Hey,
I have a workbook with two worksheets that contain data on accounts. One worksheet is from 2009 and one is from 2010. The setup looks like this:
<TABLE style="WIDTH: 940pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=1253 border=0><COLGROUP><COL style="WIDTH: 120pt; mso-width-source: userset; mso-width-alt: 5851" width=160><COL style="WIDTH: 440pt; mso-width-source: userset; mso-width-alt: 21430" width=586><COL style="WIDTH: 164pt; mso-width-source: userset; mso-width-alt: 8009" width=219><COL style="WIDTH: 85pt; mso-width-source: userset; mso-width-alt: 4132" width=113><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 48pt" width=64><TBODY><TR style="HEIGHT: 28.5pt; mso-height-source: userset" height=38><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 120pt; BORDER-BOTTOM: #d4d0c8; HEIGHT: 28.5pt; BACKGROUND-COLOR: transparent" width=160 height=38>Name</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 440pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=586>Account</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 164pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=219>Brand</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 85pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=113>2010 Amount</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 83pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=111>Marginal Income</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 48pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=64>Total</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 1</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>30</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>1108</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>843</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 2</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>22</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>9056</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>1067</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 3</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>15</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>3413</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>900</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, Jane</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NJ)[JERSEY CITY]301 UNION WAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 4</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, Jane</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NJ)[JERSEY CITY]301 UNION WAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 5</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>44</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>14500</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>483</TD></TR></TBODY></TABLE>
So each worksheet looks like this just the 2009 one has "2009 Amount" and the 2010 one has "2010 Amount"
I want to compare the 2009 and 2010 worksheets but only if they match up for Name, Account and Brand - so if it is John Doe but a different account it wont show up, if it is John Doe and the same account but a different brand it won't show up. But if it finds Doe, John, the same account and the same brand (so the Name, Account and Brand columns all match), then I want it to pull either the 2010 Amount, the Marginal Income or the Total. (I can just put in the column name in the worksheet depending on what I want)
Between 2009 and 2010 obviously there have been different names because some people have left or been added so the worksheets don't perfectly compare. I figure once I pull all the exact matches I can then sort and easily find whatever data I want for my year-to-year comparison.
I have been trying to do this with IF and INDEX statements but I am having a really hard time.
Does anyone have any ideas or can help?
I have a workbook with two worksheets that contain data on accounts. One worksheet is from 2009 and one is from 2010. The setup looks like this:
<TABLE style="WIDTH: 940pt; BORDER-COLLAPSE: collapse" cellSpacing=0 cellPadding=0 width=1253 border=0><COLGROUP><COL style="WIDTH: 120pt; mso-width-source: userset; mso-width-alt: 5851" width=160><COL style="WIDTH: 440pt; mso-width-source: userset; mso-width-alt: 21430" width=586><COL style="WIDTH: 164pt; mso-width-source: userset; mso-width-alt: 8009" width=219><COL style="WIDTH: 85pt; mso-width-source: userset; mso-width-alt: 4132" width=113><COL style="WIDTH: 83pt; mso-width-source: userset; mso-width-alt: 4059" width=111><COL style="WIDTH: 48pt" width=64><TBODY><TR style="HEIGHT: 28.5pt; mso-height-source: userset" height=38><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 120pt; BORDER-BOTTOM: #d4d0c8; HEIGHT: 28.5pt; BACKGROUND-COLOR: transparent" width=160 height=38>Name</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 440pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=586>Account</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 164pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=219>Brand</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 85pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=113>2010 Amount</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 83pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=111>Marginal Income</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; WIDTH: 48pt; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" width=64>Total</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 1</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>30</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>1108</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>843</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 2</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>22</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>9056</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>1067</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, John</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NY)[NEW YORK CITY]555 BROADWAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 3</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>15</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>3413</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>900</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, Jane</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NJ)[JERSEY CITY]301 UNION WAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 4</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>0</TD></TR><TR style="HEIGHT: 15pt" height=20><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; HEIGHT: 15pt; BACKGROUND-COLOR: transparent" height=20>Doe, Jane</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">ACCOUNT NAME (NJ)[JERSEY CITY]301 UNION WAY</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent">BRAND NAME 5</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>44</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>14500</TD><TD style="BORDER-RIGHT: #d4d0c8; BORDER-TOP: #d4d0c8; BORDER-LEFT: #d4d0c8; BORDER-BOTTOM: #d4d0c8; BACKGROUND-COLOR: transparent" align=right>483</TD></TR></TBODY></TABLE>
So each worksheet looks like this just the 2009 one has "2009 Amount" and the 2010 one has "2010 Amount"
I want to compare the 2009 and 2010 worksheets but only if they match up for Name, Account and Brand - so if it is John Doe but a different account it wont show up, if it is John Doe and the same account but a different brand it won't show up. But if it finds Doe, John, the same account and the same brand (so the Name, Account and Brand columns all match), then I want it to pull either the 2010 Amount, the Marginal Income or the Total. (I can just put in the column name in the worksheet depending on what I want)
Between 2009 and 2010 obviously there have been different names because some people have left or been added so the worksheets don't perfectly compare. I figure once I pull all the exact matches I can then sort and easily find whatever data I want for my year-to-year comparison.
I have been trying to do this with IF and INDEX statements but I am having a really hard time.
Does anyone have any ideas or can help?