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JeffK

Merging two data tables together using Lookup function
 
I have two tables which both include column headings: Branch, Account #, Date.

Table 1 also has an "account size" ($) heading and the date column indicates
when the account was setup. Table is sheet1, A1:D100

Table 2 has "risk rating" heading and the date column indicates when the
risk rating was calculated (not account setup as with Table 1). Table is
sheet2, A1:D500.

The issue is an account will only appear in Table 1 once, where it could
appear 5 or 6 times depending how many times the risk rating was calculated.
I was using a Vlookup in Column E on sheet 1 and it would bring the first
risk rating that was listed for the account.

What I would like to do is have the lookup to bring back the entry that was
completed on or just prior to the account being setup.

Your help is appreciated.

JeffK

Merging two data tables together using Lookup function
 
Tweak to the story...



I have two tables which both include column headings: Branch, Account #, Date.

Table 1 also has an "account size" ($) heading and the date column indicates
when the account was setup. Table is sheet1, A1:D100

Table 2 has "risk rating" heading and the date column indicates when the
risk rating was calculated (not account setup as with Table 1). Table is
sheet2, A1:D500.

The issue is an account will only appear in Table 1 once, where it could
appear 5 or 6 times in Table 2 depending how many times the risk rating was calculated.
I was using a Vlookup in Column E on sheet 1 and it would bring the first
risk rating that was listed for the account.

What I would like to do is have the lookup bring back the entry that was
completed on or just prior to the account being setup.

Your help is appreciated.



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