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rupshaw0813 · Jan 5, 2011, 02:35 PM

I use aging reports at work for accounts which I import into excel 2003 each month. A lot or most of these accounts are carried forward from last months report because they are still in aging again this month. I would like to link the individual accounts either by workbook or worksheet when they are a repeat from the previous month or months report to avoid having to research the account anew.

JBeaucaire · Jan 6, 2011, 05:26 AM

Let's see what you mean. Click GO ADVANCED and use the paperclip icon to post up a desensitized copy of your workbook.

rupshaw0813 · Jan 6, 2011, 07:24 AM

Sorry I do not know what you mean by GO ADVANCED.

JBeaucaire · Jan 6, 2011, 09:53 AM

It's a button below the "answer this question" box below, it takes you to a more advanced reply window with more controls.

rupshaw0813 · Jan 7, 2011, 03:43 PM

I do not have the Go Advanced button. I do have 2 months desent. Attachments I can send but I don't see a path

JBeaucaire · Jan 8, 2011, 07:08 AM

You can use the links in my signature below to email me your file via my website. Be sure to include a link to this thread in your email so I know where the file is coming from, I get a lot of emailed requests. I will watch for it...

rupshaw0813 · Jan 10, 2011, 10:01 AM

Boy I am really getting a complex.. When I click on your https://www.askmehelpdesk.com/members/jbeaucaire.html link I do not get to a place I can send an email for my attachment. Please help

JBeaucaire · Jan 10, 2011, 12:20 PM

In my signature below, you should see a "Visit Jerry Beaucaire's Excel Macros and Files"... that's the link.

rupshaw0813 · Jan 10, 2011, 03:43 PM

The email with the attachments was sent

rupshaw0813 · Jan 11, 2011, 12:09 PM

JB did you get my email?

JBeaucaire · Jan 11, 2011, 03:07 PM

Yes, I have the two files. There is nothing in them to show what you want to do.

JBeaucaire · Jan 12, 2011, 02:57 AM

Originally Posted by rupshaw013

What I am trying to do is take what is under the Comment column on the Dec2010 attachment and move it to the Previous Notes column on the Jan2011 attachment if the Account ID is repeated from Dec2010 to Jan2011.

Open both files, then put this formula in the January file, cell I2, then copy down:

=INDEX('[RU Aging Dec2010.xls]Enterprise'!$K:$K, MATCH($A2, '[RU Aging Dec2010.xls]Enterprise'!$A:$A, 0))

rupshaw0813 · Jan 12, 2011, 08:20 AM

This works great. I put the formula and updated the information on my production report and all my comments moved just like I wanted. You have been a great help.

I do get a warning to the left of my cell advising Formula Refers to Empty Cells even though it works so I don't know if that makes a difference.

For future reference so I can explore further what type of formula is this?

Thanks again you have been great

JBeaucaire · Jan 12, 2011, 09:33 AM

INDEX/MATCH is the most powerful of the lookup functions (LOOKUP(), VLOOKUP(), HLOOKUP(), INDEX()). I use it pretty much for everything.