Help With Sumif or look up

[mitchman7614]

I've got a download of data that includes a bunch of customer names. I want to add the account leader, manager, and generic customer name to group them together. Further clarity is below:

Sheet 1 (Columns)

Customer Name
Generic Customer Name (to be mapped)
Account Leader (to be mapped)
Account Manager (to be mapped)
product

Sheet 2 (Columns)

Customer Name (same as sheet 1)
Generic Customer Name (I populated - this is fixed and generally does not change)
Account Leader (I populated - this is fixed and generally does not change)
Account Manager (I populated - this is fixed and generally does not change)

How can I pull in the data from sheet 2 into sheet one? I tried a SUMIF, but get a 0. Any help here is much appreciated.

 

[wraith972]

Just from your description it is difficult to tell what you need. However, it appears you can use simple vlookup's to get your results.

Can you post a little of your sheet and we might be able to see what your goal is?

 

[schielrn]

Can the first column for customer name appear more than once or is it unique?

If it is unique, you should just be able to use vlookup if they are the same in sheet2 as you say they are in sheet1.

In the 2nd column of sheet2 you can put:

=vlookup($A2,Sheet2!$A:B,columns($A:B),0)

Then you can copy that down and accross to column D.

Hope that helps.

 

[mitchman7614]

How do I post a portion of the worksheet...I tried the Vlookup and it works most of the way down, but then returns the wrong answer.