Pulling data from one workbook into another

Copper Contributor

Hello,

I am trying to find a formula that pulls in multiple columns of information when it matches on a provider TIN Number. Does anyone have any suggestions on what kind of formula to use? 

Example of what I am trying to do

I have a provider TIN number on one spreadsheet and I need to match it to see if it is on another spreadsheet, if it is a match then I need to pull in four columns of information into spreadsheet where I have provider TIN number. 

Hope this makes sense  

1 Reply

@rwilson6 

 

There are many ways to do this in Excel, in fact. If you can, post a copy of your spreadsheet/workbook so we can give specific advice on your own situation.

 

In general, you'll find the following functions to be capable of the task:

VLOOKUP

INDEX paired with MATCH

XLOOKUP

and even, if you have the most current version of Excel, FILTER, which is the most powerful for some applications like this

Here are a couple of links on two of those, to help you consider the options

https://exceljet.net/lessons/how-to-look-things-up-with-index-and-match

https://exceljet.net/excel-functions/excel-filter-function

Please post a copy of your spreadsheets if you need more specific help.