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" ($) heading and the date column indicates when the account was setup. Table is sheet1, A1:D100 Table 2 has "risk rating" heading and the date column indicates when the risk rating was calculated (not account setup as with Table 1). Table is sheet2, A1:D500. The issue is an account will only appear in Table 1 once, where it could appear 5 or 6 times depending how many times the risk rating was calculated. I was using a Vlookup in Column E on sheet 1 and it would bring the first risk rating that was listed for the account. What I would like to do is have the lookup to bring back the entry that was completed on or just prior to the account being setup. Your help is appreciated. |
Merging two data tables together using Lookup function
Tweak to the story...
I have two tables which both include column headings: Branch, Account #, Date. Table 1 also has an "account size" ($) 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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