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[email protected] johan.retief@sanlam.co.za is offline
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Default Matching 2nd & 3rd values

Hi

I have gone through a quite a few discussions and could not figure out
how to solve my problem.

I have two workbooks.

The first is a list of clients with specific values for each client.
Attributes:
- Each client might have three or more instances.
- Each instance is separated by a specific date (like a company year-
end).

A B C
1 Jones 2006 Completed
2 Jones 2007 Completed
3 Jones 2008 Not Completed
4 Barnes 2006 Completed
5 Barnes 2007 Not Completed
6 Barnes 2008 Not Completed
7 Smith 2006 Not Completed
8 Smith 2007 Not Completed
9 Smith 2008 Not Completed
10 Smith 2006 Completed

The other workbook (progress book) is used by staff members to update
the status ("Completed" / "Not Completed") of the client.
This workbook has similar fields to the above, but only contains a
list of clients already allocated to the staff members and will
therefore only have one instance of Jones, instances of Barnes or no
instances of Smith (yet).

I need to be able to automatically update the first workbook with the
status as indicated on the second.

Obviously vlookup and matching stops at the first instance. I do not
quite understand the ROW() and SMALL() formulae given in other
discussions.

The reason for not combining the two workbooks into one is to have a
complete population of clients separate from the sheet that staff is
working on.

Please can anyone assist? I tought myself some makro basics and would
be willing to use this (although it is not preferrable).

Kind regards

Johan