Forum Discussion
Question about categorizing transactions from bank statement in EXCEL
- May 23, 2024
=IFNA(
IFNA(
IFNA(
IFNA(
IFNA(
IFNA(
IFNA(INDEX(Filling!$A$2:$A$11,MATCH(1,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$K2))*(Filling!$B$2:$B$11=$F2),0)),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$H2)),0))
),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$I2)),0))
),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$J2)),0))
),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$K2)),0))
),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$L2)),0))
),
INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$M2)),0))
),INDEX(Filling!$A$2:$A$11,MATCH(TRUE,ISNUMBER(SEARCH(Filling!$C$2:$C$11,$D2)),0)))In the formula in the bank statement file i've adapted the ranges from e.g. Filling!$A$2:$A$200 to Filling!$A$2:$A$11 because there is only criteria up to row 11 in the Filling sheet.
In addition the INDEX and MATCH highlighted in red is now evaluated in the first step of the whole nested formula. Before it was evaluated in the last step (but only if all other INDEX and MATCH formulas returned an error).
I understand that the formula i suggested earlier works well and i'm glad it does but can't explain how it works at the moment.
Sql:
select * from bank_transfer limit 20;
select * from bank_transfer_refer limit 20;
//select * from bank_transfer_refer where keywords like '360.9%pay to car. Co' ;
select bank_transfer.rowid,* from bank_transfer left join bank_transfer_refer on bank||credit||debit||ref1||ref2||ref3||ref4||ref5 like '%'||keywords||'%' order by bank_transfer.rowid;
ā
Unfortunately, as I have nearly no knowledge about SQL, could you please explain how to apply SQL to an Excel file step by step?
- peiyezhuMay 20, 2024Bronze Contributor
You can import data to a database and run sql statements with any sql client.
If with online sql,you need copy and paste like below: