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Excel 2007 : Creating a VLOOKUP formula

  1. #1
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    Creating a VLOOKUP formula

    Hi Guys,

    Can someone please help me with creating a VLOOKUP formula? Below is a summary of what I’m attempting to do. I've also attached a sample worksheet that will contain the exact fields I'm looking to compare. The worksheet contains two spreadsheets titled Carrier Data and CX Data. I need to compare both worksheets and will be looking to find discrepancies. For example, missing ssn# (would indicate either the carrier or CX did not have the ssn# on file). Also, if possible, could you come up with a summary on how you created the formula? I’ve been trying hard to get a grasp on VLOOKUP, but it’s been tough. I’m hoping to take an advanced Excel course at a local community college in the not too distant future.
    Project:
    To compare two spreadsheets within one worksheet. The data for each worksheet will come from an extract provided by the carrier and by CX (my organization).

    Goal:
    To compare the data and identify discrepancies based on the column headings and data within the columns. True/False would work for me, if that’s an option.

    Column Headings:
    ssn#
    First Name
    Last Name
    Tier
    COBRA Start Date


    Thanks Much!
    Edward
    Attached Files Attached Files
    Last edited by Edloverr; 09-06-2011 at 12:17 PM.

  2. #2
    Forum Expert NBVC's Avatar
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    Re: Creating a VLOOKUP formula

    If you can add a helper column to concat the last/first names, then you can easily use Vlookup.

    See attached.
    Attached Files Attached Files
    Where there is a will there are many ways.

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  3. #3
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    Re: Creating a VLOOKUP formula

    This is extermely helpful! Would i need to add that helper column each time? Some of the files I will be working with could have 100+ records.

  4. #4
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    Re: Creating a VLOOKUP formula

    It's only one column you add though.. you just enter the concatenation formula once, then copy it down the rows.

    That is the easiest way. It can be done without helper columns, but the formulas would be a bit more complex... using INDEX/MATCH... but there would be questions about the conditions of first/last name... is the last name unique (i.e. no duplicate last names in same file... which is probably not guaranteed, right?.. if so, we would need array formulas to combine the first/last names before comparison...)

  5. #5
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    Re: Creating a VLOOKUP formula

    Awesome!!! Thank you again for this, you have saved me hours of work!!

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