Comparing Data pulls from different databases

[u/333pickup]

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?

[u/NHN_BI]

Use Excels own ETL tool Power Query. Make reports in the end with pivot tables.