Merging Data

[ism83uk]

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

 

[liveinhope]

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 .

name pc dob Mary Smith 99999 1/02/1990 Jack Brown 99999 1/02/1990 Mary Smith 99998 1/02/1990 <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]

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