+ Reply to Thread
Results 1 to 3 of 3

Formula to align two columns with nearly similar text and attached numeric columns

  1. #1
    Registered User
    Join Date
    01-24-2012
    Location
    Tampa, Florida
    MS-Off Ver
    Excel 2007
    Posts
    3

    Formula to align two columns with nearly similar text and attached numeric columns

    Hi all,

    I've found this forum after hours of google searching and researching. I've seen some fantastic examples that I've tried to amend to work for my situation, but am failing miserably.

    Here's my issue:
    Sheet 1: monthly insurance invoice, column a- names (last first) & column b- premium amount charged
    Sheet 2: diffed internal report, column a- names (last first) & column b- premium amount deducted
    The name spelling doesn't always match due to middle initials, and sheet 1 usually contains more names than sheet 2. The amounts must travel with the names, but I need one final sheet that has each name matched up and combined when matched, and blank spaces where data is missing from the opposing sheet. I'm working with several thousand rows on each sheet.

    If there is a better way of displaying the final result, or even trimming off the middle initials at the end of the name cells- I'd be happy to try that as well!

    I've attached an example workbook of what it starts out as and what I need the result to look like.

    Any help would be so very appreciated.

    Thanks again!
    Attached Files Attached Files
    Last edited by Benefits Recon; 01-26-2012 at 09:16 AM. Reason: Edited for clarity.

  2. #2
    Registered User
    Join Date
    01-24-2012
    Location
    Tampa, Florida
    MS-Off Ver
    Excel 2007
    Posts
    3

    Re: Formula to align two columns with nearly similar text and attached numeric column

    Shameless bump... any thoughts or input would be truly appreciated!

  3. #3
    Forum Expert nilem's Avatar
    Join Date
    10-22-2011
    Location
    Ufa, Russia
    MS-Off Ver
    2013
    Posts
    3,377

    Re: Formula to align two columns with nearly similar text and attached numeric column

    Maybe it would be better to use for comparison not names, but the ID number or SSN (in hidden columns)?

  4. #4
    Registered User
    Join Date
    01-24-2012
    Location
    Tampa, Florida
    MS-Off Ver
    Excel 2007
    Posts
    3

    Re: Formula to align two columns with nearly similar text and attached numeric column

    Yes, I can opt to import the SSNs with the invoice and it comes on our internal reports automatically! How would I best match up the two SSN columns, assuming each report has them listed in column C?

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1