Forum Discussion
Simple Lead and Sales Match
Hello, I want to do a simple lead and sales match in excel. I have all the data I need in separate sheets, one for all the leads over the past year and one for sales. I want to pull matches by st...
RTV22 VLOOKUP should be fine.
Alternatively, if you have a unique id in each recordset (Stock #?), then you can create a https://support.office.com/en-us/article/Work-with-Relationships-in-PivotTables-F64EA03B-435A-448D-BC35-3B252BD1233A between the tables, and then use PivotTables for your summaries.