Need to do complex lookups and referencing of data across differently sized samples in Google Sheets
So, some background: I have a Google Sheets document with several sheets of information.
Two sheets hold data that needs to be checked against one another.
Sheet A is a list of contact data (and many other columns of classifying data that is irrelevant to this process, but makes it difficult to do all of this with a single sheet).
Sheet B is a shorter list of names (all of whom are on Sheet A), a date and a dollar amount for each.
When data is entered into B, we enter either the street address or email they provide us at the time as a way of ensuring that two people with the same name do not get mis-matched. If an email is provided, we try to use that.
I need to create a third sheet (C) for easily displaying the data from B with the contact information of the corresponding names stored in A.
While this may not seem complex, I have been running into a lot of issues making this work.
example:
Sheet A: Contact data
Name | Street Address | City | Prov | Postal | Email |
John Smith | 123 Smith Lane | Smithtown | ON | x0x 0x0 | [blank] |
Jane Doe | [blank] | [blank] | [blank] | [blank] | Doe@doecorp.co |
Tim Philips | 111 Philips Crt | Phillipston | ON | z2z 2z2 | [blank] |
Joe Test | [blank] | [blank] | [blank] | [blank] | Joe@testorg.ca |
Sheet B: Donations
Name | Street Address | Email | Date received | Amount (2018)
John Smith | [blank] | smith@smithorg.org | 20/NOV/2018 | $175 |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
Sheet C: output for mail merging (Filter-sorted by email addresses)
Name | Address | Email | Date received | Amount (2018) |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
John Smith | 23 Smith Lane Smithtown, ON x0x 0x0 | [blank] | 20/NOV/2018 | $175 |
Ideally, the individual mailing address fields from A would be pulled and combined into a single cell in the end result. (we use the others to sort and filter our data
google-sheets
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
add a comment |
So, some background: I have a Google Sheets document with several sheets of information.
Two sheets hold data that needs to be checked against one another.
Sheet A is a list of contact data (and many other columns of classifying data that is irrelevant to this process, but makes it difficult to do all of this with a single sheet).
Sheet B is a shorter list of names (all of whom are on Sheet A), a date and a dollar amount for each.
When data is entered into B, we enter either the street address or email they provide us at the time as a way of ensuring that two people with the same name do not get mis-matched. If an email is provided, we try to use that.
I need to create a third sheet (C) for easily displaying the data from B with the contact information of the corresponding names stored in A.
While this may not seem complex, I have been running into a lot of issues making this work.
example:
Sheet A: Contact data
Name | Street Address | City | Prov | Postal | Email |
John Smith | 123 Smith Lane | Smithtown | ON | x0x 0x0 | [blank] |
Jane Doe | [blank] | [blank] | [blank] | [blank] | Doe@doecorp.co |
Tim Philips | 111 Philips Crt | Phillipston | ON | z2z 2z2 | [blank] |
Joe Test | [blank] | [blank] | [blank] | [blank] | Joe@testorg.ca |
Sheet B: Donations
Name | Street Address | Email | Date received | Amount (2018)
John Smith | [blank] | smith@smithorg.org | 20/NOV/2018 | $175 |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
Sheet C: output for mail merging (Filter-sorted by email addresses)
Name | Address | Email | Date received | Amount (2018) |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
John Smith | 23 Smith Lane Smithtown, ON x0x 0x0 | [blank] | 20/NOV/2018 | $175 |
Ideally, the individual mailing address fields from A would be pulled and combined into a single cell in the end result. (we use the others to sort and filter our data
google-sheets
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
add a comment |
So, some background: I have a Google Sheets document with several sheets of information.
Two sheets hold data that needs to be checked against one another.
Sheet A is a list of contact data (and many other columns of classifying data that is irrelevant to this process, but makes it difficult to do all of this with a single sheet).
Sheet B is a shorter list of names (all of whom are on Sheet A), a date and a dollar amount for each.
When data is entered into B, we enter either the street address or email they provide us at the time as a way of ensuring that two people with the same name do not get mis-matched. If an email is provided, we try to use that.
I need to create a third sheet (C) for easily displaying the data from B with the contact information of the corresponding names stored in A.
While this may not seem complex, I have been running into a lot of issues making this work.
example:
Sheet A: Contact data
Name | Street Address | City | Prov | Postal | Email |
John Smith | 123 Smith Lane | Smithtown | ON | x0x 0x0 | [blank] |
Jane Doe | [blank] | [blank] | [blank] | [blank] | Doe@doecorp.co |
Tim Philips | 111 Philips Crt | Phillipston | ON | z2z 2z2 | [blank] |
Joe Test | [blank] | [blank] | [blank] | [blank] | Joe@testorg.ca |
Sheet B: Donations
Name | Street Address | Email | Date received | Amount (2018)
John Smith | [blank] | smith@smithorg.org | 20/NOV/2018 | $175 |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
Sheet C: output for mail merging (Filter-sorted by email addresses)
Name | Address | Email | Date received | Amount (2018) |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
John Smith | 23 Smith Lane Smithtown, ON x0x 0x0 | [blank] | 20/NOV/2018 | $175 |
Ideally, the individual mailing address fields from A would be pulled and combined into a single cell in the end result. (we use the others to sort and filter our data
google-sheets
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
So, some background: I have a Google Sheets document with several sheets of information.
Two sheets hold data that needs to be checked against one another.
Sheet A is a list of contact data (and many other columns of classifying data that is irrelevant to this process, but makes it difficult to do all of this with a single sheet).
Sheet B is a shorter list of names (all of whom are on Sheet A), a date and a dollar amount for each.
When data is entered into B, we enter either the street address or email they provide us at the time as a way of ensuring that two people with the same name do not get mis-matched. If an email is provided, we try to use that.
I need to create a third sheet (C) for easily displaying the data from B with the contact information of the corresponding names stored in A.
While this may not seem complex, I have been running into a lot of issues making this work.
example:
Sheet A: Contact data
Name | Street Address | City | Prov | Postal | Email |
John Smith | 123 Smith Lane | Smithtown | ON | x0x 0x0 | [blank] |
Jane Doe | [blank] | [blank] | [blank] | [blank] | Doe@doecorp.co |
Tim Philips | 111 Philips Crt | Phillipston | ON | z2z 2z2 | [blank] |
Joe Test | [blank] | [blank] | [blank] | [blank] | Joe@testorg.ca |
Sheet B: Donations
Name | Street Address | Email | Date received | Amount (2018)
John Smith | [blank] | smith@smithorg.org | 20/NOV/2018 | $175 |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
Sheet C: output for mail merging (Filter-sorted by email addresses)
Name | Address | Email | Date received | Amount (2018) |
Joe Test | [blank] | joe@testorg.ca | 15/OCT/2018 | $200 |
John Smith | 23 Smith Lane Smithtown, ON x0x 0x0 | [blank] | 20/NOV/2018 | $175 |
Ideally, the individual mailing address fields from A would be pulled and combined into a single cell in the end result. (we use the others to sort and filter our data
google-sheets
google-sheets
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
edited Nov 20 '18 at 21:28
Tim Williams
87.3k97086
87.3k97086
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
asked Nov 20 '18 at 20:52
Galilee CentreGalilee Centre
31
31
add a comment |
add a comment |
1 Answer
1
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votes
This should put you on the right track, click on the link for the whole spreadsheet.
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issuecode=if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0)))codeEDIT: No it did not. But those without either street or email will use the name and get the corresponding address
– Galilee Centre
Nov 21 '18 at 20:24
add a comment |
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1 Answer
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1 Answer
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oldest
votes
This should put you on the right track, click on the link for the whole spreadsheet.
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issuecode=if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0)))codeEDIT: No it did not. But those without either street or email will use the name and get the corresponding address
– Galilee Centre
Nov 21 '18 at 20:24
add a comment |
This should put you on the right track, click on the link for the whole spreadsheet.
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issuecode=if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0)))codeEDIT: No it did not. But those without either street or email will use the name and get the corresponding address
– Galilee Centre
Nov 21 '18 at 20:24
add a comment |
This should put you on the right track, click on the link for the whole spreadsheet.
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
This should put you on the right track, click on the link for the whole spreadsheet.
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
answered Nov 20 '18 at 21:47
Michal RosaMichal Rosa
1,3191814
1,3191814
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issuecode=if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0)))codeEDIT: No it did not. But those without either street or email will use the name and get the corresponding address
– Galilee Centre
Nov 21 '18 at 20:24
add a comment |
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issuecode=if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0)))codeEDIT: No it did not. But those without either street or email will use the name and get the corresponding address
– Galilee Centre
Nov 21 '18 at 20:24
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Thank you so much for the quick reply. This is exactly what we are looking to do. (although it shows up with N/A on those fields it does not find a match for)
– Galilee Centre
Nov 21 '18 at 19:24
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
Update: If any donation is logged using a mailing address, it will only ever show the street address in Merge. If the street address is removed from the Donations sheet, the full address appears in Merge
– Galilee Centre
Nov 21 '18 at 20:03
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issue
code =if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0))) code EDIT: No it did not. But those without either street or email will use the name and get the corresponding address– Galilee Centre
Nov 21 '18 at 20:24
The columns are different because of the difference in our test and actual sheets. but this modification to the address column of Merge fixed the issue
code =if(Donations!B2<>"", Donations!B2, index(Database!$C$2:$C$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$D$2:$D$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$E$2:$E$50,MATCH(A2,Database!$B$2:$B$50,0))&" "& index(Database!$F$2:$F$50,MATCH(A2,Database!$B$2:$B$50,0))) code EDIT: No it did not. But those without either street or email will use the name and get the corresponding address– Galilee Centre
Nov 21 '18 at 20:24
add a comment |
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