Polly has attended:
PowerPoint Intermediate Advanced course
Merging data
I have to tables of information, one for payments we receive from clients for certain invoices and the other for the payments we need to make to consultants for these same invoice numbers. These two piece tables cannot be linked where we obtain the information from but as they both have a cell with a common invoice number, is there any way to combine these tables once they are in Excel?
I hope that is clear.
Many thanks
Polly
RE: Merging data
Hello Polly
Thank you for your question.
Probably a VLOOKUP or HLOOKUP would help you combine the information from the tables together.
I've included an attached file as an example of how this might work. I've assumed that the data is stored in columns rather than across rows, so have used VLOOKUP.
Formulas are in the combined data sheet, in the cells coloured in yellow.
Kind regards
Amanda
Attached files...
vlookup invoices and consultants.xlsRE: Merging data
Thank you very much for this. I have not had time to test this fully yet but I have realised that we may have more than one consultant invoice relating to the same client invoice. What is the best way to deal with this?
RE: Merging data
Hi Polly
Sorry for the delay in responding, I have been away on holiday.
This will create a problem using the VLOOKUP or HLOOKUP since the same invoice number will be repeated more than once.
I think possibly the best way to go about things would be to build a pivot table, depending on what you would like to do. What is the aim of combining the two lists together? What information do you need to get out of it?
Amanda
