Highlight Credit and Debit based on Name

Shelbie

New Member
Joined
Jul 26, 2023
Messages
3
Office Version
  1. 365
Platform
  1. Windows
Hello, I have attached a photo of test data that shows what I’m working with. I am needing something that will highlight the row if the credit amounts (column d) match the debit amounts (column c) based off of the employees name. The sheet is about 3,500-4,000 rows long… and we input about 1,000 rows daily of credits.

This document has new data added and filtered daily.
 

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Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
Here’s the data
 

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Upvote 0
That can be done pretty easily with Conditional Formatting, but where thinks get problematic is when you get multiple records with the same amounts, i.e.
What if you have 2 records for Donald Duck for 10.00 and 1 record for (10.00)?
Of the two 10.00 amounts, how do you know which one matches the single (10.00), and which one doesn't?
 
Upvote 0
That can be done pretty easily with Conditional Formatting, but where thinks get problematic is when you get multiple records with the same amounts, i.e.
What if you have 2 records for Donald Duck for 10.00 and 1 record for (10.00)?
Of the two 10.00 amounts, how do you know which one matches the single (10.00), and which one doesn't?
I was going to try Conditional Formatting but yes this is my issue. At that time we would like to highlight the oldest expense but that is not a huge deal either. As long as one of the $10 is selected.
 
Upvote 0
Yeah, with Conditional Formatting, I think it is an all or nothing approach, unless someone can think up of some other clever way to do it.

Not sure of how else to do it. If it were me, I would probably important into Microsoft Access, and group on employee and amount, and match up on employee, amount, and count.
Doing an unmatched query, you could have everything else fall out.
 
Upvote 0

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