Need a fuzzy search function that will look to the cell at right and if a certain word is detected within that description, then place a category name here...
(Accounting/categorizing hundreds of rows of bank statement transactions)
Example: Using Manual Method[\b]
A B[\b]
-----------------------------------------------------------------------------------
1 IF="ICE" found, | POS PURCHASE/EFT TRANS 5814 / ICE VENDING Choctaw OK
put "Inventory" |
here...... |
--------------------------------------------------------------------------------
Ideally, having a look up table where the formula pasted in A will look to the table and use whichever item matches:[\b]
Example: Using a More Automated Method with LookUp Table[\b]
A B[\b]
------------------------------------------------------------------------------------------------
1 IF="ICE" found, | POS PURCHASE/EFT TRANS xxx / ICE VENDING CITY ST
on table Col G, copy |
"data from H here...... |
-----------------------------------------------------------------------------------------------
1 IF="SHELL" found, | POS PURCHASE/EFT TRANS xxx / SHELL OIL xxxxxx CITY ST
|
here...... |
-------------------------------------------------------------------------------------------------
1 IF="HARDWARE" | POS PURCHASE/EFT TRANS xxx / WESTLAKE HARDWARE CITY ST
found,
|
here...... |
-------------------------------------------------------------------------------------------------
Lookup Table: (this is what the Col A function would look to/scan down the list for a fuzzy match)[\b]
Col G Col H
LOOK FOR............PASTE THIS CATEGORY
ICE.....................Inventory Expense
SHELL.................Gas Expense
HARDWARE...........Repairs Expense
(Accounting/categorizing hundreds of rows of bank statement transactions)
Example: Using Manual Method[\b]
A B[\b]
-----------------------------------------------------------------------------------
1 IF="ICE" found, | POS PURCHASE/EFT TRANS 5814 / ICE VENDING Choctaw OK
put "Inventory" |
here...... |
--------------------------------------------------------------------------------
Ideally, having a look up table where the formula pasted in A will look to the table and use whichever item matches:[\b]
Example: Using a More Automated Method with LookUp Table[\b]
A B[\b]
------------------------------------------------------------------------------------------------
1 IF="ICE" found, | POS PURCHASE/EFT TRANS xxx / ICE VENDING CITY ST
on table Col G, copy |
"data from H here...... |
-----------------------------------------------------------------------------------------------
1 IF="SHELL" found, | POS PURCHASE/EFT TRANS xxx / SHELL OIL xxxxxx CITY ST
|
here...... |
-------------------------------------------------------------------------------------------------
1 IF="HARDWARE" | POS PURCHASE/EFT TRANS xxx / WESTLAKE HARDWARE CITY ST
found,
|
here...... |
-------------------------------------------------------------------------------------------------
Lookup Table: (this is what the Col A function would look to/scan down the list for a fuzzy match)[\b]
Col G Col H
LOOK FOR............PASTE THIS CATEGORY
ICE.....................Inventory Expense
SHELL.................Gas Expense
HARDWARE...........Repairs Expense