Formula To Sum Multiple Match Criteria?
Jan 28, 2014
I am needing a formula to sum info from 1 book to another based on two lookup criteria. Its the sort of info you can easily get with pivot tables or filters but my colleague needs a copy and pastable formula so it can be automated.
There are two workbooks Order Index example.xlsxCash Flow book example.xlsx; one called "Order Index" has a list of orders placed along with supplier name (Col C), date due for payment (Col H) and value of order (Col I). The other workbook, used by a colleague is called "Cash Flow" and contains a list of supplier names (Col B) with row 1 containing months (1st Jan 2014, 1st Feb 2014 etc).
Under each month on the "Cash Flow", I need to show the sum of orders due for payment within that month, for each supplier named (in Col B). In other words, sum the figures from the "Order Index" based on supplier name and date due for payment.
Often, on the Order Index there is more than one order per month from a supplier and the dates due are specific days (10th Jan, 21st Jan etc) and these need summing up for the 1st Jan 2014 Column in the Cash Flow book.
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Dec 3, 2013
In the attached I have a pricing list on sheet 2 based on various criteria and on sheet 1 dropdown lists to match the criteria.
In cell B12 i have an index match that I can not get to return a value.
Is Index Match the correct method of returning a result? Or have I just got the formula wrong?
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Feb 5, 2013
Is it possible to use an Index/Match formula that looks at multiple criteria?
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Jun 20, 2007
I am trying to get my INDEX & MATCH formula to retreive data from my table.
This is what I can do so far:
Jan-07Feb-07
100 12
250 45
=INDEX(table,MATCH(B13,balance),MATCH(C13, date))
But I am trying to get it to get another row to look up as well.
I want it to look up the color then the 100 or 250, then the date.
Jan-07Feb-07
red100 12
red250 45
blue100 78
blue250 1011
=INDEX(table,MATCH(B13,balance),MATCH(C13,date))
I think i need to insert another match code in the row section but cant seem to get it to work.
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Apr 28, 2012
I am having such a difficult time creating a macro that will reduce the 5+hours I have to spend each week manually copying & pasting all of this data. I making an IMMENSE difference in this worker bee's life!
I have a workbook with two sheets (Sheet1 & Sheet2). Sheet1 has license #'s in column A and the state that the license belongs to in column B like this:
COLUMN ACOLUMN B11111Alaska11112Alabama11113Arkansas11114Arkansas
Sheet2 has three columns. Column A has the license #'s, column B has the state that the license belongs to and Columns C shows a line-of-authority tied to that license #.
COLUMN ACOLUMN BCOLUMN
C11111AlaskaProperty11111AlaskaCasualty11112AlaskaLife11112AlaskaHealth11112
AlabamaProperty11112AlabamaCasualty11113ArkansasLife11113ArkansasHealth11114
ArkansasLife11114ArkansasHealth12345ArizonaProperty
I'm trying to write a macro that will compare the license # and state in Sheet1 to the license # and state in Sheet2. If it matches, append the contents of Column C to the corresponding row in Sheet1.
Here's the thing...Sheet2 contains the entries for all licenses in the company (so this table is HUGE). And there are multiple entries for each state license # (notice how there's two entries above for AK license # 11111 - one for the Property line and one for the Casualty line.
After my macro is run, I want Sheet1 to show all the lines-of-authority on a single line. So if I ran my macro on the above example, after it's run I would have this in Sheet1:
COLUMN ACOLUMN BCOLUMN
C11111AlaskaProperty Casualty11112AlabamaProperty Casualty11113
ArkansasLife Health11114ArkansasLife Health
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Nov 21, 2012
I am using this formula but I don't know how to get it to populate more than one cell.
Here is the formula:
=INDEX(APPROVED!$A$3:$A$1000,MATCH($F$4&$H$1,APPROVED!$D$3:$D$1000&APPROVED!$C$3:$C$1000,0))
It has multiple matches but I can only see the first match in the cell.
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Dec 2, 2013
I would like to extract Bill cost from "rule" sheet and insert it to "data" sheet using index-match functions. My problem are multiple criteria and multiple matches.
The criteria are Column: Cost type, Power, Penalty Category (The logic goes like AND function).
And I want it to extract "Bills" value from "rule" sheet.
There are multiple matches in all columns (Cost type, Power, Penalty Category) which cause wrong extraction.
How do i solve this problem with index-match function?
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Jan 21, 2014
See attached file, "Rate Sample Index-Match Formula".
I need a formula to return the value at the cross section of two (2) lookup values that match. This formula will be input into column D under, "RATE" on the 1st tab, "TEST FILE".
In the 1st tab, "TEST FILE" there are a series of columns as follows;
A = Service
B = From
C = To
D = Rate
In the 2nd tab, "RATES" there is a series of rates with drivers From (green) & To (blue)
The formula needs to do the following;
1. Lookup the "From" value in column B on tab, "TEST FILE" and match to column B2:B59 on tab, "RATES" both highlighted in green
2. Then Lookup the "To" value in column C on tab, "TEST FILE" and match to row C1:BH1 on tab, "RATES" both highlighted in blue
3. Then return the value at the cross section of the match "From" (point 1 above) & "To" (point 2 above) in range C2:BH59
For Example;
The rate From SYD To CBR = 0.33. I have highlighted this in yellow on both tabs to show where the formula needs to lookup the data to return the answer.
Additionally, if we were to add service as an additional lookup match how would this work?
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Jan 19, 2010
I have been trying for the last 2 hours to write a formula that does the following;
If a number appears in this table (on another worksheet named VAT Codes) then return VAT but if it appears in this table (on another worksheet named VAT Codes) then return NO VAT. The following formula returns VAT but N/A when it should say NO VAT; =IF(F3="","",IF(MATCH(F3,'VAT Codes'!$I$7:$I$19,FALSE),"VAT",IF(MATCH(F3,'VAT Codes'!$K$7:$K$143,FALSE),"NO VAT","")))
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Mar 7, 2013
I am trying to return a reference to the first cell that meets several conditions. I can calculate a column (say Col E) that tells if each row meets condition with
=IF(AND(IF('number of cases by year'!B28:B547>'cumulative distribution >0 '!F51,TRUE,FALSE),IF('number of cases by year'!$A$2:$A$521>=DATE('% of cases captured'!$C$3,'% of cases captured'!$A$3,'% of cases captured'!$B$3),TRUE,FALSE)),TRUE,FALSE)
Then to find the first time this is met I use
=MATCH(TRUE,INDEX(E2:E521,0),0)
Is there a way to do this all in one step? I tried
=MATCH(TRUE,INDEX(IF(AND(IF('number of cases by year'!B20:B539>'cumulative distribution >0 '!F43,TRUE,FALSE),IF('number of cases by year'!$A$2:$A$521>=DATE('% of cases captured'!$C$3,'% of cases captured'!$A$3,'% of cases captured'!$B$3),TRUE,FALSE)),TRUE,FALSE),0),0)
but it does not seem to work. It returns #VALUE
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May 23, 2014
I am making a table that reads from an list of employees. I have attached a sample sheet (changed the names). The list includes Name, 2014 Start Date, Pay Type, Job Title, Location, Weeks, Hours, Avg. Hours.
I need a formula that will list employees on a separate sheet based on the following criteria:
2014 Start Date = 1/1/2014
Avg. Hours >=30
I have worked with a number of INDEX MATCH combinations but I cannot get the formula to quit at 30 Avg. Hours whenever I drag the formula down. I also have seen some employees that average over 30 hours get "skipped" over whenever I drag the formula down.
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Mar 8, 2009
On sheet one, I am trying to match the employees job code for that particular week in cell K2. The vlookup/match is trying to find the particular job code for that employee number for that particular week ending.
Cell A2 (sheet 1, shows their employee #),
Cell J2 (sheet 1) has that particular week ending.
Cell K2 has this formula in sheet 1:
=VLOOKUP(A2,Sheet2!A:C,3,MATCH(J2,Sheet2!$D$1:$D$5,0))
Sheet 2
Column A = employee numbers
Column C = job codes (which I need to appear in cell K2 for sheet 1)
Column D = has the week endings to match against column J in sheet 1
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Oct 7, 2013
I am trying to create a formula to pull in the mgmt fee% into the investor capital forecast tab, based on two vaiables. The client's AUM(column B), and their Tier (column A). It should pull in 1.157% from the Mgmt fee schedule tab, based on AUM of 314MM, and Tier 3.
indexmatch.xlsx‎
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Aug 1, 2012
I am trying to do an index match with multiple criteria and it keeps on returning a 'False' value. I am also not sure if it is adjusting the indexmatch lookup values for each row.
Code:
Sub Check()
Set ws1 = ActiveWorkbook.Sheets("SprocketPartData")
Sheets("SprocketPartData").Activate
Set ra = ws1.Range(Cells(2, 4), Cells(65536, 4).End(xlUp))
Dim c As Range
[Code] ........
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Dec 15, 2013
I have 2 workbooks and would like to use an index match formula to populate the data in the second workbook. I wanted to populate TOTAL HOURS in workbook 2 by matching "Month To Date" and "Employee ID" from Workbook 1.
Workbook 1
A
B
C
D
E
F
1
Supervisor
First Name
Last Name
Employee ID
Total Hours
[Code] ...........
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Jul 1, 2014
I need to write a formula using Index Match that is looking at to criteria field. I've done this formula before with one criteria field but now I need 2 and the way I'm writing it isn't working.
=(INDEX('Agent Weekly DataSheet'!G:G,MATCH('Agent Weekly Overall Scores'!B8,IF('Agent Weekly DataSheet'!F:F='Agent Weekly Overall Scores'!G8,IF('Agent Weekly DataSheet'!B:B='Agent Weekly Overall Scores'!C8,'Agent Weekly DataSheet'!B:B),0))))
The bolded piece is what I can't figure out.
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May 4, 2009
I have a couple of desired outcomes.
1. I want to find the “Close” price based upon “Date” and “Time” input (search criteria).
2. I want to know when (what time) a “Price” (input) falls between the “High” and “Low”, on a specified date.
DateTimeOpenHighLowCloseVolumeTimeDateTimeCloseTime2/24/200913:00138.21138.23138.18138.22410.022572/24/200913:00#N/ABUY2/24/200913:01138.23138.30138.18138.26680.02260SELL2/24/200913:02138.25138.28138.21138.28340.022632/24/200913:03138.27138.37138.27138.35680.022662/24/200913:04138.36138.41138.31138.33440.022692/24/200913:05138.34138.44138.32138.39330.022712/24/200913:06138.40138.45138.37138.41350.02274
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Apr 19, 2006
I'm trying to create a template that will be able to return a sales persons call target based on the category they sell and the current level they are. It works when I only ask it to look for one or the other, but I'm getting stuck trying to make it use both. I've attached a small sample. My original equation is as follows
=INDEX($C$2:$Q$51,MATCH($B2,$A$2:$A$51,0),MATCH(G$1,$C$1:$Q$1,0))
and this works perfectly fine. The problem I've now got is I need to add in a second criteria for setting the row_num. I've tried the following but I get a ref error. =INDEX($C$2:$Q$51,AND(MATCH($B3,$A$2:$A$51,0),MATCH(D3,$B$2:$B$51,0),MATCH(G$1,Telesales!$C$1:$Q$1,0)))
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Jun 9, 2014
Getting a formula that will generate the corresponding rating attached to a row value and columns header as per below example:
EnglishSS1 EnglishSS2 EnglishSS3 Rating
10 20 30 3
20 30 40 2
30 40 50 1
Where my variables would be based on whether a person is under EnglishSS1 and getting a score of <=10, the resulting rating would be 3. I know this is doable by doing a vlookup with a range lookup value of false. However I have roughly 70 column headers and it will be a bit taxing to combine an If and Vlookup statement to address it.
I have attached a sample sheet for reference : Book1.xlsx‎
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Jun 22, 2014
with a multiple criteria index match array!
I have attached an example where I need to bring back a result matching 4 specific criteria, but I cannot seem to get it to work at all!
I have attached an example dataset with the formula that I was trying to get right (and failing miserably!!)
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Feb 9, 2010
We're selling language courses that have a different price depending on when a course is taken. We're trying to build a price quote application that needs to look up a certain school and course and price driven by a start date.
How can I build a lookup function that says: pick the price of school X and course Y when the start date falls between dd/mm/yyyy and dd/mm/yyyy?
I manage to build a look up function with MATCH and INDEX when the condition of start date is exactly matched but dont know how to instruct it to match a value between a start and end date.
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Oct 26, 2011
I'd like to return multiple rows with two matches on criteria (ID and First Term). I'm able to return all grades for a given ID but do not understand how to get the second criteria, First Term, in my statement.
=INDEX($F$2:$F$12, SMALL(IF($A16=$G$2:$G$12, ROW($G$2:$G$12)-MIN(ROW($G$2:$G$12))+1, ""), COLUMN(A1)))
Code reflects the ALL GRADES data below.
TERM SUBJECT NUMBER CRN CREDITS GRADE ID
1 Biology 301 12345 4 B 123456
2 Biology 302 23456 4 B 123456
3 Biology 303 34567 4 A 123456
3 Biology 338 65432 4 C+ 234567
3 Biology 338 54321 4 A 345678
1 Biology 336 43210 5 B+ 456789
1 Biology 337 43210 2 A 456789
1 Biology 338 65432 4 B+ 456789
1 Biology 301 12345 4 A 567890
2 Biology 302 23456 4 A 567890
3 Biology 303 34567 4 A 567890
Row Labels Min of TERM Count of GRADE First grade All grades
123456 1 3 B B B A #NUM! 234567 3 1 C+ C+ #NUM!
345678 3 1 A A #NUM!
456789 1 3 B+ B+ A B+ #NUM! 567890 1 3 A A A A #NUM! Grand Total 1 11
* Need all grades where TERM = Min of Term
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Dec 29, 2011
The below formula was provided by PGC, and works great:
=INDEX($E$15:$E$18,MAX(IF($A$2:$A$8=A15,MATCH($E$2:$E$8,$E$15:$E$18,0))))
In post:
Complex Array(?) Search
Now, I would like to add the ability to perform this same action/concept, but using two different criteria.
So I want to keep the hierarchical listing of importance, but lookup/match within using more than one criteria.
Example:
I have an order of superseding to apply to results of a search for Fruit.
Great
Good
Fair
Poor
(so Good supersedes, Great; Fair supersedes, Good; etc.)
Column A____Column B____Column E
Apple_______Red_________Fair
Apple_______Red_________Poor
Apple_______Green_______Great
Pear________Red_________Great
Pear________Yellow_______Great
Pear________Red_________Good
Pear________Red_________Fair
I want my verification to return all the worst Red fruit:
For Apple Red: Poor
For Pear Red: Fair
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Dec 14, 2013
When I enter my formula on the same sheet the data is on, I get the answer I am looking for, but when I enter it on a separate sheet, I get #N/A
Here is the formula on the sheet that contains the data: (works perfect)
=INDEX(K1:M144,MATCH(H17&I17,K1:K144&L1:L144,0),3)
Here is the formula on the separate sheetreturns #N/A)
=INDEX(List!K1:M144,MATCH(D4&E4,List!K1:K144&List!L1:L144,0),3)
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Feb 22, 2014
I have two different workbooks. In workbook1 I have a table like below:
A
B
C
[Code]....
What I want to do is to create a drop down menu in workbook2 where I can select a name
and then see below what time that person is working each day of the week.
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Dec 30, 2008
I am trying to create a formula that will lookup multiple criteria within a table, one of those criteria being a date that falls within a certain date range. The purpose of the data is for billing tenants and owners in a building. I have successfully been able to use Index Match to lookup 2 criteria, one of them being a specific date match (see my attachment). However, I need to add a third criteria looks up the date that falls between a specific date range. The concept is to run a query where I enter a Unit (apartment) number into one cell, a Billing Date into another cell and the Type (Owner or Tenant) into a third cell to determine the Name of the person who fits these criteria... Criteria A Lives in Apt XX, Criteria B Who's lease start date and end date is inclusive of the Billing Date that I entered and Criteria C who matches the Type of customer, either Owner or Tenant.
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Oct 12, 2012
I'm trying to create a formula that will lookup multiple criteria within a table, however the problem I am having is that one of the criteria needs to fall within a certain a date range. I've used index & match to look up the dates when they match exactly, but how to return the same value for when they fall within a date.
I have attached the spreadsheet - Date Range.xlsx! The requirement is to get the correct "pay" from the "Contingent Workers" sheet to the Timesheet sheet. So it will match the Employee ID, but also the date on the Timesheet tab will fall between/or be the exact date indicated on the contingent workers tab.
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Mar 17, 2009
Im trying to have a formula look at two diferent columns and if they meet the criteria add the third column.
I tried using sumproduct but It wont give me anything but error messages or a zero.
Looks like this
=SUMPRODUCT(A:A="Stewart",(G:G="Fiduciary"),C:C)
Need it to say:
if column A = Stewart and Column B = Fiduciary then add up the amount in Column C
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Mar 26, 2009
Column A would be Recipe Numbers, Column B the Planned Total.
I want to search column A for all matching recipe numbers.
Then, any recipes that match, look in column B for the planned totals, adding all incidents where they match.
Then the most difficult part, which just occured to me now.
I only need the Total Planned Total and Recipe name reported once.
Recipe#..........Planned Total
450................100
600................75
620................125
450................50
620................180
450................100
600................200
450................110
I will not be able to sort these lists.
If-Match-Sum? to display:
Recipe#............Total Planned Total
450....................360
600....................275
620....................305
I've researched for the first part... and it seems like Match will only find the first match and not look further? Am I wrong on this?
How to display the results hadn't even occured to me yet, since I was still trying to figure out how to GET the result.
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Jul 16, 2012
I'm trying to figure out how to write a VBA Match function that can look for multiple criteria and return the row number of a successful match.
I have about 255,000 rows of data on the worksheet "Filtered". Column B contains my Item Number and Column D contains the supply source. I want to find the row where ItemNumber and SupplySource match my variables and then return the value from Column C.
I can do a match for one criteria, but where I'm having problems is getting it so the two matches are on the same row.
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