Matching Two Columns (Not sure how to ask for what I'm trying to do)

ctackett6407

Board Regular
Joined
Mar 18, 2018
Messages
66
Office Version
  1. 365
Platform
  1. Windows
I've been trying to google every combo I can think of but I'm not able to find what I'm looking for, I believe it's because I'm not sure how to ask.

I have two sheets. One has data with First Name, Last Name, and Account Numbers. The Second sheet has First NAme, Last Name but missing account numbers.

I need to be able to compare both sheets and if the first and last name match, then it will get the appropriate account number.

How can I do this or how do I search for that? Thanks!
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.
Maybe something like this:
This is an array formula and must be entered with CTRL-SHIFT-ENTER.
Drag formula down as needed.

Excel Workbook
ABC
1FirstLastAcct#
2BillJones234
3PattyMay261
4EricDuncanNo Match
5SamSmith961
Sheet2
Excel Workbook
ABC
1FirstLastAcct#
2SamSmith961
3PattyDoe983
4BillJones234
5PattyMay261
Sheet1
 
Upvote 0
I would suggest combining first name and last name on each sheet, then doing a vlookup between the sheets.

Right click on Column A, the choose 'Insert' on both worksheets.

(This assumes column B is now the first name, and column C is now the last name, and column D is the account number, worksheet 1 is no accounts, worksheet 2 is with the accounts, column A is first name, column B is last and Column C is account number)

Select cell a2, and enter the following formula (change the column names if needed).

=c2 &'', "&b2

This should give you Last, First name. Fill the formula down to end of both worksheets.

On worksheet 1, to pull in account value, go to first blank column. You’ll need to enter a vlookup (adding an iferror statement to give you blanks instead of #N/A values)
=iferror(vlookup(Sheet1!a2,Sheet2!A:D,4,FALSE),””)

If there are more columns between the newly created ‘Last, First’ name field and the account numbers, count the columns and add that in where the number 4 is in the example above. You’ll need to select more columns as well. So if it is in column F, it would look like:
=iferror(vlookup(Sheet1!a2,Sheet2!A:F,6,FALSE),””)
 
Upvote 0

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