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Change text in column to match earlier row|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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Change text in column to match earlier row
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Tom Borg

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September 12, 2018 - 3:16 am
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Suppose I have the following data:

ADVISOR # ADVISOR NAME
123 Steve
123 Steve
123 Steve
456 Steve
456 Steve
456 Steve
456 Steve
456 Stephen

For any Advisor #, I want to search the Advisor Name column and if the name is different, change it to the first name entry for that Advisor #.

So in this example, there would be no change for Advisor # 123.  However, for Advisor # 456, the name Stephen would be changed to Steve, which is the first entry for that Advisor #.  Is there a way to do this?

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SunnyKow
Puchong, Malaysia

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September 12, 2018 - 9:19 am
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Hi Tom

Assuming your data is in columns A and B starting from row 1.

In cell C2 enter 

=IF(A2=A1,B1,B2)

Copy the formula down column C

Hope this helps

Sunny

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Tom Borg

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September 13, 2018 - 12:01 am
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Thanks, Sunny.  That is close, but where it breaks down is when there are other, different names to be considered.  For example, see the sample data below which adds other Advisor Names.  When "Steve" is no longer the Advisor, the names get offset by one row (see the 4th column).

ADVISOR # ADVISOR NAME CUSTOMER  
123 Steve Rose B Steve
123 Steve Anne W Steve
123 Steven Ralph M Steve
456 Steve Charles R Steve
456 Steve Adelaide A Steve
456 Steve Julian R Steve
456 Steve Cathy D Steve
456 Stephen Isabella B Clay
789 Clay Stephen C Clay
789 Clay Beth B Robert
1011 Robert Carolyn M Robert
1011 Robert Sharon P Robert
1011 Robert Jill H Robert
1011 Robert Marissa C Robert
1011 Robert Sharon P Robert
1011 Robert Staci H Robert
1011 Robert Elizabeth H Daniel
1213 Daniel Gia B Richard
1415 Richard Debra S Richard
1415 Richard Maureen D Timothy
1617 Timothy Beverly K Timothy
1617 Timothy Charles R Bryan
1819 Bryan Deborah M Bryan

Ideas?

Thanks,

Tom

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SunnyKow
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September 13, 2018 - 9:04 am
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Hi Tom

I don't have any problem with the formula. Did you copy the formula to the correct cell?

Please refer my attachment. If it is not correct, please let us know what are the expected results in column F.

Sunny

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