Partial Keys: Matching on the First Characters and Finding Numbers Inside Text
This lesson is part of the course
In this lesson
You cut variant codes down to their base code with LEFT, look the base codes up in the catalogue, check with IFERROR(FIND(…)) whether a bank text mentions the expected invoice and count the payments that can be matched automatically.
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Lessons in this course
- Match or Missing: COUNTIF in Both Directions & Status Flags Locked
- Composite Keys: Customer & Invoice, Stripped Prefixes and False Matches Locked
- Duplicates Inside a List: COUNTIF, First Occurrences and Inflated Totals Locked
- Changed Values: XLOOKUP the Other List and Flag Each Field Locked
- Tolerance Matching: Amounts Within a Few Cents and Dates Within N Days Locked
- Partial Keys: Matching on the First Characters and Finding Numbers Inside Text Locked
- The Reconciliation Summary: Totals A vs B, Explained and Unexplained Differences Locked
- The Exception Report: A Numbered List of Every Open Item Locked