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Cross-referencing help for work project

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  1. #1
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    Cross-referencing help for work project

    I work for an investment banking company as an intern. I am prett good with excel...but I am struggling with this one. I could do this a long way, but there is alot of data so I am trying to figure out the most efficient way possible.

    I have two lists. One is a master list of the stocks that we cover. The other list contains the ticker symbols of stocks that are contained within a particular fund's portfolio. I need to search within the fund list and cross-reference with the company list and extract the shared names. So essentially, I need to extract the shared items between the two lists. For example, say the company list contains: AATI, ACAD, ACMR, ACOR, ACV, AEIS. And the fund list contains, AAI, ADCT, ADTN, AIRM, ACMR. The common item here is ACMR. I want to be able to run either a macro or some other search function/formula that I can take that shared entry, ACMR, and move it to a new list--or even better, highlight the shared entries in the fund list. (i.e. in the fund list ACMR would be highlighted...indicating that we cover that stock). Thanks.

  2. #2
    Forum Expert JBeaucaire's Avatar
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    Re: Cross-referencing help for work project

    I would use conditional formatting for this. Have you ever used that?

    If you give the master list of Stocks ticker symbols a "named range", something like OurStocks, then you could use that name in a conditional formatting formula.

    Then on the portfolio listing, highlight those tickers and apply a CF. Let's presume you highlighted cells A2:A100, ok? After highlighting those cells:

    1) Click Format > Conditional Formatting
    2) Click Condition1: Formula Is
    3) Enter this formula: =COUNTIF(OurStocks,A2)>0
    4) Click Format...Pattern...Yellow color (or your choice)
    5) OK

    Now all the ones that are in the OurStocks named range will light up for you.
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