Forum Discussion
Moving large subsets of Excel data from tab to another based on criteria
- Mar 09, 2020
Here's your sample, with the formula I had suggested in Column B. I edited it to conform to your new arrangment of the two data sets, but that was a minimal change. The formula in cell B2 reads as follows:
=IFNA(VLOOKUP(A2,C$2:D$11,2,0),"")
I copied it down the length of your data set and you can see the result. I didn't bother with the color formatting, because you can just sort based on the presence of the word "Live" in column B.
mathetes I keep getting errors when I try the 2 proposed solutions in this thread. Therefore, it's likely I am just not understanding. I tried to simplify things by placing the 2 columns next to each other. (One column is the master list and the second column is the list of customers that now have a "live" status.) The thought was to use conditional formatting function to identify the duplicates. The duplicates would represent the customers that are "live". I would simply sort these highlighted duplicated names and then place "live" into the implementation status column manually, or a quick copy across all of them. So, now I have a problem with false duplicates or duplicates that are not exact matches, which is what I need. I'm guessing this conditional formatting approach is the not the answer. Any additional thoughts? Appreciate your thoughts on this.
Is it possible for you to upload a sample of the file you're working with. It's awfully hard to prescribe a treatment that really is suitable without examining the patient in question. Not an image of the file; the actual file, or a subset of it. Just don't include any confidential information.
- JimS-2145Mar 07, 2020Copper Contributor
mathetes Attached is a very simple example. The first sheet/tab shows the lists I have placed side by side with the hopes of identifying exact matches. I am looking to compare column C to column A. Once the exact matches have been identified and highlighted (green in this example).............see sheet/tab 2, I will just sort column A by color and choose only the green highlighted companies (aka the EXACT matches). "Company 3" and "Company 3 Asia" would not be exact matches. Once I have them sorted, I will manually enter the word Live into the B column and now have all of my live accounts identified, and then just delete columns C and D because they will no longer needed. I'm sure there are more elegant ways of doing this, but I could not get the other equations to work. So this seemed like the simplest way. Although when I tried it, I was picking up matches that were not exact. Hope this is more clear now and I greatly appreciate your patience and assistance.
- mathetesMar 09, 2020Gold Contributor
Here's your sample, with the formula I had suggested in Column B. I edited it to conform to your new arrangment of the two data sets, but that was a minimal change. The formula in cell B2 reads as follows:
=IFNA(VLOOKUP(A2,C$2:D$11,2,0),"")
I copied it down the length of your data set and you can see the result. I didn't bother with the color formatting, because you can just sort based on the presence of the word "Live" in column B.