
- #Import data from excel to excel by matching column full
- #Import data from excel to excel by matching column code
- #Import data from excel to excel by matching column zip
#Import data from excel to excel by matching column zip
For strings of numbers, such as ZIP codes where some entries include the ZIP+4 suffix and others don't, you can again use the LEFT string function to recognize and match only the primary ZIP codes. Other abbreviations, such as "Assn" for "Association," may best be dealt with by establishing a data entry style guide and then writing a program to look up and correct improper formats.
You can deal with some abbreviations, such as "Co" for "Company" and "Inc" for "Incorporated by using LEFT string function to truncate the additional characters.
Likewise, you may consider values such as $11,950 and $11,999.95 as close enough to match, but Excel won't unless you tell it to.
While the mind recognizes that "Inc." and "Incorporated" mean the same thing, Excel doesn't unless you have it re-format one word or the other. When you release your mouse button, each cell you dragged over will be populated with the formula, with the cell references adjusted to the appropriate cells in the same row.
Once you've created the formula, you can copy it into all other cells of the identifier column by selecting the cell with the formula and dragging the fill handle over the other cells of the column where you want to copy the formula. (Do not include the single quotes they are there only to indicate the example.) #Import data from excel to excel by matching column full
If you wanted to include only the year in the identifier (because one list uses full dates and the other uses only years), you'd include the YEAR function by entering '=F3&" "&YEAR(G3)' in cell E3 instead. To combine an item description in cell F3 with a date in cell G3, separated by a space, you'd enter the formula '=F3&" "&G3' in another cell in that row, such as E3. To create such an identifier, you concatenate (add, combine) data from two or more cells using the ampersand (&).
In some cases, you can take items from one list and combine them with items from another list to create an identifier, such as a physical asset description and the year it was purchased. #Import data from excel to excel by matching column code
In some cases, an entry may be identified with a code number however, if the same system is not used for both lists, this identifier may create matches where there are none or ignore matches that should be made.
For financial data associated with a given period, such as with tax records, this could be the description of an asset, the date the asset was acquired, or both. You will need an identifier for each column list. The nature of this identifier will depend on the kind of data you are trying to match. If your two lists don't share a common way to identify them, you may need to add an additional column to each data list that identifies that item to Excel so that it can see if an item in a given list is related to an item in the other list. So, go to the Home Tab and click on the “Close & Load”.Give each list item a unique identifier. At this point, your merged data is ready and all you need is to load it into your new workbook. After that, double click on the header and select “Rename” to enter a name for the column i.e. Here in the “Value to Replace” enter the text “.xlsx” and leave “Replace With” blank (here idea is to remove the file extension from the name of the workbook). So, right-click on the column header and select “Replace Values”. At this point, you have merged data from all the files into your power query editor and, if you look closely you can see a new column with the name of the workbooks from which data is extracted. From here, the next thing is to select the table in which you have data in all the workbooks and yes, you’ll get a preview of this at the side of the window. Now, you need to combine data from these files and for this click on “Combine & Edit”. In the end, click OK, and once you click OK, you’ll get a window listing all the file from the folder, just like below. Here you need to locate the folder where you have files. For this, go to Data Tab ➜ Get & Transform Data ➜ Get Data ➜ From File ➜ From Folder. Now, the next thing is to open a new Excel workbook and open “POWER Query”. First of all, extract all the files from the sample folder and save that folder at the desktop (or wherever you want to save it).