+ Reply to Thread
Results 1 to 3 of 3

Formula to copy data from worksheet if matching data found or adding to blank line if not

  1. #1
    Registered User
    Join Date
    07-29-2016
    Location
    dallas, tx
    MS-Off Ver
    365
    Posts
    51

    Formula to copy data from worksheet if matching data found or adding to blank line if not

    I'm stumped. Nothing I've tried is working. Attached is a sample workbook. Worksheet "Clients FY18" is to keep a log of all units reported by month for the whole fiscal year by client and company. However, the entire workbook is designed by month only. As an example, the staff completes their activity for clients they served for the month of October. Any units they enter for Company One, Company Two or Company Three should transfer over to the "Clients FY18" tab under the October column. However, Clients FY18 will already have some preexisting clients, so a formula is needed to search that worksheet to see if there is an existing "ID" and then add that particular October unit to the October column on that row with the matching ID. If there is no ID found, then it needs to add the client name and ID to the next blank row as well as the company name, as indicated on the corresponding company worksheet name. Each month I will copy the previous "Clients FY18" worksheet to a new workbook for the next month. This is to keep a running total of the fiscal year's units by client and company for the staff as they open their workbook each month.

    Not every client will get a unit and each month new clients are being added.

    The attached workbook shows an example of the desired outcome with Red denoting preexisting data and Black denoting new data on the Clients FY18 worksheet.

    The original workbook has over 20 worksheets with macros and formulas, but this new addition has got me so confused and stumped, so any help is appreciated.
    Attached Files Attached Files

  2. #2
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    80,756

    Re: Formula to copy data from worksheet if matching data found or adding to blank line if

    Katiedee - before we are able to help you any further, please provide links to other forums where you have asked the same question (see forum rule #3).
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

  3. #3
    Registered User
    Join Date
    07-29-2016
    Location
    dallas, tx
    MS-Off Ver
    365
    Posts
    51

    Re: Formula to copy data from worksheet if matching data found or adding to blank line if

    My apologies. I provided the link from this forum to the other website, but didn't see a way to edit my original post here to add their URL. Below is their link:

    https://www.mrexcel.com/forum/excel-...ne-if-not.html

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Copying certain cell data from one worksheet to another on next blank line.
    By katiedee1625 in forum Excel Formulas & Functions
    Replies: 5
    Last Post: 08-17-2017, 09:25 AM
  2. delete rows if matching data not found on another worksheet
    By ssujatha7 in forum Excel Programming / VBA / Macros
    Replies: 11
    Last Post: 05-09-2014, 10:03 AM
  3. [SOLVED] Matching sets of data, need to line up, so adding rows when needed
    By jolenec in forum Excel General
    Replies: 12
    Last Post: 03-16-2014, 04:13 AM
  4. copy matching and non-matching data into new worksheet
    By sarat47 in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 02-22-2014, 12:19 PM
  5. [SOLVED] Copy Data When a Matching ID # is Found
    By PaulStamper in forum Excel Formulas & Functions
    Replies: 6
    Last Post: 05-15-2013, 02:01 PM
  6. Adding a blank row or space after matching text found
    By Tortus in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 12-13-2011, 03:45 PM
  7. Copy data from worksheet 2 to worksheet 1 if match found
    By TSSRob in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 11-18-2011, 07:54 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1