Using Power Query, I merged the two tabs with an Inner Join based upon the Reference Column. Here is the Mcode for each file and then the Merge.
Tab A required Trim and Clean of Reference first
let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{" reference", type text}, {"total_cost", type number}, {"total_sell", type number}, {"toms_tax", type number}, {"gross_profit", type number}, {"net_profit", type number}, {"margin", type number}, {"markup", type number}}),
#"Trimmed Text" = Table.TransformColumns(#"Changed Type",{{" reference", Text.Trim, type text}}),
#"Cleaned Text" = Table.TransformColumns(#"Trimmed Text",{{" reference", Text.Clean, type text}})
in
#"Cleaned Text"
Tab B required Trim and Clean of Reference to Match Tab A
let
Source = Excel.CurrentWorkbook(){[Name="Table2"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source,{{"agent_name", type text}, {"amount", Int64.Type}, {"created_at", type datetime}, {"created_by_name", type any}, {"currency_code", type text}, {"department", type text}, {"exported", type logical}, {"exported_by", type any}, {"iti_start_date", type datetime}, {"itinerary_internal_ref", type any}, {"lodgement_date", type datetime}, {"lodgement_ref", type any}, {"notes", type text}, {"reference", type text}, {"iti_end_date", type datetime}}),
#"Reordered Columns" = Table.ReorderColumns(#"Changed Type",{"reference", "agent_name", "amount", "created_at", "created_by_name", "currency_code", "department", "exported", "exported_by", "iti_start_date", "itinerary_internal_ref", "lodgement_date", "lodgement_ref", "notes", "iti_end_date"}),
#"Trimmed Text" = Table.TransformColumns(#"Reordered Columns",{{"reference", Text.Trim, type text}}),
#"Cleaned Text" = Table.TransformColumns(#"Trimmed Text",{{"reference", Text.Clean, type text}})
in
#"Cleaned Text"
Once cleaned, they were merged
let
Source = Table.NestedJoin(Table2, {"reference"}, Table1, {" reference"}, "Table1", JoinKind.LeftOuter),
#"Expanded Table1" = Table.ExpandTableColumn(Source, "Table1", {" reference", "total_cost", "total_sell", "toms_tax", "gross_profit"}, {" reference", "total_cost", "total_sell", "toms_tax", "gross_profit"})
in
#"Expanded Table1"
The worksheet is attached for your review. When you add new rows to each of the Tabs then click on Refresh in the Data Tab. You may be required to do that twice, once to update the query and second to download the updated information.
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