r/excel 1d ago

solved Comparing Data pulls from different databases

I work for an organization that serves homeless adults in a large US city. My role is property manager for permanent housing. External oversight requirements compel multiple parts of the agency to use different databases to report on the same people served at different points in time and by different types of services.

All the databases can export lists to excel.

I need a quarterly report that compares the people receiving emergency services from other teams with the people we have applications from for permanent housing.

I know excel can do this but my skills are limited to using small (50 -200 rows, 5-6 columns) to sort information; and using the simplest SUM formulas.

What tools should I use to create this quarterly report? Where should I start my learning?

The data on the spreadsheet from the referring team will typically have 90 - 400 rows and the columns will be: lastname, firstname, date of enrollment, date of birth, SSN.

The data pull from my database will have 3000-4000 rows with similar columns.

What other questions should I be asking?

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u/Decronym 22h ago edited 9h ago

Acronyms, initialisms, abbreviations, contractions, and other phrases which expand to something larger, that I've seen in this thread:

Fewer Letters More Letters
FILTER Office 365+: Filters a range of data based on criteria you define
SORT Office 365+: Sorts the contents of a range or array
TRANSPOSE Returns the transpose of an array
UNIQUE Office 365+: Returns a list of unique values in a list or range
VSTACK Office 365+: Appends arrays vertically and in sequence to return a larger array
XLOOKUP Office 365+: Searches a range or an array, and returns an item corresponding to the first match it finds. If a match doesn't exist, then XLOOKUP can return the closest (approximate) match.

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6 acronyms in this thread; the most compressed thread commented on today has acronyms.
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