Pull data from a file
 

I am almost positive this can be done.

I have a worksheet (Master worksheet) with all the data on the residents in
our facility. Every month I have to create a mail merge for some residents.
Thus, I get a list of residents for the particular month and I have to pull
out the relevant data manually from the Master file, which becomes tedious
and time consuming.

Is it possible to create a link between the list I get and the Master
worksheet such that the data will be generated automatically? Even though the
number of entries per list changes, if the column labels are identical, can
Excel find the names of the month in the Master file and copy the respective
data into the monthly list?

If anybody has the answer, I shall be grateful forever.

Pull data from a file
 

Hi:

If I understood well to your concern, this can be done if you set a column
with some kind of a numerical ID for each person, and then, even if you don't
have the same amount of information on each worksheet, you can correlate it
with "Vlookup".

Hope it helps


OSK



"Marina" wrote:

I am almost positive this can be done.

I have a worksheet (Master worksheet) with all the data on the residents in
our facility. Every month I have to create a mail merge for some residents.
Thus, I get a list of residents for the particular month and I have to pull
out the relevant data manually from the Master file, which becomes tedious
and time consuming.

Is it possible to create a link between the list I get and the Master
worksheet such that the data will be generated automatically? Even though the
number of entries per list changes, if the column labels are identical, can
Excel find the names of the month in the Master file and copy the respective
data into the monthly list?

If anybody has the answer, I shall be grateful forever.

Pull data from a file
 

You could use VLOOKUP, and for the table array refer to the range in th
emaster worksheet
like this, if a1 had the name, and you wanted the address in a2, enter this
in a2:
=vlookup(a1,[mastersheetfilename.xls]sheet1!a1.f100,2)

you need to maybe familiarize yourself with vlookup and external references

"Marina" wrote:

I am almost positive this can be done.

I have a worksheet (Master worksheet) with all the data on the residents in
our facility. Every month I have to create a mail merge for some residents.
Thus, I get a list of residents for the particular month and I have to pull
out the relevant data manually from the Master file, which becomes tedious
and time consuming.

Is it possible to create a link between the list I get and the Master
worksheet such that the data will be generated automatically? Even though the
number of entries per list changes, if the column labels are identical, can
Excel find the names of the month in the Master file and copy the respective
data into the monthly list?

If anybody has the answer, I shall be grateful forever.

Pull data from a file
 

DLW,

thank you so much. It works beautifully, but only if a resident has only one
row of information. For some, however, there is more than one
relative/address listed - each additional on a consequent row, but VLOOKUP
seems to get only the first record.

Any ideas on how to next VLOOKUP to find all the rows?

Marina

"dlw" wrote:

You could use VLOOKUP, and for the table array refer to the range in th
emaster worksheet
like this, if a1 had the name, and you wanted the address in a2, enter this
in a2:
=vlookup(a1,[mastersheetfilename.xls]sheet1!a1.f100,2)

you need to maybe familiarize yourself with vlookup and external references

"Marina" wrote:

I am almost positive this can be done.

I have a worksheet (Master worksheet) with all the data on the residents in
our facility. Every month I have to create a mail merge for some residents.
Thus, I get a list of residents for the particular month and I have to pull
out the relevant data manually from the Master file, which becomes tedious
and time consuming.

Is it possible to create a link between the list I get and the Master
worksheet such that the data will be generated automatically? Even though the
number of entries per list changes, if the column labels are identical, can
Excel find the names of the month in the Master file and copy the respective
data into the monthly list?

If anybody has the answer, I shall be grateful forever.