Assistance with 2 spreadsheets and a 3rd tally spreadsheet

Hi - can you attach a sample of your file and exactly what you want to accomplish?

Thanks

Ok - i got it using VLOOKUP

So in your how I would Like it to look file --- it will look to see if the customer has paid (Column B) and if it is Yes then it will lookup data in the sample 1 file (paid customer data) and get the appropriate item number in return.

So in C2 you will see formula =IF(B2="Yes",VLOOKUP(A2,[Sample1.xlsx]Sheet2!$E$2:$H$37,2,FALSE),"")

It will lookup the value of A2 in your "how i want it to look file" and look in your "sample 1" file in columns E(name) - H (Item 3) for that name. the 2 in the formula says once it finds it go to the 2nd column (in this case item 1).
You will notice that in D2 the 2 becomes a 3, to look in 3rd column (Item 2), etc.

Let me know if you have any questions.

So you will just have to use the appropriate file names for your files (instead of sample 1). Nothing you need to so with the sample 2 file (customer data).

Wow, Excellent thank you!!

One small thing. I need to be able to populate Column B2 with a lookup from Sample 1. So if the customer is matched on that spreadsheet then under B2 it comes up with YES and displays the items paid for. If they are not matched with Sample 1, then it just displays N/A

In the 3rd workbook (how i want it to look), in cell A2:
='[Sample2 (2).xlsx]Sheet1'!$A$2:$A$7

In cell B2, try:
=IF(ISNUMBER(MATCH(A2#,'[Sample1 (1).xlsx]Sheet2'!$E:$E,0)),"Yes","N/A")

In cell C2, try:
=FILTER('[Sample1 (1).xlsx]Sheet2'!F:H,'[Sample1 (1).xlsx]Sheet2'!E:E=A2,"")
Copy this formula down.

Nothing attached.

oops sorry! I need a break
Thank you

Hi guys
Just wondering if anyone had luck with my request?
Thanks in advance

In the 3rd workbook (how i want it to look), in cell A2:
='[Sample2.xlsx]Sheet1'!$G$2:$G$4

In cell B2, try:
=IF(ISNUMBER(MATCH(A2#,'[Sample1.xlsx]Sheet2'!$E:$E,0)),"Yes","No")


In cell C2, try:
=TRANSPOSE(FILTER('[Sample1.xlsx]Sheet1'!$F$610:$F$613,'[Sample1.xlsx]Sheet1'!$E$610:$E$613=A2,""))
Copy this formula down.

hmmm sorry guys, still no go

That doesn't tell us much. What makes it a "no go"? When I open the file I attached, it shows the correct answer. Could be the referencing of other workbooks that you need to alter to work.
I've copied the other 2 workbooks onto sheets of the same workbook to see if it looks right to you. If so, then you just need to use the same formulas, just reference the whole workbook instead of just the sheet name.

Sorry, Covid brain!
Essentially I want to paste multiple records into Sample 1 that has the customer paid data (its about 700 rows). I then want to be able to paste the up to date information on Customers into Sample2.
Then use Sheet 1 to see who has paid, who hasn't and what items they have paid for.
It only seems to do it for 3 rows, does it have something to do with this formula? =TRANSPOSE(_xlfn._xlws.FILTER(Sample1!$F$610:$F$613,Sample1!$E$610:$E$613=A2,"")) *note the 610 and 613 cells or does it have something to do with the hidden colums? I can see they start on 610 on Sample 1
I need to be able to fill down on Sheet 1 and have it pull all the results. When I fill down it just seems to replicate Colum 1
JOHN DOUGH Yes How to Basketball How to Football How to Soccer
JANE DOUGH Yes How to print #NAME? #NAME?
JACK DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?
JOHN DOUGH No #NAME? #NAME? #NAME?

Are you sure the computer you're using this on has version 365? If you're getting the _xlfn., that means you don't have access to that formula. Try updating. 365 has access to TRANSPOSE AND FILTER so you should not be getting the _xlfn. Updating to the latest 365 should fix your problem. If it doesn't, please attach the file.

Thank you, that worked! I can now match the columns with the paid customers
Now I am getting spill errors and I think it has something to do with multiple matches on the spreadsheet because customers that have paid for one item work, but multiple matches do not

Ignore that it works!!!! thank you SOOOOO MUCH!!!!!

Spill errors are when it wants to give an array output but there are non-empty cells in the way. e.g. if you have one column for item then anything which returns more than one value will give you this error.

However an obvious problem to me is what happens if you have multiple customers with the same name? This will cause errors as the formulae will return the first instance, so e.g. a new customer would look like they have paid even if they have not. Do you have a customer ID that you could use as a unique identifier?

Thanks for the comment, I have checked and all cells seem to have the right information....

Presumably you don't have 2 customers with the same name yet then

ahhh i see what you mean now.....thank you let me check!