Combining similar data from three different sources into one row for each client

mrich99 

To combine similar data from three different sources into one row for each client in Excel, you can use a combination of formulas such as VLOOKUP, INDEX-MATCH, and CONCATENATE, along with conditional logic and possibly some manual data cleaning. Please Backup your file before you make any changes. Here's a step-by-step approach:

Prepare Your Data:

• Make sure all three sets of data are in separate worksheets or tables in your Excel workbook.
• Ensure that each dataset contains a unique identifier for each client (e.g., customer name or ID) that can be used to match records across datasets.

Identify Matching Clients:

• Create a new worksheet where you'll consolidate the data.
• In the first column, list all unique client names or IDs from all three datasets. You can use the "Remove Duplicates" feature to achieve this.

Combine Data Using VLOOKUP or INDEX-MATCH:

• In the columns next to the client names, use VLOOKUP or INDEX-MATCH formulas to retrieve data from each dataset based on the client name.
• For example, in cell B2 of your new worksheet, you can use a formula like this to retrieve the client number from the CRUNCH dataset:

=VLOOKUP($A2, 'CRUNCH'!$A$2:$J$9001, 2, FALSE)

• Repeat this process for each dataset and each column of data you want to combine.

Handle Duplicates and Additional Addresses:

• If a client has multiple entries in any dataset, you'll need to decide how to handle duplicates. You can concatenate values from multiple entries into a single cell, or you can create additional rows for each entry.
• For additional addresses, you can use conditional logic to determine if an address is different and add a new row accordingly.

Clean Up the Data:

• Once you have combined the data, review it for any errors or inconsistencies. You may need to manually clean up the data or adjust your formulas to handle special cases.

Test and Verify:

• Test your consolidated data to ensure that it accurately represents the information from all three datasets.
• Verify that all clients are correctly matched and that the combined data is complete and accurate.

Automate the Process (Optional):

• If you anticipate needing to perform this task regularly, you can automate the process using Excel macros or by building a more complex formula-based solution.

By following these steps, you should be able to combine similar data from three different sources into one row for each client in Excel. Remember to take your time and double-check your work to ensure accuracy. The text was created with the help of AI.

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