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Move data from sheet 2 to sheet one by matching "Family ID" numbers

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    Move data from sheet 2 to sheet one by matching "Family ID" numbers

    Hi!
    I have two excel sheets, the first sheet has a Family ID column, as does sheet 2. Sheet 2 has the Family ID along with the balance. I would like to move the balance to sheet one, but it has to be in column I and reference the family ID.
    For example:
    Sheet 1:
    Student last name | student first name | student ID number | lunch ID | Family Name | Family ID | School ID | Grade | Lunch Balance
    Anderson Jim 10105232 3233 Anderson 8344 020 09

    Sheet 2
    Family ID | Family Name | Balance
    8344 Anderson $33.23

    Also I need to change the lunch ID to the last four numbers of the student ID...for example Jim Anderson's lunch ID number needs to be 5232

    Thank you so much!!

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    Re: Move data from sheet 2 to sheet one by matching "Family ID" numbers

    Hi,

    Re 1.
    Use Data Advanced Filter, copy to another location

    Re 2. In D2 of sheet 1 copied down
    =Right(C2,4)
    Richard Buttrey

    RIP - d. 06/10/2022

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    Re: Move data from sheet 2 to sheet one by matching "Family ID" numbers

    Thank you Richard. I am not super familiar with the advanced filter. What do I put in for "List Range"? Is that Sheet 2 (balances)? and Criteria range Sheet 1 Family ID?

    Thank you for your patience!

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    Re: Move data from sheet 2 to sheet one by matching "Family ID" numbers

    HI Richard, I got Re. 2, thanks for your help.

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    Re: Move data from sheet 2 to sheet one by matching "Family ID" numbers

    Hi

    List Range is the range of data from which you want to extract records. In your case Sheet 1
    Make sure you include all the column headers in the range.

    Debra explains it all here http://www.contextures.com/xladvfilt...l#createfilter on her web site. Your situation is specifically covered by the 'Extract Data To Another Sheet section about 5 pages down.

    Using Advanced Filtering is a very common and extremely useful facility and you will be well rewarded if you study it. It's even more powerful when you automate it with a simple line of macro code. Using a macro means you can manually pick a field value from a drop down list in your criteria cell and immediately extract the filtered data - but that's for another day. And whilst your on Debra's site check and if you're not already familiar with Named Ranges, check that subject out too.

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