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The-PC-Guy
The-PC-Guy, Computer Manager
Category: Microsoft Office
Satisfied Customers: 1259
Experience:  20 years experience providing remote computer support
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I am using Excel 2007. I have a large worksheet with Approx

Customer Question

I am using Excel 2007. I have a large worksheet with Approx 112K rows. I am interested in specific groups of transactions where a unique account number is XXXXX and I need all of the associated account transactions. There could be anywhere from 2 - 10 transactions within a group. There is a unique sequence number used for each group of transactions. I can't figure out how to extract only the groups that have the unique account number, with all of the associated accounts. Obviously I can do a filter on the unique acct number but that does not give me the other account transactions associated with it. I have read Bill Jelen's Mr Excel book trying to find a solution but can't identify one. This book has been very helpful for other solutions but need help with this one.
Submitted: 1 year ago.
Category: Microsoft Office
Expert:  The-PC-Guy replied 1 year ago.

The-PC-Guy :

Thanks for using JustAnswer. My name is XXXXXX, X will do whatever I can to answer your question

The-PC-Guy :

if I am to understand you correctly

The-PC-Guy :

you have a collumn of account numbers

The-PC-Guy :

123

The-PC-Guy :

45

The-PC-Guy :

6

The-PC-Guy :

122

The-PC-Guy :

124

The-PC-Guy :

125

The-PC-Guy :

123

The-PC-Guy :

ect

The-PC-Guy :

then a column of other data

The-PC-Guy :

and you want to see the other data where ever the number 123 appears in this colllum?

The-PC-Guy :

does this about sum it up?

Customer :

Not quite. Each of the above account numbers you outlined can appear numerous times, each with a different transaction number. If the account 123 appears in a transaction along with any other account number, I want to see that with all associated account numbers.

Customer :
Cust Number Customer Name Date Sequence Num Account
451550 MURHPY'S 2/23/2007 95361642 008008
451550 MURHPY'S 2/23/2007 95361642 001017
451648 MURPHY'S AT THE PINES 2/23/2007 95361644 008008
451648 MURPHY'S AT THE PINES 2/23/2007 95361644 001017
451657 MURPHY'S 2/23/2007 95361645 008008
451657 MURPHY'S 2/23/2007 95361645 001017
451660 MURPHY'S 2/23/2007 95361646 008008
451660 MURPHY'S 2/23/2007 95361646 001017
452697 MURPHY'S ATCO 2/23/2007 95361647 008008
452697 MURPHY'S ATCO 2/23/2007 95361647 001017
459024 MURPHY'S AT THE LAKE 2/23/2007 95361660 008008
459024 MURPHY'S AT THE LAKE 2/23/2007 95361660 001017
459047 MURPHY AT THE FORGE 2/23/2007 95361666 008008
Customer :
150100 CASH SALE 3/2/2007 95743963 008008
150100 CASH SALE 3/2/2007 95743963 812840
150100 CASH SALE 3/2/2007 95743963 812840
150100 CASH SALE 3/2/2007 95743963 812840
Customer :

If you look at the following examples, at the bottom of this example there is a transaction number 95743963 with 2 different account numbers and 4 transactions. Any time the account 812840 shows, i want to be able to select those 4 transactions. Since none of the account numbers above include this account, I am not interested and don't want to include in my data.

Customer :

I forgot to include the dollar amounts. There would be an amount associated with each of the accounts.

The-PC-Guy :

this is sounding way to complicated, i will opt out so another expert can help you

Customer :

Would some type of nested If statement work?

Expert:  The-PC-Guy replied 1 year ago.
Our chat has ended, but you can still continue to ask me questions here until you are satisfied with your answer. Come back to this page to view our conversation and any other new information.

What happens now?

If you haven’t already done so, please rate your answer above. Or, you can reply to me using the box below.
Expert:  The-PC-Guy replied 1 year ago.
it would be possible to do something like this where if you have column A on a separate sheet filled with the customer numbers you want to match up

I can have the sheet fill in the corresponding account numbers. The only issue is you will get duplicates if they exist, there is no way around this.

Also I would prefer to work from your actual sheet if possible.
Customer: replied 1 year ago.

I did not get a satisfactory answer nor does it appear that you are aware of what I am asking, and I see that my account has been fully charged. Please advise what further information you need so that I can help you to get an appropriate resolution.

Customer: replied 1 year ago.

You apparently did not read the information I provided earlier. I am not trying to match data to a specific customer. If that were the case I could easily do that with a V Lookup. Again, what I am trying to do is retrieve data with a specific account number, 812840 as shown above, and also pull any additional data associated with that transaction's sequence number. I will be unavailable for a couple of days, so if you need a file I can possibly send to you on Friday. Please provide an email address to which I can send the file.


 

Expert:  The-PC-Guy replied 1 year ago.
I am not sure I fully understand the requirements. It would be best for me to refer you to another expert that can better assist you.
Expert:  Rachel-Mod replied 1 year ago.

Hello,

I’m a moderator for this topic. It seems the Professional has left this conversation. This happens occasionally, and it's usually because the Professional thinks that someone else might be a better match for your question. I've been working hard to find a new Professional to assist you with your question, but sometimes finding the right Professional can take a little longer than expected.

I wonder whether you're ok with continuing to wait for an answer. If you are, please let me know and I will continue my search. If not, feel free to let me know and I will cancel this question for you.

Thank you!

Rachel

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