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Lookup/Match/Not sure
Could you tell me the best way to accomplish my goal...
I have a master spreadsheet that contains customer name and customer ID. I have data spreadsheet that contains customer name, customer ID, Call type (Inbound or outbound), reason code, date. I need the master spreadsheet to reference the data spreadsheet and look for a match of customer ID, and return call type and reason code. If there is more than one match, to look at the date and return the most recent call type, reason code and date. If there is no match, then leave blank. Example: Master A B 1 Mickey 1234 Data A B C D E 1 Mickey 1234 Outbound LM 9/1/2009 2 Mickey 1234 Inbound Comp 9/2/2009 Updated Master A B C D E 1 Mickey 1234 Inbound Comp 9/2/2009 |
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