Recently I got asked by a colleague to help her identify compare two lists of providers in Excel. In one list there was a list of providers available in May. In the other she had a list of providers available in January. She wanted to identify what providers were in one list but not in the other. So there was a bit of a lost/found issue
In order to do that, I set up a file using the following
- Vlookup function combined with the iferror function.
- Conditional formatting to highlight the missing ones
- Finally, filtering to just show the ones that were missing.
Step 1- Make it easy to see both sheets
Open the file which you can download here:
and set up the two sheets so you can see them side by side.
- View | New Window (click on this once). Note that you will now see 2 after the file name.
- View | Arrange All. Choose Tiled and make sure you tick the box that says “Window of Active workbook” (otherwise all the files you have opened will appear on the screen.
- Click on each sheet so that you see May 2015 on one side and January 2015 on the other.
[fvplayer src=”https://s3-eu-west-1.amazonaws.com/the-excel-expert/Compare_two_file_View_Windows.mp4″]
Step 2 – Use Vlookup to identify what is missing
Create a vlookup to compare the entries using the Provider_Code. Where there is a match, we will see the provider code, where there is no match we will see the infamous N/A.
- Click in cell B2 in the May 2015 sheet
- Click on Formulas | Lookup and Reference | Vlookup
- Click in the Lookup Value box, then click on cell A2. Note that what appears in the box is [@[PROVIDER_CODE]]
- Click in Table Array. Then highlight columns A and B in the January 2015 sheet.
- In the Col_index_num box enter 1 (this is for column 1)
- In the Range Lookup box, enter False.
- Click OK.
- The formula will copy down. Note that for most of the entries you see a provider code. However for some of them there is N/A – that means they are a missing entry.
[fvplayer src=”https://s3-eu-west-1.amazonaws.com/the-excel-expert/Compare_files_vlookup.mp4″]
Step 3 – Using Iferror() to highlight the missing entries
- Click in the May 2015 sheet, click in cell B2
- In the formula bar, click between “=” and the V
- Type in iferr
- Iferror appears in blue underneath the function. Double click on it. =iferror( will now appear to the left of the Vlookup function)
- Navigate to the end of the vlookup function
- Enter a comma (,) .
- Type in “No Match” (include the quotation marks)
- Type in )
- Press Enter
- Note the formula copies down and you will now see No Match instead of N/A
[fvplayer src=”https://s3-eu-west-1.amazonaws.com/the-excel-expert/Compare_files_iferror.mp4″]
Step 4 – To apply conditional formatting
- Click in the May 2015 sheet, Highlight column B
- Click on Home | Conditional Formatting | Highlight Cells Rules | Text that contains…
- Type No Match into the box.
- Click OK. Note that all the No Match entries appear in red.
- Click on the filter icon beside the heading at the top of column C and filter for No Match. If you are not sure how to filter, check out this tutorial here.
[fvplayer src=”https://s3-eu-west-1.amazonaws.com/the-excel-expert/Compare_two_files_conditional_formatting.mp4″]
Homework
If you do the same thing in the January sheet, you should end up with 7 No Matches.
You can view a copy of the completed file here.
That’s way too complicated … I simply stack the data on top of each other, then add a column and label it Compare … put “May” next to May’s data and “January” next to January’s in this new column … then do a pivot table. Put the fields to compare in the Rows and Values and my Compare field in Columns. Then simply do a +/- in the column adjacent to the pivot table, filter for all results not equal to zero and there will be all of my mismatches.
Joe, thanks a million for your suggestion. Always more than one way to do anything in Excel and appreciate you sharing the technique that works for you. Thank you.