Aug 05 2022 09:49 AM - edited Aug 05 2022 09:53 AM
Hi There!
I have a problem I'm struggling to figure out, any help would be greatly appreciated!
I have 2 excel files with client data, I'm looking for an easy way to merge them into 1 by the client name. Saying that both data sets have different clients and a different amount of clients, I'm expecting only about 40% to match between the files.
Here's an example:
What's the best way to approach this?
Thanks!
Aug 05 2022 10:40 AM
Aug 05 2022 10:51 AM
Aug 06 2022 07:37 AM
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