Wildcard match against list of keywords

brncao

Board Regular
Joined
Apr 28, 2015
Messages
147
Objective: You are trying to reconcile the descriptions between two sources shown in the tables below (descriptions are associated by its CUSIP and Account Number) by performing a wildcard search for keywords. These are csv files that have been downloaded and imported into Excel. Case is insensitive.
Description
CUSIP
Account Number
FHLMC CALLABLE 8/26/17 @100 1.26% 08/26/2019
ABC123
123456
FHLMC CALLABLE 8/26/17 @100 1.26% 08/26/2019
ABC123
234567
FNMA 1.7% 11/25/2020
XYZ123
234567
GNMA CALLABLE 4/10/17 @ 100 1.20% 10/10/2020
DEF456
345678

<tbody>
</tbody>


Description
CUSIP
Account Number
FREDDIE MAC 8/26/17 @ 1.26%
ABC123
123456
FANNIE MAE 11/25/2020 @ 1.7%
XYZ123
234567
GINNIE 10/10/2020 @ 1.20%
DEF456
345678
FREDDIE 8/26/17 @ 1.26%
ABC123
234567

<tbody>
</tbody>

User creates and maintains this table below
Keywords
Return
Freddie, FHLMC,Federal Home Loan Mortgage
FHLMC
Fannie,FNMA, Federal national mortgage
FNMA
Ginnie, GNMA, government national mortgage
GNMA

<tbody>
</tbody>
Commas are the delimiters (there may be spaces or no spaces after the comma).

Starting with the first row going down in table 1, Excel should return "FHLMC", "FHLMC", "FNMA", "GNMA" respectively.

Excel should also do the same with table 2.

It should then check if both are equal and return True/False.

Is this something that can be done using formulas only without resorting to VBA? It's a bit long-winded.
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)

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