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Match and Add info from separate workbooks with different formatting. xlookup not working

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    Match and Add info from separate workbooks with different formatting. xlookup not working

    Hey All,

    I have 2 workbooks where I have a primary key identified and I want to bring a specific set of information over from the other workbook with the least amount of manual manipulation possible. In simple terms the Primary Key is listed as 'Set' in one workbook and 'Name' in the other. I need the 'code' to be matched and brought into the other workbook.
    The sample workbook attached is a dumbed down version but I did include most of the variation seen in the 2 workbooks (blanks, duplicate codes, duplicate names, not the exact same number of entries, not every code has a match and not every name/set has a code, etc.).

    I realize that with a bunch of manual manipulation this is not a difficult task, the key here is to ideally bring the workbooks together into 2 separate tabs, insert function, define the arrays, and voila. The further the solution gets away from this level of simplicity the less likely it becomes feasible to do.

    Sheet 1 - Blanks, duplicate names are intentional, not in order of any sort is intentional. I need the code from Sheet 2 in sheet 1. The real sheet has about 6000 rows and 20 columns
    Sheet 2 - Same as sheet 1, the blanks, order, names, etc. are all intentional. The real sheet has about 25,000 rows. A easy step would be to remove the 'generic form' duplicate names with different codes if this causes havoc with a function.

    I thought xlookup would do the trick but havent been able to get it to work(Transparency: I haven't used xlookup before). Just get the attached error. I havent tried embedding either.

    Thanks for the help!
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    Forum Moderator alansidman's Avatar
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    Re: Match and Add info from separate workbooks with different formatting. xlookup not work

    I did not delete duplicates as I could not see that you wished this. I have created a solution using Power Query

    1. Load each table to the PQ Editor
    2. Join the two tables on the common field.

    Look at the attached file to view the steps in Power Query and the results that are shown on the first sheet.

    Power Query is a free AddIn for Excel 2010 and 2013, and is built-in functionality from Excel 2016 onwards (where it is referred to as "Get & Transform Data").

    It is a powerful yet simple way of getting, changing and using data from a broad variety of sources, creating steps which may be easily repeated and refreshed. I strongly recommend learning how to use Power Query - it's among the most powerful functionalities of Excel.

    - Follow this link for an introduction to Power Query functionality.
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    Alan עַם יִשְׂרָאֵל חַי


    Change an Ugly Report with Power Query
    Database Normalization
    Complete Guide to Power Query
    Man's Mind Stretched to New Dimensions Never Returns to Its Original Form

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