So I'm having trouble trying to cross reference two worksheets in a workbook and extract the redundant values to a new worksheet to determine overlap.
I work in wealth management and I have two lists from different firms of client/adviser information and I need to see what clients are managed under both firms.
The major issue is that the data format is not consistent among worksheets.
(i.e. one worksheet has client first name and last name in separate columns and the other has the same info in a single column, some separated by a comma in last,first and others just first last format.)
Essentially, from a pseudo code standpoint, I would like to write a macro that checks:
"IF client name shows up on both sheets, then insert name on new worksheet in client column along with adviser name, start date, and Assets Under management in separate columns"
Any help would be greatly appreciated!
Thank you for your time
I work in wealth management and I have two lists from different firms of client/adviser information and I need to see what clients are managed under both firms.
The major issue is that the data format is not consistent among worksheets.
(i.e. one worksheet has client first name and last name in separate columns and the other has the same info in a single column, some separated by a comma in last,first and others just first last format.)
Essentially, from a pseudo code standpoint, I would like to write a macro that checks:
"IF client name shows up on both sheets, then insert name on new worksheet in client column along with adviser name, start date, and Assets Under management in separate columns"
Any help would be greatly appreciated!
Thank you for your time
