Compare Lists in Excel 2003

[Risk Analyst]

What would be the best approach to compare the change between two lists?

I am reviewing a file listing loans for Month 1 and loans for Month 2. I am trying to see which loans dropped off from Month 1 and are not included on Month 2 as well as new loans that began in Month 2.

This seems like it should be relatively easy but I haven't gotten the results I am looking for. I have used vlookups to find like items in both lists and then where a N/A pops out, sum those items. There are over 4k lines of items so this was somewhat tedious so figured there had to be an easier way for such a task.

I have also tried querying in Access but when I use the Unmatched query, I get different results from my Excel attempts so just not confident in how I am analyzing the data.

Thanks for any help with this.

 

[CharlesChuckieCharles]

IF the Loans have unique codes you could use SUMIF

which is slightly more flexible than VLOOKUP


these check Codes for Month1 for value in Months 1 and 2

SUMIF(CodesRangeMonth1,Month1Code,ValueRangeMonth1)
SUMIF(CodesRangeMonth2,Month1Code,ValueRangeMonth2)

If value in month 1 but not in month 2 :dropped off


these check Codes for Month2 for value in Months 1 and 2

SUMIF(CodesRangeMonth1,Month2Code,ValueRangeMonth1)
SUMIF(CodesRangeMonth2,Month2Code,ValueRangeMonth2)

If value in month 2 but not in month 1 :Joined