How to get matching data from one report and compare to another

How to get matching data from one report and compare to another

Hi,

I am trying to search the uploaded data in Report B for matching rows in report A and get a sum of the records in Report B that match the Luxury column criteria in Report A.

Report A contains the Luxury column criteria that is hidden in Report B, but we need the matching companies in rows with “Yes” in the luxury column Report A summed up in the form after they are uploaded.

Report A

Company Sub-Type

Luxury

Company Name

2023 Sales

2022 Sales

Services

Yes

Test Company 1

5000000

61000000

Services

No

Test Company 2

3000000

41000000

 

Report B

Company Sub-Type

Company Name

2023 Sales

2022 Sales

Services

Test Company 1

5000000

61000000

Services

Test Company 2

3000000

41000000

Help is greatly appreciated.