 5,000 rows but in future it might be more though I doubt over 10,000 rows.
A VLOOKUP seems very promising, of the kind =VLOOKUP($B2,F:G,1,0) in C2 copied across and down as required, with a layout as below:
This does not group as you say you require (but do you really need to?) because it seems possible some locations will be served by both shippers. You might resolve this by flagging those rows where both are viable and then by sorting to split into three groups (Shipper1 only, Shipper2 only, both) before transferring the ranges as desired.
Edit in response to OPs comment
If you can be certain there is no overlap between Shippers, a single column with this formula, say in E2copied down, might be preferable:
=IF(ISERROR(MATCH(B2,F:F,0)>0),"Shipper2","Shipper1")
and would not routinely show #N/A. (This assumes no area is outside the range of both shippers.)

Resources