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Index and Return Results

  1. #1
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    Index and Return Results

    Hello,

    I'm hoping I can detail this correctly. I have a workbook with 2 tabs. I would like to cross reference both tabs for similar data and show the results in the last column of each tab.
    This is actually a reconciliation between 2 sets of data. The only common thread is the merchant/vendor name, transaction date and amount, the caveat being the merchant/vendor name may be similar but not exact.
    It will be a combination of all 3 (name, date and amount) that would make a match. I am matching by rows.

    Visa Tab - columns M, P, AE is where the matching data exists per row
    GP Tab - columns C, E, I is where the matching data exists per row

    In my example row 2 on the Visa tab matches row 16837 on the GP tab. These 2 rows match because the vendor name + document date + amount match. The vendor name is not an exact match but is very close. The document amount should always be the same. There should only be a 1:1 ratio meaning only 1 row from the Visa tab should only match 1 row from the GP tab

    Result: When a match is found I'm hoping to populate column BL on the Visa tab with the word "Reconciled" and column J on the GP tab with the word "Reconciled". Bonus if both rows can be highlighted so they stand out.
    Attached Files Attached Files

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: Index and Return Results

    Hi leebird,

    Because the transaction date and amount are exact matches between sheets, I created a helper column that appended both. Then using a Match function I looked for this exact match. If it is found it will show the row the match occurred on. You can use this match row in an Index function to return anything on that row. Perhaps the description so you can manually see if they are a close match? See the attached for a partial answer.

    Reconsile between two sheets.xlsx
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