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#1
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i'm missing something
im trying to simplify my personal bookkeeping. i import my data from
the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff |
#2
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i'm missing something
=IF(ISNUMBER(SEARCH("WAL-MART",A1)),"WAL-MART",0)
" wrote: im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff |
#3
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i'm missing something
One way:
Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message oups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff |
#4
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i'm missing something
that worked!! (except it didn't like the "-") thanks you've got me
headed in the right direction!! On Feb 12, 8:46 pm, Teethless mama wrote: =IF(ISNUMBER(SEARCH("WAL-MART",A1)),"WAL-MART",0) " wrote: im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text - |
#5
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i'm missing something
this is what i ultimately want... i tried the formula but got 0, why
is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message oups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text - |
#6
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i'm missing something
Hmmm....
Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message ps.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message oups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text - |
#7
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i'm missing something
On Feb 13, 9:36 pm, "T. Valko" wrote:
Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message ps.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing. |
#8
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i'm missing something
Here's a sample file:
Lookup3.xls 13.5kb http://cjoint.com/?cpxQP8QghF Biff wrote in message oups.com... On Feb 13, 9:36 pm, "T. Valko" wrote: Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message ps.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing. |
#9
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i'm missing something
On Feb 15, 4:44 pm, "T. Valko" wrote:
Here's a sample file: Lookup3.xls 13.5kb http://cjoint.com/?cpxQP8QghF Biff wrote in message oups.com... On Feb 13, 9:36 pm, "T. Valko" wrote: Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message oups.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing.- Hide quoted text - - Show quoted text - ?? ok i copied the formula from your spread sheet and still got 0. then i copied a payee of mine to your spread sheet and it worked!? can you think of any setting in the spread sheet or excel (well different results from different sheets, most likely the sheet) that could be doing this? im running excel 2000 if that makes any difference. thanks again for the help |
#10
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i'm missing something
Are you adjusting the references properly to match your layout?
That's about the only thing I can think of that would cause a return of 0. Biff wrote in message ups.com... On Feb 15, 4:44 pm, "T. Valko" wrote: Here's a sample file: Lookup3.xls 13.5kb http://cjoint.com/?cpxQP8QghF Biff wrote in message oups.com... On Feb 13, 9:36 pm, "T. Valko" wrote: Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message oups.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing.- Hide quoted text - - Show quoted text - ?? ok i copied the formula from your spread sheet and still got 0. then i copied a payee of mine to your spread sheet and it worked!? can you think of any setting in the spread sheet or excel (well different results from different sheets, most likely the sheet) that could be doing this? im running excel 2000 if that makes any difference. thanks again for the help |
#11
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i'm missing something
On Feb 15, 8:53 pm, "T. Valko" wrote:
Are you adjusting the references properly to match your layout? That's about the only thing I can think of that would cause a return of 0. Biff wrote in message ups.com... On Feb 15, 4:44 pm, "T. Valko" wrote: Here's a sample file: Lookup3.xls 13.5kb http://cjoint.com/?cpxQP8QghF Biff wrote in message groups.com... On Feb 13, 9:36 pm, "T. Valko" wrote: Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message oups.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing.- Hide quoted text - - Show quoted text - ?? ok i copied the formula from your spread sheet and still got 0. then i copied a payee of mine to your spread sheet and it worked!? can you think of any setting in the spread sheet or excel (well different results from different sheets, most likely the sheet) that could be doing this? im running excel 2000 if that makes any difference. thanks again for the help- Hide quoted text - - Show quoted text - yea thats what i found out trying different things out today. i first set up 5 names, but the range covered 10 for future use. now it works like it should!! thanks for all the help!!! |
#12
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i'm missing something
i first set up 5 names, but the range covered 10 for future use.
You can do that if you use a dynamic named range. See this for instructions: http://contextures.com/xlNames01.html#Dynamic Biff wrote in message ups.com... On Feb 15, 8:53 pm, "T. Valko" wrote: Are you adjusting the references properly to match your layout? That's about the only thing I can think of that would cause a return of 0. Biff wrote in message ups.com... On Feb 15, 4:44 pm, "T. Valko" wrote: Here's a sample file: Lookup3.xls 13.5kb http://cjoint.com/?cpxQP8QghF Biff wrote in message groups.com... On Feb 13, 9:36 pm, "T. Valko" wrote: Hmmm.... Based on the sample I posted a result of 0 is impossible! The formula will return either the name of the party (if found) or #N/A (meaning no match was found in the party list) Hard to tell why you got that result without knowing any of the details. Want me to post a sample file that demonstrates this? Biff wrote in message oups.com... this is what i ultimately want... i tried the formula but got 0, why is the lookup_value 2? sorry i'm a newbie here but last year i used excel just to enter info into the cells, and didn't know what functions were. thanks On Feb 12, 8:54 pm, "T. Valko" wrote: One way: Make a list of your frequent transaction parties. As an example: Wal-mart Costco Allstate Dennys Albertsons Mervyns Then, your imported data may look like this: DENNYS #6739 SOUTH JORDAN UT Date 11/14/06 MERVYNS 00002949 SANDY UT Date 11/14/06 BURLINGTON COA00000794 MURRAY UT Date 11/14/06 JCPENNEY STORE 0231 SANDY UT Date 11/14/06 POS ALBERTSONS 370 E. 200 S. SALT LAKE CIT UT POS COSTCO #00487 11100 S. AUTO MALL BLOCKBUSTER VIDEO #49057 DRAPER UT Date 10/17/06 REAMS FOOD STR.INC. SANDY UT Date 10/18/06 assume the above data is in the range A2:A9 The list of frequent transaction parties is in J2:J8 Enter this formula in B2 to extract the transaction party: =LOOKUP(2,1/(ISNUMBER(SEARCH(J$2:J$8,A2))),J$2:J$8) Copy down as needed. Biff wrote in message groups.com... im trying to simplify my personal bookkeeping. i import my data from the bank as a .csv and want to transfer it to a second sheet without all the jibberish. its set up with a vlookup etc. but what i can't figure out is say my entry from shopping at wal-mart has POS PURCHASE - WAL-MART #0822 WAL-MART but i want to transfer it and say WAL-MART i tried if(a1="*WAL-MART*","Wal-Mart",0) as a test but i guess it didn't like the wildcards.. also what would be the best way to convert multiple entries, example if i went to home depot, not wal-mart. would using or with if be the best solution? thanks in advance, jeff- Hide quoted text - - Show quoted text -- Hide quoted text - - Show quoted text - if you could please, maybe that will help me understand exactly what the formula is doing.- Hide quoted text - - Show quoted text - ?? ok i copied the formula from your spread sheet and still got 0. then i copied a payee of mine to your spread sheet and it worked!? can you think of any setting in the spread sheet or excel (well different results from different sheets, most likely the sheet) that could be doing this? im running excel 2000 if that makes any difference. thanks again for the help- Hide quoted text - - Show quoted text - yea thats what i found out trying different things out today. i first set up 5 names, but the range covered 10 for future use. now it works like it should!! thanks for all the help!!! |
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