I want to match amounts from one excel sheet to another, but using two element requirements

Factual Questions
1

I have to organize the raw data from Workbook 1 so that I can copy and paste the base amounts into Workbook 2 based on ID# and customer names. Each customer name is matched with an ID#. Many different customer names also have the same ID#.

I have to match Workbook 2 with two elements: ID# and customer names.

I have been creating a pivot table with the raw data and manually opening up both documents and typing in the numbers. That is how I was told to do it. I know it can be done using automated method with VLOOKUP (which I don’t know how to use).

IS THIS POSSIBLE?? PLEASE HELP!

2

Actually, I have to match up the DEPT# with the UNIT# and with the COMPANY NAME from Workbook 1 to spit out the base amount onto Workbook 2.

3

Not exactly sure what you’re trying to do, but maybe Data Consolidation is what you need:

http://www.addictivetips.com/microsoft-office/excel-2010-merge-spreadsheets-using-consolidate-data/

4

Use concatenate (or &) to create a custom column that combines the ID and Name so you end up with something like “1234Bob Jones.” You can then do a vlookup or pivot table or with that column.

5

I tend to combine the steps: I create a reference column for the page where the data I need to read is with concatenate, but then my VLOOKUP goes along the lines of

=VLOOKUP(A2&“+”&B2&“+”&C2;etcetc

The + are there as separators, because due to the nature of my data I need to be able to differentiate “123456”&“”&“ghyt” from “123456”&“ghyt”&“”.

The “concatenate on the run” method is not one I’d recommend on first try, but it’s a possibility once you’ve got practice with this stuff.