Solved

Highlight records in multiple Excel files

Posted on 2014-04-23
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Last Modified: 2014-04-30
Our markting group has two spreadsheets.  One is a list of users who registered for a webinar.  Standard information like first and last name and email address.

After the webinar session they had a temp contact all attendees and log their call information in our CRM.  They would now like to check the CRM information and ensure everyone who signed up for the webinar received a follow up call.

The temp is now long gone, but they exported the calls table from the CRM and now want to compare it with the original registration list.  What they found was the temp was keying in the contact information in the Subject field of the calls table, instead of logging it under first name and last name.

I now have an Excel sheet which contains different items in the Subject field, ex:

"Webinar follow up- Webinar Subject-Company name-Contact full name,Contact Title"

Unfortunately not all subject entries are the same.  Some are missing company name, some the webinar subject.

Is there any way to complete a filter or sort in Excel which can look up the full name in the original registration worksheet and highlight any records in the CRM sheet where that same full name is written somewhere in the Subject field?  It needs to search the string within subject, but the full name should be there somewhere.

I have used conditional formatting in the past, but always on an exact match of the entire cell value, never on just a portion of the data string.

Feedback appreciated!
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Question by:DrakeCA
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Expert Comment

by:Patrick Matthews
ID: 40018194
Possibly, but almost certainly not with 100% accuracy.

It would be really helpful if you provided some sample files, with any confidential information scrubbed.
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Author Comment

by:DrakeCA
ID: 40018251
OK, attached are the two files.  One contains the CRM data with the Subject field.  The other contains users who registered for the webinar.
CRMData-Clean.xls
RegUsers-Clean.xls
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Author Comment

by:DrakeCA
ID: 40022707
Anyone have suggestions on this one?
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Accepted Solution

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DrakeCA earned 0 total points
ID: 40023498
This post can be ignored.  Solved it by using a SQL query in Access.
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Author Closing Comment

by:DrakeCA
ID: 40031573
Solution was provided using SQL query instead.
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