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Formulas to check two cells in a workbook against two cells in a separate workbook

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    Formulas to check two cells in a workbook against two cells in a separate workbook

    Hi There, I am doing some Salesforce work in Excel. Essentially I have two workbooks of data. workbook 1 is data I have in Salesforce. workbook 2 is data to be entered into Salesforce.

    In each workbook there are two columns (A - Contact Name, B - Firm Name,) What I need to do is almost like a vlookup. I want to run a Formula in Column C of workbook 2 to cross check data in workbook 2.

    Essentially if the contacts name and firm name show up in a row together in workbook 1 that matches a row in workbook 2, I will see a note show up (like a vlookup) in that cell in that row in a third column.

    I am quite new with excel and I hope I am describing this well. In case not, I have attached two workbooks to describe the situation. Workbook two shows the desired result in Column C and Column D is the explanation of the result.
    Attached Files Attached Files
    Last edited by Jarviee; 01-19-2017 at 06:16 PM. Reason: Correcting title

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    Administrator FDibbins's Avatar
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    Re: Almost like vlookup on steroids for salesforce loading

    Hi, welcome to the forum

    Please take a moment to read the forum rules and then amend your thread title to something descriptive of your problem - not what you think the answer might be. (think google search terms?). Once you have done this please send me a PM and I will remove this request. (Also, include a link to your thread - copy from the address bar)

    Many members search our previous posts, and thread titles play a big part of the search. I doubt anybody would do a search based on your title?

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    Also, it often helps if yo could upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.
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    Forum Guru Pete_UK's Avatar
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    Re: Almost like vlookup on steroids for salesforce loading

    You can use COUNTIFS, like this in C2 of Sheet2:

    =IF(COUNTIFS(Sheet1!A:A,A2,Sheet1!B:B,B2),"duplicated","new")

    then copy down.

    Hope this helps.

    Pete

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    Re: Almost like vlookup on steroids for salesforce loading

    Ok. I understand I will repost. Thanks

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    Re: Almost like vlookup on steroids for salesforce loading

    No need to repost: just edit your opening thread and go advanced to edit the thread title.
    Ali


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    Re: Almost like vlookup on steroids for salesforce loading

    This didnt work. Can you see my above post. I edited it. I think it's clearer now.

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    Forum Guru Pete_UK's Avatar
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    Re: Almost like vlookup on steroids for salesforce loading

    I don't see why Chevy Follow / ABC in Workbook 2 should match with Chevy Chase / ABC in Workbook 1.

    Pete

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    Re: Almost like vlookup on steroids for salesforce loading

    Yes, You are right. It shouldn't. Row 4 col C should say "no". Also, Your original formula solved my issue! Thank you so much. I had to do some tinkering on my end, but your formula worked. Thank you! You're a hero!

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