Merging Data

ism83uk

New Member
Joined
Sep 4, 2014
Messages
3
Hi There,

I have an issue and i would say my Excel skills are average

I am looking to merge 2 worksheets together but only merge if certain columns match

EXAMPLE:

Worksheet 1 - has the following columns

Date Sold
Client Name
Post Code
Date of Birth
Life Insurance Provider
Estimated Commission
Authorised Seller
Opener
Form Agreeement Signed

Worksheet 2 - has the following columns

Date Paid
Client Name
Post Code
Date of Birth
Life Insurance Provider
Commission
Authorised Seller
Opener

I am looking on a 3rd worksheet for the first sheet to be copied completely and then from the 2nd sheet i am looking for Date Paid, Commission to be copied across into the correct row based on matching 2 out of 3 criteria

The Criteria is
Client Name
Post Code
Date of Birth

I have looked all over the internet for this and couldn't see any answer

Your speedy response is highly appreciated

Thanks
 

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liveinhope

Well-known Member
Joined
Dec 16, 2013
Messages
857
If you work based on any 2 out of 3 matching then , in my example below , Mary Smith DOB 1//90 an Jack Brown also 1/2/90 will be a match. You really need a unique match field like client number .

namepcdob
Mary Smith999991/02/1990
Jack Brown999991/02/1990
Mary Smith999981/02/1990
<colgroup><col width="103" style="width: 77pt; mso-width-source: userset; mso-width-alt: 3766;"> <col width="64" style="width: 48pt;"> <col width="68" style="width: 51pt; mso-width-source: userset; mso-width-alt: 2486;"> <tbody> </tbody>


<colgroup><col width="103" style="width: 77pt; mso-width-source: userset; mso-width-alt: 3766;"> <col width="64" style="width: 48pt;"> <col width="68" style="width: 51pt; mso-width-source: userset; mso-width-alt: 2486;"> <tbody> </tbody>
 

ism83uk

New Member
Joined
Sep 4, 2014
Messages
3
I can add a Date Sold ID column but how do i make this an autonumber column

and then how do i get the data i want into the new sheet
 

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