looking up or comparing data from one column to another

arthur85

New Member
Joined
Mar 18, 2018
Messages
1
Hello all,
I am new to the site and looking to learn how to work more efficiently using excel formulas.

Need help looking up which client deposited funds to our account. In our BANK DATA we see the account number or a reference from whom the transfer is from and I usually just copy the number or reference and look it up (using Clt+f) in our CLIENT DATA BASE.
We receive several deposits a day and it takes time looking up one-by-one.

What formula can I use to get excel to look up the client name using the account number or reference from BANK DATA to look for in our CLIENT DATA BASE?

Or if there is a formula that compares data from one column and searches in another to see if some numbers or strings match


I have attached an excel sheet which shows the kind of information I am trying to identify.

BANK DATA
DATEINFORMATIONAMOUNTCLIENT
3/1/2018SPEI DEPOSIT/0004182807 021 BNET 01787246282340.20Formula?
3/1/2018SPEI DEPOSIT/000221 Customs Duties 220.06Formula?
3/2/2018DEPOSIT/REFBNTC00573678 Ref of Bal R170708e BMRCASH65.12Formula?
3/2/2018ACH TRANSACTION/ USA TRANZ ***4388122.00Formula?
3/2/2018ACH TRANSACTION/ AMER ACCT 2012283350182.76Formula?
3/2/2018WT FED#01881 COOPER STANDARD AU7654.11Formula?

<tbody>
</tbody>
Where it says "Formula" I would like for the client name to appear.
Data marked in BOLD is the account number or reference which I use to identifies who the deposit is coming from.

CLIENT DATA BASE

ACCOUNT OR REFERENCECLIENT
Fexpress, 0178724628FedEx Express
Customs Duties, 407223235IGL Express
2012283350American Greets
12344388USA TRANZ
COOPER STANDARD AUCOOPER STANDARD AU

<tbody>
</tbody>
When a new deposit comes in I look on this sheet to match the information from bank data to this (client data base) sheet.

Thank you all for your help.
 

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