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Old 12-08-2018, 03:09 PM  
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Microsoft Excel - How often do you use it?

For advanced users, tell us some of your tricks in terms of using the formulas and such.

For beginners, ask questions here, hopefully answers could be provided.

As for me, my question to the experts/advanced users,

Let's say if I have a spreadsheet with column A that has names, typically last name, first name and middle initial (example: Smith, Joe Steve). Column B has names that is typically the same as column A, except it would be missing the middle name or a misspelling on the first name (example: Smith, Joe).


Column A would have say 450 names and Column B would have 150. How can a "near" match search be found, after utilizing the conditional formatting that highlights duplicate values?
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Old Yesterday, 10:24 AM   #46
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There are some pretty cool plug ins you can find for Excel if you search hard enough.

I used a plug in tool from Able Bits called duplicate finder that helped me clean up data tables in Salesforce from massive duplication of leads/contacts and other data issues. Worked great.

Now there are so many videos on Youtube and teaching series, it's pretty easy to resolve your issues or learn new tricks.
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Old Yesterday, 10:31 AM   #47
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Old Yesterday, 11:08 AM   #48
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Quote:
Originally Posted by SithCeNtZ View Post
I don't know anything about your company obviously, but storage and processing power is so cheap now that you could probably build a DB for free in something like AWS on their free tier. You'd have to learn how to use it of course, but don't let cost be a reason you don't do it.
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Old Yesterday, 12:00 PM   #49
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Quote:
Originally Posted by SithCeNtZ View Post
I don't know anything about your company obviously, but storage and processing power is so cheap now that you could probably build a DB for free in something like AWS on their free tier. You'd have to learn how to use it of course, but don't let cost be a reason you don't do it.
Can do some real powerful stuff in Excel when you start using external data connections. I used to use Access religiously but most people aren't familiar with it. I started using Excel connecting to live data with parameters and it blows people's minds when I send them a spreadsheet and tell them it auto updates everytime they open it.
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Old Yesterday, 12:04 PM   #50
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I would set up a third table, ideally on it's own tab , that would have one row for each spelling that appears in either of the two lists you are trying to match. That row would have at least two columns, one with the spelling and the other with a unique code for the person the spelling belongs to. (You might want to use separate columns for first and last names.) This would be a many- to-one mapping, of course. The code could be numeric, text or both, as long as it is unique. Then, matching the two lists is easy
You just use the third table to resolve each spelling to a unique code that can be used for matching, perhaps via VLOOKUP(). You may want to learn about SOUNDEX, which is one way to help get many-to-one mappings of names.

The "third table" will need to be updated with new spellings, but that can be done as a matter of maintenance.

Last edited by DanT; Yesterday at 12:17 PM..
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