Excel.Tips.Net: Synchronizing Lists

By Allen Wyatt for Excel.Tips.Net

You may have an occasion when you have two data lists that we want to “line up.” For instance, column A might be a customer account number, while column B displays the customer’s account balance. In columns C and D you then paste a listing of customer payments, with column C being the customer account number and column D being the payment amount. Both lists (A/B and C/D) are sorted by customer account number.

Since not all customers with balances made payments, the A/B list is not in synch with the C/D list. To get them in synch, you need to insert blank cells where needed in columns C/D (and sometimes columns A/B) so that the customer account number in column C matches the customer account number in column A.

If your goal is to match payments to balances, then there is a relatively easy way to do this, without the need to insert cells in the lists. Follow these steps:

1. Insert three blank columns between the two lists. When done, you should have the account balances in A/B, blank columns in C/D/E, and the payments in F/G.

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This post is excerpted with permission from Excel.Tips.Net

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