Hi All,

Due to salesforce reporting limitations they can't relate their account data very well. For instance you can

report on accounts and their assets
and
report on account and closed/won opps

What you can't do is grab account,assets and won opps in same report.

So from an excel perspective I can grab and export the data but need to match the right asset to the right closed won opp based on account. As each account has a unique ID number I can get that from each report. For instance acct name = My Donut Shop, Acct ID =388fya7HH this acct id can be pulled rfom each report so I have one common field.

What I'm trying to do is create a ISMatch or similar lookup posted in: http://www.excelforum.com/excel-gene...eadsheets.html

Bascially I want to have find the acct id that matches in .xls1 &.xls2, then take info from one clumn/field where that acct id matched and put in a new field. So for insatnce is acct id 3tftfwss matches in both .xls grab the won opp field for that match and paste in new column in .xls .1