Content Comparison

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This describes the cross-check process between the master lists and Sierra to ensure we have all orders documented.

Team File

The team files can be found on Box (Sierra Recon) under the folder called Team Lists to Check.

The Team file will have 4 tabs pmaster, emaster, psierra and esierra  The ones that have master will have abbreviated data pulled from the master list for the cross check process. You will need to run 2 Lists from Sierra, one for print and one for electronic and you'll put that data in the corresponding sierra tabs.

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1. Sort the entire sheet by ORD Type
   1. Select entire sheet
   2. Hit Data menu at top, then select Sort
   3. Click "My data has headers" at top right
   4. Use Sort by pull-down to select ORD TYPE and hit OK
2. Replace the Order Type codes with the real types
   
   1. Select the entire ORD Type column 
   2. Do a Find and Replace (Ctrl+F)
   3. Under Search choose By Columns
   4. Now work your way through the codes to replace them with the types using your cheat sheet (see Image 10) by filling in the code and replacement text and hitting Replace All
      
      
3. Replace the codes in the Status column with the Status text the same way.
4. Cut the entire Record # column and paste it in front of the Title column so the record numbers are in Column A (see Image 11)

Comparing Master List to Sierra (print and electronic)

Next you'll go to your master tab (pmaster) in this case and do a match to the corresponding sierra tab (psierra) by following these steps:

1. Insert a blank column in front of Column A (Order #) in the pmaster tab.
2. Do a VLOOKUP formula in Cell A2: =VLOOKUP(B2,psierra!$A$2:$A$140,1,FALSE)
   1. The red numbers in the formula above will have to be changed based on the number of rows in your psierra tab
3. Then copy that formula into each row with data in the pmaster tab (see Image 12)
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4. Now sort that sheet (pmaster) by Column A using the Data > Sort functions that you used before

5. Scroll down to the bottom and you should see all the non-matched rows at the bottom (#N/A will be listed in Column A rather than an order number)

   1. Highlight those non-matched rows in yellow (see Image 13)
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6. Delete Column A (matching column) 
7. Now repeat the process to compare the sierra tab to the master tab for each type.
8. Then repeat the entire process to compare the emaster and the esierra tabs to each other

Checking the Non-Matched Titles

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So in our example collection one of the order can be removed since it falls into Scenario #2 from above, and one will be added to the master tab since it falls into Scenario #3. The title marked On Order should have actually been cancelled so it's status was changed and it was removed from the sierra tab.  If you are not sure what to do with a title just leave it highlighted and I'll review it, you can also add notes in last column.

Submit File for Review

Once you finish comparing both print and electronic and reviewing any titles that don't match you can save the file and add move it to the folder in Box (Sierra Recon) called Team Lists for Review.