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Formula to extract data from rows in two worksheets

  1. 07-29-2019, 12:11 PM #1
    Naval11
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    Formula to extract data from rows in two worksheets

    So we have tab 1 and tab 2 and I am looking to pull various bits of information from both tabs to form the one summary page.

    For example, tab 1 will have one line for each person, but tab two will have various lines for the same person, this is driven mainly by column O 'Question' with the answer in column S.

    Is there a way to do this, perhaps from copying down the policy numbers on the summary in column A, we can extract the various column info in tab 2 to the summary?

    Please see attached example.
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  2. 07-30-2019, 03:47 AM #2
    Olly
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    Re: Formula to extract data from rows in two worksheets

    This looks like a straightforward merge and transformation using Power Query (Get & Transform Data) - but your requirement is not clearly enough defined to actually write the query, yet.

    You need to either improve the definition of the required outputs and / or improve the relevance of the sample data.

    I can guess that output column "BSI" relates to Product Risk = Buildings (or perhaps Product Sub Risk?), Question = Sum Insured - but there's inadequate data / definition to establish the other columns.

    Don't forget - you are close to your data and business logic, but we're not - we only have what you post, to work with
    let Source = #table({"Question","Thread", "User"},{{"Answered","Mark Solved", "Add Reputation"}}) in Source

    If I give you Power Query (Get & Transform Data) code, and you don't know what to do with it, then CLICK HERE

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  3. 07-31-2019, 12:22 PM #3
    Naval11
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    Re: Formula to extract data from rows in two worksheets

    Thanks for the reply.

    I am not familiar with Power Query yet.

    Is there not a way to use index match and offset to achieve this? I would like to end up with a template that can be used over and over.
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  4. 07-31-2019, 12:27 PM #4
    AliGW
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    Re: Formula to extract data from rows in two worksheets

    Only if you answer the questions.

    By the way, a PowerQuery solution can be used over and over as well.
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  5. 07-31-2019, 01:24 PM #5
    Naval11
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    Re: Formula to extract data from rows in two worksheets

    Hi

    Please see attached 'Example2'. I have added comments in red bold in sheet 1 row 2 above headers.

    Is this ok? I have mixed up any personal data contained within so everything is now essentially dummy data.
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  6. 08-01-2019, 05:46 AM #6
    Naval11
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    Re: Formula to extract data from rows in two worksheets

    Is this ok?
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  7. 08-01-2019, 06:04 AM #7
    AliGW
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    Re: Formula to extract data from rows in two worksheets

    No - it's far too big and there are no expected outcomes.

    Provide a cut-down version (say 10 rows of data on each sheet) and manually mock up the result sheet as you want it to appear.
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  8. 08-01-2019, 10:19 AM #8
    Naval11
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    Re: Formula to extract data from rows in two worksheets

    Ok sorry about that. Please see Example 3. Hopefully makes sense.
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  9. 08-01-2019, 05:11 PM #9
    Naval11
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    Re: Formula to extract data from rows in two worksheets

    Is that better?
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