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#1
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Find matching records in two worksheets
I work at an health insurance company and frequently need to reconcile
reports from our physicians with claim data. I need to find records on two different spreadsheets that match on three data points and insert a claim number on matching records. Here's an example: Spreadsheet 1, from our physician group, contains treatment data for one patient. PhysicianName ServiceDate Procedure# $billed $paid deductible Smith,John 12/01/03 99213 75.50 25.00 25.00 Doe,Mary 01/25/04 99215 125.00 90.00 0.00 Spreadsheet 2, from our server, contains claims data for one patient. Claim# ServiceDate Procedure# $billed $paid deductible 123456789 12/01/03 99213 75.50 25.00 25.00 123687432 01/27/04 99215 125.00 90.00 0.00 I need to find records on spreadsheet 1 that exactly match spreadsheet 2 on the fields ServiceDate, Procedure#, and $billed. When a match is found, I need the corresponding Claim# inserted after the record on spreadsheet 1. So on the example data above, the first row would be a match, because all three relevant fields are the same. the second row is not a match, because the ServiceDate field does not match. I figure that I'll need a combination of MATCH and INDEX, but I haven't been able to pin down exactly how to accomplish this. Any help you can give will be very much appreciated. |
#2
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Assuming the fields are in columns A:E, then you need this in Sheet1, cell
F2, for example (on the Smith,John line): Enter this formula by holding Shift+Ctrl before pressing enter: =INDEX(Sheet2!A:A,MATCH(B2&C2&E2,Sheet2!A1:A1000&S heet2!B1:B1000&Sheet2!C1:C 1000,0)) Bob Umlas Excel MVP "kittybat" wrote in message ... I work at an health insurance company and frequently need to reconcile reports from our physicians with claim data. I need to find records on two different spreadsheets that match on three data points and insert a claim number on matching records. Here's an example: Spreadsheet 1, from our physician group, contains treatment data for one patient. PhysicianName ServiceDate Procedure# $billed $paid deductible Smith,John 12/01/03 99213 75.50 25.00 25.00 Doe,Mary 01/25/04 99215 125.00 90.00 0.00 Spreadsheet 2, from our server, contains claims data for one patient. Claim# ServiceDate Procedure# $billed $paid deductible 123456789 12/01/03 99213 75.50 25.00 25.00 123687432 01/27/04 99215 125.00 90.00 0.00 I need to find records on spreadsheet 1 that exactly match spreadsheet 2 on the fields ServiceDate, Procedure#, and $billed. When a match is found, I need the corresponding Claim# inserted after the record on spreadsheet 1. So on the example data above, the first row would be a match, because all three relevant fields are the same. the second row is not a match, because the ServiceDate field does not match. I figure that I'll need a combination of MATCH and INDEX, but I haven't been able to pin down exactly how to accomplish this. Any help you can give will be very much appreciated. |
#3
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Thanks for the quick reply! I think this is the right solution, but I am
having trouble getting it to work. When I remove all the extraneous columns and match my spreadsheets to the example (ServiceDate is column B, Procedure is column C, and $Billed is column D) on each sheet, the formula pulls the first Claim# for every line, whether it has a match or not. If I change the formula to match the location of my data, the formula returns 0 on each line. Perhaps if I give you the actual columns for the existing data, there will be less room for error on my part. On sheet1, the columns are ServiceDate - col F, Procedure# - col G, $Billed - col K. On sheet2, the columns are ServiceDate - col E, Procedure# - col H, $Billed - col K. Can you translate the formula to match these data locations? Obviously, I'm doing it incorrectly. Thank you! "Bob Umlas" wrote: Assuming the fields are in columns A:E, then you need this in Sheet1, cell F2, for example (on the Smith,John line): Enter this formula by holding Shift+Ctrl before pressing enter: =INDEX(Sheet2!A:A,MATCH(B2&C2&E2,Sheet2!A1:A1000&S heet2!B1:B1000&Sheet2!C1:C1000,0)) Bob Umlas Excel MVP "kittybat" wrote in message ... I work at an health insurance company and frequently need to reconcile reports from our physicians with claim data. I need to find records on two different spreadsheets that match on three data points and insert a claim number on matching records. Here's an example: Spreadsheet 1, from our physician group, contains treatment data for one patient. PhysicianName ServiceDate Procedure# $billed $paid deductible Smith,John 12/01/03 99213 75.50 25.00 25.00 Doe,Mary 01/25/04 99215 125.00 90.00 0.00 Spreadsheet 2, from our server, contains claims data for one patient. Claim# ServiceDate Procedure# $billed $paid deductible 123456789 12/01/03 99213 75.50 25.00 25.00 123687432 01/27/04 99215 125.00 90.00 0.00 I need to find records on spreadsheet 1 that exactly match spreadsheet 2 on the fields ServiceDate, Procedure#, and $billed. When a match is found, I need the corresponding Claim# inserted after the record on spreadsheet 1. So on the example data above, the first row would be a match, because all three relevant fields are the same. the second row is not a match, because the ServiceDate field does not match. I figure that I'll need a combination of MATCH and INDEX, but I haven't been able to pin down exactly how to accomplish this. Any help you can give will be very much appreciated. |
#4
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I think this is the right solution, but I am having trouble getting it to
work. When I remove all the extraneous columns and match my spreadsheets to the example (ServiceDate is column B, Procedure is column C, and $Billed is column D) on each sheet, the formula pulls the first Claim# for every line, whether it has a match or not. If I change the formula to match the location of my data, the formula returns 0 on each line. Perhaps if I give you the actual columns for the existing data, there will be less room for error on my part. On sheet1, the columns are ServiceDate - col F, Procedure# - col G, $Billed - col K. On sheet2, the columns are ServiceDate - col E, Procedure# - col H, $Billed - col K. Can you translate the formula to match these data locations? Obviously, I'm doing it incorrectly. Thank you! Kittybat "Bob Umlas" wrote: Assuming the fields are in columns A:E, then you need this in Sheet1, cell F2, for example (on the Smith,John line): Enter this formula by holding Shift+Ctrl before pressing enter: =INDEX(Sheet2!A:A,MATCH(B2&C2&E2,Sheet2!A1:A1000&S heet2!B1:B1000&Sheet2!C1:C1000,0)) Bob Umlas Excel MVP "kittybat" wrote in message ... I work at an health insurance company and frequently need to reconcile reports from our physicians with claim data. I need to find records on two different spreadsheets that match on three data points and insert a claim number on matching records. Here's an example: Spreadsheet 1, from our physician group, contains treatment data for one patient. PhysicianName ServiceDate Procedure# $billed $paid deductible Smith,John 12/01/03 99213 75.50 25.00 25.00 Doe,Mary 01/25/04 99215 125.00 90.00 0.00 Spreadsheet 2, from our server, contains claims data for one patient. Claim# ServiceDate Procedure# $billed $paid deductible 123456789 12/01/03 99213 75.50 25.00 25.00 123687432 01/27/04 99215 125.00 90.00 0.00 I need to find records on spreadsheet 1 that exactly match spreadsheet 2 on the fields ServiceDate, Procedure#, and $billed. When a match is found, I need the corresponding Claim# inserted after the record on spreadsheet 1. So on the example data above, the first row would be a match, because all three relevant fields are the same. the second row is not a match, because the ServiceDate field does not match. I figure that I'll need a combination of MATCH and INDEX, but I haven't been able to pin down exactly how to accomplish this. Any help you can give will be very much appreciated. |
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