Mar 09 2021 07:52 AM
Hello,
I am trying to take a report that is printed each month and have it search to see if the Client ID, Employee ID, Tax Code , and Agency match from last month and automatically populate the Status and Notes from the last month into the new month.
Last month:
This Month
This way I am able to quickly look at the report and see what issues from last month haven't already been researched.
I appreciate any help on this. I am stumped
Mar 09 2021 11:06 AM
Hi @Arhawk79
You can achieve your requirements by adding a solver column in last month sheet and puting below formula in current month sheet:
=IFERROR(INDEX(Last!U:U,MATCH(CONCATENATE(B2,D2,G2,H2),Last!X:X,0),1),"")
A sample file is also attached for your reference.
Please let me know if it works for you.
Thanks
Tauqeer