Hello!
I am trying to create a "user-friendly" method of comparing two workbooks and displaying the results in a new sheet.
Every month I have to reconcile our employee deductions against our vendor invoice. Currently, I am using Excel with Power Query and merging the two using the employee Id Number since that column is the same in both workbooks. That works okay, but it's a little messy. I am needing to train my co-worker to do this assignment while I am on vacation, but my current method isn't very user-friendly.
I am wanting to maybe create a macro with a form control to compare the two workbooks and display the discrepancies in another sheet.
Maybe I could have a form where the user chooses the two workbooks to compare and then uses a button to run the macro.
I slapped together an illustration of how the data is currently structured.
Workbook 1 (Payroll Report)
Workbook 2 (Insurance Invoice)
Ideal Reconcile Workbook:
Sheet One:
Sheet Two:
Any input or suggestions are welcome! Thanks!
I am trying to create a "user-friendly" method of comparing two workbooks and displaying the results in a new sheet.
Every month I have to reconcile our employee deductions against our vendor invoice. Currently, I am using Excel with Power Query and merging the two using the employee Id Number since that column is the same in both workbooks. That works okay, but it's a little messy. I am needing to train my co-worker to do this assignment while I am on vacation, but my current method isn't very user-friendly.
I am wanting to maybe create a macro with a form control to compare the two workbooks and display the discrepancies in another sheet.
Maybe I could have a form where the user chooses the two workbooks to compare and then uses a button to run the macro.
I slapped together an illustration of how the data is currently structured.
Workbook 1 (Payroll Report)
Workbook 2 (Insurance Invoice)
Ideal Reconcile Workbook:
Sheet One:
Sheet Two:
Any input or suggestions are welcome! Thanks!
