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Pulling Data from One Sheet to Another with Matches

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    Pulling Data from One Sheet to Another with Matches

    HI Everyone

    I'm pretty new to excel and need HELP with what I think is a Vlookup problem

    I have two spreadsheets in the same workbook, one has 241 rows and the other has 6200 rows.

    They are set us as follows:

    Sheet 1 - Invoice, Client Number, Billed Amount, DESCRIPTION, Service Date -6200+ rows


    Sheet 2 - Invoice, Client Number, FIRST_NAME LAST_NAME Street City State Zip - 241 Rows

    I need to match up the Billed amount, Description and Service Date from sheet 1 to the clients address information in sheet 2. After which I will have one spreadsheet containing all of the info in one place. What complicates this is that a client may have multiple purchases recorded in sheet 1.

    I've been struggling with this for hours and am at a total loss.

    Any help would be greatly appreciated.

    Thank You
    Last edited by AliGW; 05-01-2021 at 12:44 AM.

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    Re: Help with vlookup

    Hi

    Post a small Excel sheet (not a picture) showing realistic & representative sample data WITHOUT confidential information (10-20 rows, not thousands...) and some manually calculated results. Just before posting, scroll down to GO ADVANCED, click, and then scroll down to MANAGE ATTACHMENTS and click again. Now follow the instructions at the top of that screen.

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    Re: Help with vlookup

    Hi grb23,

    Welcome to the forum. It's easier to provide assistance if you upload an example of what you're working with (see yellow banner at top for guidance on how to upload a document).

    Regards,

    Snook

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    Re: Help with vlookup

    I don't understand

    How can you match using the Billed Amount on Sheet1 when that field doesn't exist in Sheet2?

    Are you perhaps trying to record the names and address fields from Sheet2 and put them on SHeet1. In which case, and assuming the Client number is unique you just need to use an =XLOOKUP on Sheet1

    SO assuming the columns are in the same order then in F2 on sheet1 use

    Formula: copy to clipboard
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    That will return the First Name. copy F2 across to return the Last Name, address etc.

    The question of course is why do you need to do that. Why not keep client name & address information from transactional data. You can always combine information when you need to.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: Help with vlookup

    I have attached a sample of the data as requested.
    Attached Files Attached Files

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    Re: Help with vlookup

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not provided the required cross-post link(s) here.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important.

    (Note: this requirement is not optional. As you are new, I will do it fir you today: https://www.excelguru.ca/forums/show...8-Vlookup-help!!!.)
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    Re: Help with vlookup

    This has become more confusing.

    First of all your example workbook does not reflect your original post. The Sheets have been swapped around.
    Secondly, although there is a common invoice number 205004, none of the three client numbers for the invoice number match a client number in the Sheet1 Address file.

    Please upload a workbook that clearly shows what you start with and what you end up with, and clearly identify which is the original data and which are the results you expect.

  8. #8
    Forum Moderator AliGW's Avatar
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    Re: Pulling Data from One Sheet to Another with Matches

    Administrative Note:

    Welcome to the forum.

    We would very much like to help you with your query, however the thread title does not really convey what your request is about. Tell us what you are trying to do, not how you think it should be done.

    Please take a moment to amend your thread title. Make sure that the title properly explains your request. Your title should be explicit and not be generic (this includes function names used without an indication of what you are trying to achieve).

    Please see Forum Rule #1 about proper thread titles and adjust accordingly. To edit the thread title, open the original post to edit and then click on Go Advanced (bottom right) to access the area where you can edit your title.

    (Note: this change is not optional. As you are new, I have done it for you today.)

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