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#1
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Insert text from another workbook based on criteria
Hi there! I would like to find out how I can insert text from another
workbook. I would like to insert the "Date of Birth" and "Client Status" from another workbook into my Current Workbook. The only difference in the data between my current workbook and another workbook is the "Paid" amounts and date of each payment/number of payments per client. Current Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane 100.05 99999999 Smith, John 75.00 Another Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane October 9, 1952 Open 35.00 99999999 Smith, John August 1, 1970 Open 80 .00 Could someone help me? Your response would be so helpful, Thank you. :) |
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#2
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Insert text from another workbook based on criteria
You can use a vlookup.
VLOOKUP(C2,C13:C15,2,False) and then use 3 instead of 2 for the client status. "Tacrier" wrote: Hi there! I would like to find out how I can insert text from another workbook. I would like to insert the "Date of Birth" and "Client Status" from another workbook into my Current Workbook. The only difference in the data between my current workbook and another workbook is the "Paid" amounts and date of each payment/number of payments per client. Current Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane 100.05 99999999 Smith, John 75.00 Another Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane October 9, 1952 Open 35.00 99999999 Smith, John August 1, 1970 Open 80 .00 Could someone help me? Your response would be so helpful, Thank you. :) |
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#3
Posted to microsoft.public.excel.worksheet.functions
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Insert text from another workbook based on criteria
Thank you for your reply, however I get an error when i use the VLOOKUP.
I should reword my question. I have now put all of the reference data I need into my current worksheet so that it now looks like this: REFERENCE DATA Column A5:A983 contains Client ID Numbers Column B5:B983 contains Client Names Column C5:C983 contains Date of Birth Column D5:D983 contains Client Status Column E5:E983 contains payment amounts Coumn F5:F983 contains payment date CURRENT DATA Column A986:A7209 contains Client ID Numbers Column B986:B7209 contains Client Names Column C986:C7209 contains BLANK Date of Birth Column D986:D7209 contains BLANK Client Status Column E986:E7209 contains payment amounts Coumn F986:F7209 contains payment date The current data contains more rows of client information than the reference data as the current data is for the current month of payments and the reference data i have taken from a previous month of payments. I am looking for a faster way of searching for the client name in B5:B983 and copy/pasting their date of birth and status data into B986:B7209. ie. John Smith's birth date and status beside every cell that contain's John Smith's name in B986:B7209. Thanking you, Sincerely, Trina "mwear" wrote: You can use a vlookup. VLOOKUP(C2,C13:C15,2,False) and then use 3 instead of 2 for the client status. "Tacrier" wrote: Hi there! I would like to find out how I can insert text from another workbook. I would like to insert the "Date of Birth" and "Client Status" from another workbook into my Current Workbook. The only difference in the data between my current workbook and another workbook is the "Paid" amounts and date of each payment/number of payments per client. Current Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane 100.05 99999999 Smith, John 75.00 Another Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane October 9, 1952 Open 35.00 99999999 Smith, John August 1, 1970 Open 80 .00 Could someone help me? Your response would be so helpful, Thank you. :) |
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#4
Posted to microsoft.public.excel.worksheet.functions
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Insert text from another workbook based on criteria
C986 (of currentdata sheet) = VLOOKUP(B986,ReferenceData!$B$5:$D$983,2,FALSE)
"Tacrier" wrote: Thank you for your reply, however I get an error when i use the VLOOKUP. I should reword my question. I have now put all of the reference data I need into my current worksheet so that it now looks like this: REFERENCE DATA Column A5:A983 contains Client ID Numbers Column B5:B983 contains Client Names Column C5:C983 contains Date of Birth Column D5:D983 contains Client Status Column E5:E983 contains payment amounts Coumn F5:F983 contains payment date CURRENT DATA Column A986:A7209 contains Client ID Numbers Column B986:B7209 contains Client Names Column C986:C7209 contains BLANK Date of Birth Column D986:D7209 contains BLANK Client Status Column E986:E7209 contains payment amounts Coumn F986:F7209 contains payment date The current data contains more rows of client information than the reference data as the current data is for the current month of payments and the reference data i have taken from a previous month of payments. I am looking for a faster way of searching for the client name in B5:B983 and copy/pasting their date of birth and status data into B986:B7209. ie. John Smith's birth date and status beside every cell that contain's John Smith's name in B986:B7209. Thanking you, Sincerely, Trina "mwear" wrote: You can use a vlookup. VLOOKUP(C2,C13:C15,2,False) and then use 3 instead of 2 for the client status. "Tacrier" wrote: Hi there! I would like to find out how I can insert text from another workbook. I would like to insert the "Date of Birth" and "Client Status" from another workbook into my Current Workbook. The only difference in the data between my current workbook and another workbook is the "Paid" amounts and date of each payment/number of payments per client. Current Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane 100.05 99999999 Smith, John 75.00 Another Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane October 9, 1952 Open 35.00 99999999 Smith, John August 1, 1970 Open 80 .00 Could someone help me? Your response would be so helpful, Thank you. :) |
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#5
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Insert text from another workbook based on criteria
It worked! Awesome.
THANK YOU :) "mwear" wrote: C986 (of currentdata sheet) = VLOOKUP(B986,ReferenceData!$B$5:$D$983,2,FALSE) "Tacrier" wrote: Thank you for your reply, however I get an error when i use the VLOOKUP. I should reword my question. I have now put all of the reference data I need into my current worksheet so that it now looks like this: REFERENCE DATA Column A5:A983 contains Client ID Numbers Column B5:B983 contains Client Names Column C5:C983 contains Date of Birth Column D5:D983 contains Client Status Column E5:E983 contains payment amounts Coumn F5:F983 contains payment date CURRENT DATA Column A986:A7209 contains Client ID Numbers Column B986:B7209 contains Client Names Column C986:C7209 contains BLANK Date of Birth Column D986:D7209 contains BLANK Client Status Column E986:E7209 contains payment amounts Coumn F986:F7209 contains payment date The current data contains more rows of client information than the reference data as the current data is for the current month of payments and the reference data i have taken from a previous month of payments. I am looking for a faster way of searching for the client name in B5:B983 and copy/pasting their date of birth and status data into B986:B7209. ie. John Smith's birth date and status beside every cell that contain's John Smith's name in B986:B7209. Thanking you, Sincerely, Trina "mwear" wrote: You can use a vlookup. VLOOKUP(C2,C13:C15,2,False) and then use 3 instead of 2 for the client status. "Tacrier" wrote: Hi there! I would like to find out how I can insert text from another workbook. I would like to insert the "Date of Birth" and "Client Status" from another workbook into my Current Workbook. The only difference in the data between my current workbook and another workbook is the "Paid" amounts and date of each payment/number of payments per client. Current Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane 100.05 99999999 Smith, John 75.00 Another Workbook Client ID Number Client Name Date of Birth Client Status Paid 88888888 Smith, Jane October 9, 1952 Open 35.00 99999999 Smith, John August 1, 1970 Open 80 .00 Could someone help me? Your response would be so helpful, Thank you. :) |
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