Comparing 2 Lists with a Twist

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We love to compare. The instinct to compare leaves no one. Even my two year old twins compare their toys with each other (and fight).

It would make Excel hugely popular if Microsoft builds a handy data comparison tool right in to it. Alas, they have customizable ribbon, 3d effects & equation editor…

Since comparison is one of the main uses of Excel, we have written extensively about it here.

[Read: Compare 2 lists quickly, Compare 2 lists – detailed tutorial]

But there is always one more interesting comparison problem. Today, I want to share one such problem, based on a comment left by N-Man.

The Problem – Compare 2 lists with another 2 lists

I have to do a comparison between to sets of staff lists, where name that are highlighting in the first list who do not appear in the second list have left the firm, and people highlighting in the second list who do not appear in the first are new arrivals.

To further muddy the issue, when I say ‘list’, what I actually have is one column for 1st names and another for surnames in both instances.

Assuming N-Man managed the cast of Harry Potter movies, may be he was talking about something like this:

Comparing first name, last name with a list in Excel

The Solution – SUMPRODUCT, Conditional Formatting & Coffee

Lets bring our most important ingredient for this problem first – coffee.

Once you pour yourself a strong cup of this, the solution for our problem should become apparent.

  1. The first step is to give names to all the four lists. While this is not mandatory, it simplifies our solution and reduces our blood pressure.
  2. So lets call them list1, list 2, list 3 & list4.
  3. Now, we need to highlight all items in list1 & list2, whenever they do not appear in list3 & list4. (and vice-versa)
  4. This is where SUMPRODUCT comes in to picture.
    1. Assuming the lists are in columns B,C, E,F and starting from row 6,
    2. =SUMPRODUCT(–(list3&list4=$B6&$C6))=0 will be TRUE if the fist item Minister Rufus Scrimgeour does not appear in second set of lists.
    3. As you can see, we are exploiting the power of SUMPRODUCT to concatenate both lists (list3, list4) dynamically and check in that for the name in B6&C6.
    4. So the portion (list3&list4=$B6&$C6) gives us a bunch of TRUE, FALSE values based on the comparison of B6&C6 with in list3&list4.
    5. The double negative sign — is used to convert a set of logical (boolean) results to numbers (1s and 0s) as SUMPRODUCT is meant to work with numbers, not boolean values.
    6. Then, we see if the result is 0 (SUMPRODUCT(–(list3&list4=$B6&$C6))=0), to see if there were no matches. Had there been at least one match, the SUMPRODUCT would return a positive number.

But wait, We need to highlight

Since we want to highlight the missing items in each list, we need to use Conditional Formatting and feed this SUMPRODUCT formula to it.

So, select the first 2 lists (list1, list2), go to Conditional Formatting > Add rule.

Select the rule type as use a formula to determine which cells to format

Now, type the formula =SUMPRODUCT(–(list3&list4=$B6&$C6))=0

Conditional Formatting rule to compare firstname, last name with another list

And set the formatting to whatever you want.

Click OK and we are done!

Apply the same formatting rules for List3 & List 4, but this time the rule becomes =SUMPRODUCT(–(list1&list2=$E6&$F6))=0

That is all.

Download Example Workbook

Click here to download the example workbook to understand this technique better. Examine the CF rules to learn more.

How would you compare?

The problem posed by N-Man mimics many real world comparison problems. You want to compare 2 lists, but subject to some condition. For example you want to see which customer product combinations are new in a particular month (compared to previous month, say). While we can use helper columns & then write simple COUNTIF formula to do the same, using SUMPRODUCT allows us to extend this model in many more ways.

What about you? Do you face similar comparison problems at work? How do you solve them? Please share your techniques and ideas using comments.

Learn More ways to Compare

If your work involves fair bit of comparison & related data analysis, check out these articles to learn more.

Want to Learn More Formulas? Join Our Crash Course

If you want to learn SUMPRODUCT and 40 other day to day formulas, and how to use them in situations like this, then consider my Excel Formula Crash Course. It has 31 lessons split in to 6 modules and makes you awesome in Excel formulas.

Excel Formula Crash Course from Chandoo.org

Now, if you excuse me, I have a comparison problem to solve. My daughter is comparing her hello kitty toy with my son’s scooter and now they are fighting!

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30 Responses to “Great News: Chandoo becomes MVP”

  1. arkangel says:

    Congratulations! It's well deserved. 🙂

  2. Bhars says:

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  3. Frederick says:

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  4. Harish Chotai says:

    Thanks for the excel calendar. Is it possible to get a simple big fonted calendar printable on an A4 size paper without any distracive notes or visuals? BTW, I have already signed up for your newsletter. With warm regards and
    Gratefully yours
    50+ year old CHarish.

  5. Pankaj Verm says:

    Hey Chandoo,

    Great to hear that. Congratulations! The best new year gift, I would say. Keep it up, u've been doing extraordinary work for the excel users community.

    Regards,

    Pankaj Verma

  6. Amit says:

    Congrats dude... fantastic news!

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    congratulations! your site is great, this is well deserved

    Rich

  8. Arnold says:

    I recently found your site, I visit many. The tips that you provide are in the top 1% of all the sites I visit. Keep on Excelling.

    Arnold
    South Africa

  9. Jorge Camoes says:

    Congratulations, Chandoo! That's a great way to start the year and make the PHD even better.

  10. Jiri Cihar says:

    Congratulations, Chandoo.

    Your site is one of most useful on the net. Happy new year and lot of ideas you will present for us.

  11. Amit Agarwal says:

    Congrats.

    Just read your name in an email from Abhishek. Well deserved.

  12. Jon Peltier says:

    Congratulations, and Happy New Year.

  13. Fchaves says:

    Greetings from Rio de Janeiro my friend! You trully deserve it!

    Nive way to start 2009! Keep up the good work!

    FC

  14. Santosh says:

    That was quite forseeable , so you have now really got your PhD in excel.
    Anyways Chandoo you have made excel a real Fun doo
    I will like you to write some more on INDEX and MATCH function in near future.

  15. Ketan says:

    @Hey Chandoo ! Congrates....

    Ab to treat mangta hai !

  16. Rajiv Thakur says:

    Well deserved Chandoo!!

  17. Cheryl says:

    Congrat's!! Very well deserved 🙂

  18. azmat says:

    i always browsed mr.excel and used to see MVP writtne below names of people who used to solve queries in excel forum there......i just used to admire as to what they have special in them that they are MVP......

    but now i got my answer...............u deserve it man..........

  19. Chandoo says:

    @All: thanks everyone 🙂

  20. JP says:

    Congratulations Chandoo, nice job!

  21. Subbaraman says:

    Chandoo,

    A well deserved recognition and a good start to the New Year. Continue your good work.

    Subbu

  22. Vishal Haria says:

    Many Congratulations.
    You deserve a Ph.D. 🙂

  23. Govar says:

    Congrats dude. Rock on!

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    Please reply...

    Regards,
    Dipak Khalasi.

  26. Jon Peltier says:

    Dipak -

    The first thing you need to cultivate is the ability to search the web effectively. You could start by Googling "Microsoft MVP". 

  27. [...] boy and girl which has been made hectic and incredibly fun ever since to their life.He has been awarded MVP status in 2009 by Microsoft(and renewed in 2010,2011 & 2012).His MVP profile is here.If you want to contact him direct then [...]

  28. Sumit says:

    Congrats Chandoo!!

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