Search specified row for specific text - excel-formula

If Text"A" from WorkBook1 is found in ColB in WorkBook2, search a range of columns from the ROW from WorkBook2 in which Text"A" was found to find Text"B".
Essentially, I have two spreadsheets, linked by a common identifier (Person who completed the job). In WorkBook2, people can be certified for a myriad of different tasks and their certification codes are stored in columns AN:HP. WorkBook1 contains completed jobs, which person completed the job, and what the type of job was. I want to search WorkBook2 to see if the person who completed the job was certified for that type of job. The difficulty is that each individual can hold up to 20 different certification codes.
I currently can find the row in WorkBook2 where the person (Text"A") is listed from column H in WorkBook1 =MATCH(H2,'[WorkBook2]Sheet1'!$B:$B,0) Now I need to use that row number as the array to search in WorkBook2 for certification type (Text"B") found in [WorkBook1]Sheet1'!T2

You've managed to get the first part right which is to use a MATCH() to return the row where the person is listed. You can use the OFFSET() function to create a dynamic range based on that row number.
OFFSET() take a range and then offset it by a number of rows or columns.
OFFSET(reference, rows, cols, [height], [width])
So you could create a reference to the row you want with
OFFSET([Workbook2]Sheet1!$AN$1:$HP$1,MATCH(H2,'[WorkBook2]Sheet1'!$B:$B,0)-1,0)
This works by setting a starting range as AN1:HP1 and then shifting it down by the row number returned from the MATCH less 1. If we didn't subtract one we would overshoot by one row.
You can then use a match to find the certification.
=MATCH(T2,OFFSET([Workbook2]Sheet1!$AN$1:$HP$1,MATCH(H2,'[WorkBook2]Sheet1'!$B:$B,0)-1,0),0)

Related

Using two values in a sheet to filter and return values from a table in another sheet

I'm fairly new to coding and i've been googling around for the last few hours trying to solve this problem but it seems to be a little beyond what i'm able to do so i would be very grateful for some help
In Sheet1, I have a table which has columns between M - CV (175 columbs). For each column, i have an "ID number" value in row 3. From Row 6 to the end of the table, i have several "search terms" separated by commas in the column CV
In Sheet2, the corresponding "ID Numbers" are in column B. Column AN contains strings.
For each ID Number value in sheet1, i'm looking to find find all the corresponding cells in sheet2 where the ID number in Column B is the same, and Column AN of sheet2 contains at least one of the "search terms" in column CV
For each ID number, i'm hoping to join the entries in Column AN of sheet2 which match the criteria above and paste them into Row 5 of the respective column in Sheet1
I've gone around in quite a few circles trying to do this and i'm back to square 1 with no code to show for it.
I've tried to research both the autofilter function, and using for loops. The research i've done indicates that for loops are rather slow to run for a large data set.
I'm hoping to find a solution which is as easy to read and understand as possible
I hope i've given enough information for everyone to understand and help
THank you in advance
My Excel subscription has expired an I've started using Google Sheets for most of my spreadsheet work, so I tested this there. Some conversion may be required. I did this using formulas, not VBA also, not sure if that changes things for you.
If I understand correctly, you have two sheets with a shared key column, sheet 1 contains search terms across multiple columns, and sheet 2 contains search terms comma delimited in a single column.
With this setup we want to bring the search term column of sheet 2 into the correct row of sheet 1 by key using VLOOKUP. I made a named range in sheets which contained all my data on sheet 2 and called it "dst". My formula was then =VLOOKUP(A2, dst, 7, true) since my key in sheet 1 was in column A, dst was the range I was searching, my column with my delimited search terms was column 7 in relation to dst, and I had ordered sheet 2 by key. I pasted this formula relatively down all rows as needed.
We want to construct a regex string using our search terms across multiple columns in sheet 1, into a single cell. I used =JOIN("|", B2:E2) on sheet 1 since my search terms were in columns B:E, and this resulted in a regex that looked like this for me: alligator|dog|rabbit|lizard where alligator, dog, rabbit, and lizard, were all search terms in that row. Paste down relative as needed.
We want to run our regex against our search target cell containing the comma delimited search terms. I ran =REGEXMATCH(F2, G2) where F2 was my delimited search terms from sheet 2, and G2 was my constructed regex for the row. Paste down relative as needed.
A screenshot of my completed sheet 1:
Once you know which cells have matches you can do whatever you want.

Data consolidation using Columns

We sell our product via a number of different retailers. These shops send us reports of what they have sold and we need to import this into our new stock management system as a master file.
The stores do not and will not provide the data in a uniform way based on our desired template.
I therefore need a way of consolidating ranges of data that without having a unique ID for each line, with minimal manual formatting from the data importer to help save time.
http://s14.postimg.org/arslbnnxt/excelconsolidation.jpg
As you can see in the 2 examples above, nothing is in the same order and some of the supplied fields haven't been used. The column headers are static, only the data is actually pasted.
I've tried using the Excel Data consolidation tool but the SUM function just wants to add everything up or simply reports a single value, I've played with Vlookup but I then need to dedicate a number of rows to each store which results in lots of empty rows.
If you can point me in the right direction I'm more than happy to research the tool or function I need, web searches keep bringing me back to the consolidation tool.
Many thanks,
Since you say that column headers are static, you actually do have a unique ID.
The task can be accomplished by using HLOOKUP with Column headers as lookup value.
However, the formula will depend on how you organize or store input sheets from different stores.
Here I have tested a setup where each store input is pasted in consecutive sheets starting from 'Sheet1'. i.e. Store1 in Sheet1, store2 in Sheet2 ... with row 1 containing header.
Then in consolidated sheet using helper columns for identifying sheet and row number, the formulas look like this
in A2 =IFERROR(HLOOKUP(A$1,INDIRECT("Sheet"&$H2&"!A:O"),$I2,0),"")
in H3 =IFERROR(IF(INDIRECT("Sheet"&H2&"!A"&I2+1)="",H2+1,H2),"") (if no more records, increment sheet number)
in I3 =IFERROR(IF((H3-H2)=0,I2+1,2),"") (if sheet number changed, reset row number to 2)
Initial value for H2 = 1 , I2 = 2
Test file: Storefile

EXCEL: How to merge 2 sets of customer data

I am sure this question has a really easy answer, but after extensive research I have somehow not found what I was looking for. I am not an excel pro, but do have some experience with it.
Basically I have 2 sets of data that is indexed by customer account number and gives certain values, such as sales, profits, costs etc in the one file and sales rep responsible, amount of times contacted in the other file.
My goal now is to get these two files into one, so that I have the customer ID in the first column and all the data respective to that customer number in the columns next to it on one sheet.
However the customer numbers from the two sheets are not sorted in any way so I cant just copy and paste it and i am dealing with quite a large data set so I cannot just do it manually. additionally there are more customers id's in the first sheet than in the second, since some data is missing for a certain amount of the customers.
How can I basically automatically merge the data belonging to each customer so that it ends up being displayed in one row?
I recommend that you approach the merging of these two lists by creating a 3rd, comprehensive listing, which pulls from your raw data files.
Setting up your new Results Sheet
Assume that one list is in Book1, sheet1, and the other list is in Book2, sheet1. Open up a new excel file. Put the headers along the top. Next, you will create an index which shows all unique customer ID numbers, sorted by number. This will only work if there are no duplicate ID's (except for the ones which refer to the same cusotmer).
Copy the Customer ID column manually from Book1 into the New book. Copy the customer ID's from Book2 manually, underneath the Book1 customers, in the same column in the New book. Highlight the customer ID column. Go to the Data ribbon, then Remove Duplicates. Then rightclick your data and click 'sort'. This will leave you with an ordered customer ID column, and all other fields under the other headings will be blank.
Vlookup Formula
Next, you will use 2 vlookup formulas, similar to what #StaceyBurns recommends below. Vlookup takes a specific unique value, and looks for that value on the leftmost column of a datablock. Then it finds the first time there's a match for that value, and returns a value from a cell on that row, a given number of columns away. So for example:
=VLOOKUP(A1,B1:D5,2,FALSE)
Says: Take the unique value found in A1, look for that value in column B, from row 1:5, and return the 2nd column's result out of the datablock B:D (column C). So if A1 was the same as B3, this formula would provide the result for C3. FALSE means it would try and approximate your value if there's no match.
Assume customer indexes for all files are in column A. Assume also that all other headers are in the same order, let's say from A1:H1. Your formula to use VLOOKUP in the new workbook would be as follows - put this in B2:
=VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,column(),FALSE)
This gives you the matching amount under Sheet1's column B header, where Sheet1!'s customer ID matches the customer ID shown in cell A2 of the New book. However, we need to know whether it was able to properly pick up a value from Book1 - because we know that some data is incomplete. So, let's check if the above result is either a number, or text:
Determining if Results are found in Sheet1
=OR(ISTEXT(VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,COLUMN(),FALSE)),ISNUM(VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,COLUMN(),FALSE)))
This will return TRUE if the result is either a Number, or Text. So it will return FALSE if either no match is found for that ID number on Book1 Sheet1, or if the result is a blank cell. So now we put that inside of an IF statement - if it returns true, we want the result from Book1. If it returns false, we want to attempt to pull the result from Book2, through the exact same formula. This whole thing will look like this:
Final Formula
=IF(OR(ISTEXT(VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,COLUMN(),FALSE)),ISNUM(VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,COLUMN(),FALSE))),VLOOKUP($A2,[Book1.xlsx]Sheet1!$A:$H,COLUMN(),FALSE),VLOOKUP($A2,[Book2.xlsx]Sheet1!$A:$H,COLUMN(),FALSE))
Now, it will try to find the match from Book1 - if there's no match for the ID, or if the match returns a blank value for that header, then it will try to find a match from Book2. If it finds no match there, it will return #N/A! (which shouldn't happen, because that means you've deleted one of the customer ID's that we pulled directly from Book1 & Book2). It might return a blank cell if that data piece is not in either sheet. This formula can be copied from B2 all the way to the bottom right of your data block in your results sheet.
You can use the VLOOKUP function on the first sheet to bring the data from the second sheet in.
So for example, take an empty column on your first sheet and add the VLOOKUP function which looks like this:
=VLOOKUP(cell to lookup,
set of data on 2nd file,
column index on 2nd file of data you want,
TRUE/FALSE Boolean to ask for either close match or exact match )
If your Customer ID is in column A and your second sheet looks like this:
A1 Customer ID
B2 Sales Rep
C3 Number of Times Contacted
then you would do a look up first for the Sales Rep:
=VLOOKUP(A1,Sheet2!$A$1:$C$15,2,FALSE)
Then double click on the bottom right corner of this cell to populate the formula for all your rows.
Then do the same in a new cell for the Number of Times Contacted:
=VLOOKUP(A1,Sheet2!$A$1:$C$15,3,FALSE)
(Note I used C15 as an example in the above VLOOKUP. It should be the number of rows you have on file 2)
More info:
https://support.office.com/en-us/article/VLOOKUP-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1

Complex Lookup Function in Excel using 4 different lookup parameters

I am working on a project within an excel database and am trying to match 4 different properties which all have their own columns (A,B,C,D) to find a corresponding value on a different page (Sheet2!). One sheet 2 the values are once again found in their own columns (B,C,D,E) and if all of the values match I then want the value in column A Sheet2! to be displayed in column E on sheet1!
The problem is is that often times the values on Sheet1! will be able to match up with as many as 12 different unique rows on Sheet2! making this incredibly difficult with only intermediate experience in VBA. There can be duplicates that match all of the criteria. And for when this happens I would like to return the first item that matches, as long as a previous match was not made on that item.
To give you more information we have given products different values that designate where they belong based off their velocity. This has split them up into Section#, ShelvingType, Verticle, and Horizontal Location. And we are looking to match these values to the values of our previously existing locations that we have that have corresponding(matching) numbers or text values.
To go into even more detail, on sheet one we have the products with values on where they should go. One sheet two with have pre-existing locations for which products can go that have values that are represntative of that location. So, we want to take the products NEW location values off page one and match the existing location values on page two. The problem is that for every location there are up to 12products that could go there. So, we want to go in order saying that product1 goes in the first location with matched values while product2 goes in the next location with matched values, and so on and so fourth
Edited to remove previous responses
Based on your further elaboration, if I understand correctly, I agree with the comment left by #Aaron Contreras. You should create helper columns which show a 'unique ID' where all criteria match, as well as an additional helper column which increases as more items of the same criteria code are found. This will become the 'ultra-unique' ID for that item.
At this point I don't think array formulas will be possible, though I will leave in the answer which provides the result of the first matching criteria without further eliminating 'previously used' results. This could likely be further refined, but I doubt it would be more elegant than simply using the helper columns shown in my response below. At least, I can't figure out how to do it elegantly.
To summarize my assumptions:
-Your available space is in sheet1; column A contaions something like the location of that available space, and columns B-E contain criteria for anything which will be stored there.
-Your new list of items to be placed in a location is in sheet2; columnA will be where our formula goes, showing the available location to put that item.
Enter on Sheet1
In column F on sheet1, drag down this formula:
=B1&C1&D1&E1
This will create a unique ID key to be searched in the future.
However, as there will be multiple hits for the same criteria on sheet1 (because multiple locations can hold the same thing), we need to make each row 'more unique' by showing how many times that criteria combination has already occurred. This formula will thus go in column G on sheet1, starting in cell G1 and dragged down:
=F1&countif($F$1:F1,F1)
As you drag it down, this will count the nth time that the specific combination of criteria has appeared on sheet1.
Enter on Sheet2
Create the same columns in sheet2, in columns F & G. The formulas will be exactly the same, they will just refer to sheet2 instead of sheet1.
Then the formula in column A in sheet 2, dragged down from A1, would be:
=index(sheet1!A:A,match(G1,sheet1!G:G,0))
This will find the first time that all criteria match from sheet1, for the nth time that this criteria has been used on sheet 2.
Let me know if there is anything here I've missed.
Unfinished array method
Again, array responses are possible, but for your purposes likely unnecesarry; you should probably have a unique ID for all combinations anyway. However, in case you want to use the array method, you can like so (does not account for multiple locations being used; left for reference only if you want to take this up):
In sheet2, enter the following formula [confirmed with CTRL + SHIFT + ENTER instead of just ENTER, every time the formula is changed] on the row 1, with the different criteria (and copied down):
=index(Sheet1!A1:A100,match(1,(Sheet1!B1:B100=B1)(Sheet1!C1:C100=C1)(Sheet1!D1:D100=D1)*(Sheet1!E1:E100=E1),0))
This uses the inherent boolean logic of "TRUExTRUE = TRUE; TRUExFALSE = FALSE; FALSExFALSE = FALSE", to find the first row where there is a match of all criteria. Note that I have not made this go all the way down all columns, as with Array formulas this is a significant resource hog.
Assuming that your data starts from 2nd row (1st row for lables):
{MATCH(A1&B1&C1&D1,B2:B100&C2:C100&D2:D100&E2:E100,0)}
The above is an array formula, so you don't have to input the curly brackets {.
Simply press Ctrl + Shift + Enter after typing the formula
More info

Macro to do a VLOOKUP that searches for specific column names to input specific information

I need some help with a macro/vlookup. Originally, I recorded the macro and just did the VLOOKUP manually thinking that would always work. Lately, it hasn't been functioning properly (and I'm not sure why except that it's possible columns are not always in the same place from time to time). Is there a way to write this macro out so that it will work each time?
Here is what I'm trying to do:
I have a master spreadsheet and a vacancy spreadsheet. The master spreadsheet has information that I need to move to the vacancy spreadsheet. Not everyone on the master spreadsheet is listed on the vacancy spreadsheet (and vice versa) nor is either in a specified order. I already have a macro that adds the column names I need to the vacancy spreadsheet so that's set. I just need to get the information in there.
I want something that does the following:
Take the employee number from the vacancy spreadsheet and search for it in the master spreadsheet, then copies the information from specific column names (off the Master spreadsheet) into the columns (of the same name) on the Vacancy spreadsheet
Ex: employee number 12345 is on the vacancy spreadsheet. The macro searches the Master Spreadsheet for employee number 12345, then moves the information (within the Master Spreadsheet) from the columns Category, Center Name, Job, Location, Code, Tracking, Reason, Salary over to the columns of the same name on the vacancy spreadsheet.
There are many more columns that I need the information from, but that's a sampling. These spreadsheets are huge with tens of thousands of rows of data. Any assistance you can offer would be greatly appreciated!
I hope this all made sense.
Edit based on workbook file examples
In the SAMPLE Milestone Report.xlsx file, column M, place the following formula:
=INDEX('[SAMPLE Master Active.xlsx]Sheet1'!$1:$4,MATCH($A2,'[SAMPLE Master Active.xlsx]Sheet1'!$A:$A,FALSE),MATCH(M$1,'[SAMPLE Master Active.xlsx]Sheet1'!$1:$1,FALSE))
You can then copy & paste this formula across the remainder of the rows/columns. Some of them are going to return #N/A because the column labels don't match exactly. A similar error would return if the Employee Number could not be found.
The Index function refers to rows 1:4 of the Master Active workbook, sheet 1.
The next argument uses the MATCH() function to find the row # of the employee number in column A of the Master Active Workbook, sheet 1.
The next argument uses the MATCH() function to find the column # of the column label, in Row 1 of the Master Active workbook, sheet 1.
So this way we are able to refer to the range containing all data in your Master Active workbook, and dynamically identify the ROW in which the employee number exists, and the COLUMN in which the column label exists. The Index function then returns the value from this intersection.
Original Answer
The VLOOKUP function requires three arguments with an optional fourth argument.
Lookup_Value - this is the value you're searching for
Table_Array - this is the range/table in which you're searching for lookup_value
Column_# - the formula will return the value in matching row, for this column #, within the table_array.
Range_lookup (optional) - tells Excel whether to return an approximate match or an exact match. I have never needed to use approxiamte match, so I always set this to False.
What you need to do is make the Column_# a dynamic value, based on some other criteria. You can probably do this with the MATCH() function.
The following examples use worksheet function conventions, but shoould easily translate to VBA.
=VLOOKUP("steve", "A:C", 3, False) will return the value in column 3 from the row where "steve" is found in column A.
But assuming your data will not always be in column 3... lets say you are looking for "Category" and it might be in any column, but you know that the ccolumn labels will be in row 1. Then, instead of "3" in the VLOOKUP... formula, you would do:
Match("Category",'Vacancy_Sheet_Name'!1:1, False)
so your end resulting formula would be:
=VLOOKUP("steve", "A:C", Match("Category",'Vacancy_Sheet_Name'!1:1, False), False)
In vba, this would be:
= Application.WorksheetFunction.Vlookup("steve", "A:C", Application.Match("Category",Sheets("Vacancy_Sheet_Name").Range("1:1"),False), False)
An important note: With VLOOKUP it is ALWAYS looking in the first column of Table_Array for the Lookup_Value. If the structure of your data has changed, and the lookup_value is no longer in the FIRST column, VLOOKUP is not the appropriate function to use. In cases like these, it will probably be necessary to use a combination of INDEX() and MATCH() functions, because VLOOKUP will not work.

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