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Q: Comparing Customer Information from two excel files ( No Answer,   1 Comment )
Question  
Subject: Comparing Customer Information from two excel files
Category: Computers > Programming
Asked by: theprofessor12-ga
List Price: $10.00
Posted: 24 Oct 2004 19:57 PDT
Expires: 02 Nov 2004 20:06 PST
Question ID: 419543
Each file contains customer information - Name, Street, City, State,
and Postal Code.
One file has approx 7k rows and the other 15k.  My task is to match up
the customers that are the same, and compile a list of customers that
are unique.  However, this task is more difficult than it sounds.  It
is difficult because two same customers can have two different names -
i.e.  Saint Barnibus Healthcare in one file could be written as St.
Barnibus Hospital in another, with the same city, State and postal
code.  I would like to see all of the hospitals that are exact
matches, then all of the ones that are close in matching, and with
these I would decide if they are matches (manually).  I am not sure if
excel/access can perform this task....The way I would like for this
program/formula to work is that it should first match the state, then
the postal code, then the city, then street name and lastly the
customer name. Basically, in sum, I have two files, and I need to come
up with one file that contains the matches of the customers that are
on both files.  Conceptually it does not seem difficult, but to do it
is harder than it sounds.
Answer  
There is no answer at this time.

Comments  
Subject: Re: Comparing Customer Information from two excel files
From: frde-ga on 25 Oct 2004 02:34 PDT
 
My first reaction would be to sort the files by the Post Code

I don't use Excel much, so I am unsure of the details, but my general
methodology would be to add a field to each record in each file
indicating its source ie: File A or File B.
Then I would merge the two files into one large file.
Then I would sort by postcode and flag obvious duplicates for batch removal.

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