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Reconciling Multiple Tables of Data Efficiently

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  1. #1
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    08-14-2012
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    Missouri, USA
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    PC Excel 365
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    Reconciling Multiple Tables of Data Efficiently

    Update:
    This post is no longer an accurate reflection of what I'm trying to do. Please click here to see the latest state of the issue.

    ----

    Hello! This is my first time posting to the forum, so I apologize if this is in the wrong place, or if I break any of the usual practice around these parts.

    Here's the project I've got at work:
    • There is an online database of clients that have contacted my company, a leasing agency, in the past calendar year. This database can be downloaded as an excel document ("Doc A").
    • A separate company commissioned us to lease their properties.
    • They gave us an excel document ("Doc B") containing all those who have leased units from them in 2012.
    • Both documents contain thousands of entries, with fields for name, telephone, and contact number.
    • I am supposed to look at Doc B and determine which of their current tenants found out about the property through us.
      Process right now:
      • Start with the first entry on Doc B.
      • Search for an identical entry in Doc A.
      • If there is a match: highlight the entry in Doc A. They found out about the property through us.
      • If there is no match: ignore the entry in Doc B. They found out about the property through someone else.
    • Finally, I am supposed to submit a list of matches found in Doc A to my supervisor.

    Here's a list of things I'd like to do:
    • Find any macros, formulas, etc. to help automate any stage of this process.
      In particular:
      • Hide all empty rows and columns in the file. For some reason, the entries are each at least 15 cells apart when I open either document in excel.
      • Search for identical entries between two separate documents (or at least two separate sheets in the same document)
      • Gain results by searching for only a partial match (e.g. getting results with "johndoe@" vs. "johndoe@thisishislongemailaddress.com")
    • Sort list into "highlighted" and "not highlighted" (descending order) once it is finished.


    As ever, I'm on a tight schedule for this project. Does anyone have any help they could offer? I will give you all the positive vibes I can muster (which is a considerable amount).
    Last edited by EK923; 08-15-2012 at 03:43 PM. Reason: Changed the title to be more accurate.

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