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MANative

(4,112 posts)
Wed Feb 7, 2024, 12:16 PM Feb 7

Any Excel gurus in the house?

Howdy! I'm a fairly competent user but I've got a task that's driving me nuts! I've got two spreadsheets from different sources with the common link being an employee name. The data from the two spreadsheets needs to be merged into a new spreadsheet which will take some data from both sources but not all of it. I'm trying to figure out the most efficient way to do this. I'm thinking maybe VLOOKUP or IFSUMS could be the way to go, but I keep making a mess of it. Any thoughts on what strategy would be best to accomplish this? I'm happy to do the YouTube searches for step by step instructions, but I'm hoping that someone has an idea which approach might be least cumbersome.

thanks for any advice you can offer!

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underpants

(182,883 posts)
1. Would it help to have them together on the same spreadsheet?
Wed Feb 7, 2024, 12:26 PM
Feb 7

Having them each on their own tab on the same spreadsheet.

MANative

(4,112 posts)
3. Yeah, I found something in my searches that supports your thought
Wed Feb 7, 2024, 12:34 PM
Feb 7

... converting the two spreadsheets into tables and putting the tables in tabs on that same spreadsheet. Then use the tables as the basis for VLOOKUP. Exploring that further.

MANative

(4,112 posts)
4. That was my first attempt
Wed Feb 7, 2024, 12:36 PM
Feb 7

Just way too much to carve out. It took me a couple of hours just to get through the first 10%. There's gotta be something easier - PLEASE!!!

MANative

(4,112 posts)
6. Sadly, my company doesn't provide us access to that software, because I think you're probably right. NT
Wed Feb 7, 2024, 12:43 PM
Feb 7

BootinUp

(47,188 posts)
7. Excel can do something similar
Wed Feb 7, 2024, 12:52 PM
Feb 7

First convert the spreadsheet data to table data then you can reference them from another sheet. Go to a site like Mr. Excel or just google related tables in excel.

MANative

(4,112 posts)
8. Yeah - I think that's the way I'm going to handle it. Tables seem necessary to making this work. Thanks!! NT
Wed Feb 7, 2024, 12:59 PM
Feb 7

BootinUp

(47,188 posts)
9. One more thought.
Wed Feb 7, 2024, 01:02 PM
Feb 7

If u merged all the data u should be able to reference what u do want from another sheet, instead of the clipping out.

MANative

(4,112 posts)
10. That sounds viable, too. I will probably need this data for additional scrapes...
Wed Feb 7, 2024, 01:08 PM
Feb 7

so I need to think about which function allows me to repeat this referencing new data points for different purposes. I'll try a sample set with each of those approaches and see which gives me the least challenges!

lastlib

(23,288 posts)
11. Can you give me a better idea of what the data is, and how it's arranged?
Wed Feb 7, 2024, 02:20 PM
Feb 7

I did spreadsheets for a living for a good number of years, so I can pretty much make Excel sing and dance jigs. I'd be happy to assist, but need a bit more info. Send me a PM if you want.

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