How do I extract matching records from two tables?

Question

I'm trying to extract client records from our client database to put together a very targeted email campaign. As an example, the result I want is a list of names and email addresses of those clients who have a record in our system, have not had a visit in our clinic in the last year, and live within 200 miles of our clinic. I can capture the first two criteria in one extract, and the second in another. I can then import those as tab delimited data into Numbers. What I then need to do is create a third table that represents ONLY those records that exist in both tables.
Can someone tell me if this is possible and if so, how to do it?
I'd be very appreciative of any help, thank you.

Answer 1

conejo61 wrote:
I can then import those as tab delimited data into Numbers. What I then need to do is create a third table that represents ONLY those records that exist in both tables.
You can create a column that generates a serial marker on the table from which you want to transfer the data, making all the names that also appear on the other table. Not that the formula will mark only exact matches.
Here's a short example:
Table 1 on the left, is one of the two tables imported from the tab delimited data files. It has other data, but only the names in column A are used to identify records appearing on both tables.
Table 2 on the right, contains the names and other data (represented by the email addresses in column B), to be transferred to the third table.
Column C of this table contains the formula that counts off the rows containing names appearing on both tables. The version below is in C2, and is filled down to the end of the column.
=IF(COUNTIF(Table 1 :: $B,A2)>0,MAX($C$1:C1)+1,"")
Note that jane Doe is not counted (or transferred) as her name is recorded differently on the two tables.
Table 3 is the results table. It contains one formula for each column to be transferred from Table 2 to Table 3.
A2:   =IF((ROW()-1>MAX(Table 2 :: $C)),"",LOOKUP(ROW()-1,Table 2 :: $C,Table 2 :: $A))
B2:   =IF((ROW()-1>MAX(Table 2 :: $C)),"",LOOKUP(ROW()-1,Table 2 :: $C,Table 2 :: $B))
Regards,
Barry
EDIT: I was working in Numbers '09 when developing this, and got the following warning when I saved a copy as an iWork '08 document:
Referencing row or column ranges that include header or footer cells isn't supported. The formula references were updated to exclude header and footer cells.
The formulas in Table 2::C2 references C1. You may have to ensure that Table 2 does not include a header row.
B.
EDIT2: A check on the file in Numbers '08 showed no apparent change to the formula, and editing Jane Doe's name on table 1 resulted in her name being added to Table 3.
Message was edited by: Barry