Forum Discussion
Matching 2 different data sets with client data
Hi MrMilo
In principal https://support.microsoft.com/en-us/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1 could do the job but won't be very efficient if you have a lot of columns. Alternatively Power Query can do that assuming you run Excel > 2013 on Windows (???)
- Hi L z. thanks for the suggestion! I can confirm I'm running Excel >2013 on Windows. How should I approach this with Power Query?
Hi MrMilo
Not mandatory but easier, format the data in your 2 files https://support.microsoft.com/en-us/office/format-an-excel-table-6789619f-c889-495c-99c2-2f971c0e2370. For below steps it's assumed your tables are named (https://support.microsoft.com/en-us/office/rename-an-excel-table-fbf49a4f-82a3-43eb-8ba2-44d21233b114) respectively Table1 and Table2
From a new workbook (assuming this is what you want):
- Go to Data (tab) > Get Data > From File > From Excel Workbook > Select 1st file
- In the Navigator > Select Table1 > At the bottom click on the arrow down next to "Load" > Load To... > Only Create Connection > OK
- Go to Data (tab) > Get Data > From File > From Excel Workbook > Select 2nd file
- In the Navigator > Select Table2 > At the bottom click on the arrow down next to "Load" > Load To... > Only Create Connection > OKOn the right side of your screen you see the Queries & Connections pane with 2 queries:
- Right-click on Table1 > Merge
- Follow the steps - Starting at #3 - in shttps://support.microsoft.com/en-us/office/merge-queries-power-query-fd157620-5470-4c0f-b132-7ca2616d17f9
