Matching 2 different data sets with client data

Hi MrMilo 

Not mandatory but easier, format the data in your 2 files as Tables. For below steps it's assumed your tables are named (How To rename a Table) 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 > OK

On 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 section Perform a Merge operation