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Grouping transactions by matching key words

  1. #1
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    Grouping transactions by matching key words

    Hi Mates,

    I am looking for grouping the transactions by matching the key words which included in the description, and to return "OTHER CLAIMS" if not matched with any key words.

    Example;

    Grouping Ref;
    CODE CAT-1
    WSTKEVAL PRICE DIFFERENCE
    STKTRACN BRANCH TRANSFER


    STOCK REVALUATION FOR PRICE UPDATE WSTKEVAL 9118138-1 [Price Difference]
    [STKTRACN 334716-1] FROM JBL CON[BT#19007] TO SHJCON [Branch Transfer]


    I have attached a sample work sheet.

    Appreciated your support.

    Thanks.
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    Last edited by Sajilpulath; 04-19-2021 at 09:43 PM.

  2. #2
    Forum Moderator Glenn Kennedy's Avatar
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    Re: Grouping transactions by matching key words

    You did not explain what you expected to see as your results!

    So, as a guess:

    =IFERROR(LOOKUP(1000,SEARCH(Table2[CODE],[@Column1]),Table2[CAT-1]),"Other claims")

    in B2.
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    Glenn




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    Forum Moderator alansidman's Avatar
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    Re: Grouping transactions by matching key words

    Here is a VBA solution
    Please Login or Register  to view this content.
    How to install your new code
    • Copy the Excel VBA code
    • Select the workbook in which you want to store the Excel VBA code
    • Press Alt+F11 to open the Visual Basic Editor
    • Choose Insert > Module
    • Edit > Paste the macro into the module that appeared
    • Close the VBEditor
    • Save your workbook (Excel 2007+ select a macro-enabled file format, like *.xlsm)


    To run the Excel VBA code:
    • Press Alt-F8 to open the macro list
    • Select a macro in the list
    • Click the Run button
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    Re: Grouping transactions by matching key words

    Hi Glenn,

    Sorry if my detailing confused you, but your formula worked.
    Thank you very much.

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    Re: Grouping transactions by matching key words

    Hey Alen,

    Even though, it was the first time i am seeing a VBA code, i tried as you explained.
    But the result i got in B2 is the key words itself. What i wanted was to look the the key words from "Column F" in "Column A" and get result from "Column G".

    Kindly let me if it can be changed.

    i will wait for your reply before closing this thread.

    Anyway Thank you very much.
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  6. #6
    Forum Moderator alansidman's Avatar
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    Re: Grouping transactions by matching key words

    Change this line of code

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    to

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  7. #7
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    Re: Grouping transactions by matching key words

    Great..solved....Thank you very much

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