Multiple Criteria Lookup With Date Range Match
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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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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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. I have attached my sample spreadsheet.
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Jul 11, 2012
I have encountered a situation where I need to essentially accomplish a reverse Vlookup (using index match) and return multiple values.
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Jan 6, 2009
For those of you that love difficult ones, here's one..
I have a sheet that has a column of names.. Across the top row I have dates.. let's say from the 1st through the 31st.... in the body of the report i have different sales numbers and what I am trying to is the following...
1/1 1/2 1/3 1/4 1/5
Johnny 3 4 2 2 1
Becca 3 4 1 1 1
So let's say in this instance, mind you my real report is about 342 rows of names and stats.. Is look for Johnny between 1/3 and 1/4 and average those numbers between those 2 dates...
I've tried everything from sumproduct to vlookups and can't seem to get it right...
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Jan 1, 2014
I would like to ask how can I get to work the index match function (if there's any formula other than this current function its fine) if i have a start date and end date as range date then another criteria for name to get my desired result. im having a hard time to explain so i attached a workbook so you can around it.
I found a formula and tweaked it but still cant get to work.
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Apr 21, 2006
I would like a lookup that takes multiple criteria and that is not an array formula! Unfortunately I decided to use array formulae and my spreadsheet went to over 45mb!! Not good. I've searched the forum for an answer to my questions but couldn't find any! I've attached a spreadsheet as an example. The examples I am using have {Sum(IF)} formulae in it (array) and I would like to change those to others that will not increase the file size so much and will not take too long to calculate.
Basically, I would like a lookup that will return me the Amount Paid and Full Cost based on the person's name and the date. the data and the results table are both on separate sheets. It would be nice to bring that file's size back down to less than 4mb!!
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Aug 19, 2012
The part in green will count the number of entries for the name Johnson & Freedman LLC perfectly fine. However when i add the last part in red i receive a #Value! error.
Col. W is formatted as General and has a data validation for the user only to choose Pass or Fail.
Not sure why it isn't working.
Code:
=SUMPRODUCT(--( 'SCRA'!B26:B29>=Sheet3!C2),--('SCRA'!B26:B29
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Dec 2, 2013
I know need to modify the formula to include validating if the indexed reference occurs within a certain month.
{=INDEX('Duration Calculations'!B$2:B$5000,SMALL(IF(MONTH('Duration Calculations'!$J$2:$J$5000=10),IF(ISNUMBER(SEARCH("br",'Duration Calculations'!$A$2:$A$5000)),ROW('Duration Calculations'!$J$2:$J$5000)-ROW('Duration Calculations'!$J$2)+1)),ROWS(P$100:P101)))}
Essentially, what I am trying to do is index the value from B column if it meets the following criteria
1) Date in column J is equal to any date that occurs in October
2) the Column A has a text value equal to "br"
If both true then I need to index the value in column B.
The formula as states works finding any value equal to "br" but seems to be ignoring the date range.
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Aug 7, 2009
In the attached workbook, the following formula appears in column B of the "dropdown" tab. I want to basically do a two criteria lookup, using the values in column A and the value of cell B1, which is a dropdown based on a dynamic range consisting of the company names on the Discounts tab.(starting with cell E1, extending rightward) To make this easier for testing purposes, I'm curretly using cell E1 instead of B1, which is just text.
It seems like this ought to work, but somehow it doesn't:
=OFFSET(Discounts!$B$1,(MATCH($E$1,Discounts!$C$1:$AA$1,0)),(MATCH(A5,Discounts!$B$2:$B$200,0)),1,1)
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Mar 20, 2014
What formula should I put in NUTRISTATUS column. That will search value in the table of MALE BMI and FEMALE BMI. for example when I input data M(male) in ***(gender), age in M(m0nth) and BMI it will search in MALE BMI table..
and I input data F(female) in ***(gender), age inM(month) and BMI it will serach in FEMALE BMI table.
and if the criteria match will appear the word SEVERLY UNDERWEIGHT or OVERWEIGHT or UNDERWEIGHT or NORMAL or OBESE in NUTRISTATUS Column..
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Aug 30, 2009
=LOOKUP($C1,$A1:$A1,$B1:$B1)
Though i wanted to rid the Na error from it when C is blank
I seen a few ways, And wanted to try the method of using Countif becouse it can be used withen the same cell without using extra cells like another method i seen "=IF(ISNA(A1),0,A1)"
what i know of countif
This function counts the number of items which match criteria set by the user.
=IF(COUNTIF($A1,"")),LOOKUP($C1,$A1:$A1,$B1:$B1),"")
so how the heck can the countif function be used to rid the NA of a lookup. i just cant see a relationship between counting a lookup.
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Oct 21, 2006
I am trying to solve a problem. I am currently using this formula
= SUMPRODUCT(--(Sheet2!B2:Sheet2!B300="MARKETING"),--(Sheet2!D2:Sheet2!D300="200612"),Sheet2!E2:Sheet2!E300)
This formula works for me as it is but I would like to add more months to 200612. I want this to also be 200701 and 200702. In another cell there will be up to 10 months. Is there a way to do a Vlookup or something that will look up these months in another table, rather than keep typing them out in the formula?? Otherwise my formula will be very long.
So the info looks like this in excel
MARKETING 200612 -10
MARKETING 200701 -25
MARKETING 200708 -50
ECONOMICS 200709 -30
The info goes on and on. The two variables are the MARKETING column and the month column. My problem is that I would like a seperate table that can be the months. So 200612 and 200701 is one table, and 200708 and 200709 is another table. The table changes often so I dont want to mess with the formulas, rather a table.
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Feb 5, 2014
(File is attached here)
I am trying to work on Sheet 2(Details per person). I want to be able to display all items in a row that matches the 2 criteria (Skype ID and Date) and the items are based from Master Raw file which is in another sheet. I would like to just use index and match.
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May 28, 2014
I have a Excel 2010 workbook used to rota in a large amount of staff for a call centre, which is split into four teams. Each sheet corresponds to a month of the calendar year eg Jan201, Feb 2014 etc..
What im trying to do is put in a sheet at the front of the workbook that I can select the team, which populates the list of staff in that team and then checking across a specified date range gives the shifts that those respective staff will be working for the set time period (probably be looking at a seven day period and a 1 month period). (This in turn will be printed out to give to the staff members.)
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Nov 13, 2013
I would like to match a value between a weight range.
For example:
0-0.5 gram is $2
0.5-1 gram is $3
So, if my weight is at 0.3, the formula should give $2.
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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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Feb 9, 2012
I have data like this:
Code:
500a
TRUE470b
440c
TRUE410d
TRUE380e
350f
[Code]...
and I want to look up an approximate value in Col2, say 310, and return it's next-highest friend from Col3, in this case "g". This is easy enough with INDEX and MATCH. But I want to take it one step further and only use those values which are approved by Col1 - so in this case I want 310 to ACTUALLY return "e"
I found some good information here which gets me close. The following works very well. It uses a boolean & operator to match two values at once, but it only works for exact matches. This example goes down the list and finds the first "sydney" which has an "x" and gives the result "h".
Code:
xmelbournea
sydneyb
xadelaidec
xmelbourned
sydneye
[Code]....
When I use this approach on data like in my first example it falls over, my guess is because the boolean & falls down before the MATCH function has a chance to accept an approximate match.
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Feb 20, 2008
I'm using an index array formula I learned here to lookup a value between 2 sheets in a workbook. I have had no trouble using it when matching just 2 pieces of information (first & last name), but now I need to make 3+ matches to get the value & the formula is no longer working.
When I check "show calculation steps" in the attached example, I can actually see that all 4 items have successfully matched across the 2 sheets but for some reason the formula is still not pulling in the desired value. Am I wrong to think that I can match more than 2 items w/ this kind of a formula?
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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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Mar 9, 2009
I'm trying to figure a formula that provides a numerical value when certain criteria are met across a range of cells. The criteria are numerous though and here is where I'm having trouble.
For example, the formula needs to look at Cell A5, then at a range of cells (C5,G5, E5, I5) and depending on the value of those cells provide a predetermine result in Cell K5.
For example, IF (A5 = 'A', and C5=1 or G5=1 or E5=1 or I5 = 1, then P5 must = 15), or if (A5 = 'A', and C5 or G5 or E5 or I5 = 2, then P5 must = 10), or if (A5 = A, and either C5 or G5 or E5 or I5 = 3, then P5 must = 6), or if (A5 = A, and either C5 or G5 or E5 or I5 = 4 then P5 must = 2), or if (A5 = A, and C5 or G5 or E5 or I5 = 5, then P5 must = 1)…….this needs to be duplicated for a list of possiblities.
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Dec 26, 2012
I'm making a schedule grid has varying start & stop times. I've made a table so the people using it can check that there is overlap when they are scheduling themselves and the members of their shift.
The rows have the employees and the columns has the hours, (one row for each hour in the year 2013)
Each employee has a 1 under each hour where they work and they can easily see where their shift overlaps onto the next persons and by how many hours. I also have a row on the bottom that checks how many people are on at any given time so everyone can check that we have a minimum number of people on and a maximum number as well.
As it is pretty difficult to look at this grid as it is, i made a 2nd table which we could print to see which days we shoud come in and what time. (with each column being the day/ date and the cell having the time frame one comes in.)
The problem i have is that if any adjustments are done to the first table, (with the hourly columns) it isn't reflected in the 2nd table.
I've created a LOOKUP table with each hour/ shift, but i do not know how to have lookup check the starting hour, the ending hour, and what date it is.
I was considering placing a look-up formula in each cel for each employee for each day for the entire year, i just don't know what the formula should look like.
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Dec 27, 2012
I have a spread sheet with multiple columns. I need a formula to look at criteria from three specific columns in the spread sheet and spit out a description from a key I created. Here is an example.
This is the key I created:
Record Kind
Group
Group Name
Category
[Code] .....
The spreadsheet has the same columns so I need a formule to look in the spreadsheet and if it sees each combination as in the key to spit out the category name from the key.
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Jul 26, 2013
I manage a list of web-based classes offered by my company - each class name, date, time, and attendance is recorded in the list. Periodically, we send out marketing emails for these classes to promote attendance, which is also recorded in the list.
Issue: I have a summary list of the class names (where each class is only listed once) and I'm trying to come up with a formula that will pull the class date for the last time that course was marketed.
I have attached an example of what I am trying to do - using colors instead of class names. The last date marketed for each color is already hard-keyed into the summary to show what should be there.
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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$143,FALSE),"NO VAT","")))
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May 20, 2014
I am trying to do an INDEX/MATCH to return a value based on multiple lookup_values.
The workbook is attached, and what I am trying to accomplish is this:
If 50, 75, or 90 are selected from Column D drop down of this (Main) worksheet, then return Column A, B, and C values for those rows to the Report worksheet.
So in my sample spreadsheet, John, Jim, and Jack's information should be returned on the Report worksheet because their Column D shows 50, 75, and 90. Alice, Wanda, and Cindy's information should not be returned on the Report worksheet because their column D shows Budget Only, Contacting, and 100.
My current INDEX/MATCH formula is =INDEX(Main!$C2,MATCH(50,Main!$D2),0), but this only works when column D has 50 chosen because I have only asked MATCH to return info if it finds something with 50 because I do not know how to ask it to search for multiple lookup_values.
So, as you will see, only John's information is returned on the report worksheet, but Jim and Jack's are not.
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May 17, 2013
I have attached a demo spreadsheet to define the problem.
I wish to populate column K (Risk Rating) with data retrieved from the table, based on the corresponding information from Columns I & J.
e.g. I5 + J5 = Short term illness or injury + Unlikely. This corresponds to cell E9 (11) in the table so required response in K5 would be 11.
Help Book1.xlsx
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Jun 3, 2014
I have a cell that contains a long string of text.
I want to be able to lookup in it to see if any word from a list is in it, if it is to return text dependant on which word is in that cell.
Seems like it should be easy but looking up the multiple values is making it difficult.
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Aug 6, 2014
I've attached a sample of the data I'm using.
I have two spreadsheets (the samples for which I have shown side by side in Sheet 1 of the attached file).
Spreadsheet 1 is about 30,000 rows and too large for me to change the formatting and structure.
Spreadsheet 2 is the output I need and the format is required by other stakeholders.
In spreadsheet 1 I want to sum quantity in stock for Type 1, Type 2 and Type 3 for each product and allocate it to spreadsheet 2 according to the month in which the product expires. For example, there will be a total of 92 units of product 413302 which will expire in Nov, 2014. Therefore I want 92 to be placed in cell N6 of Spreadsheet 2.
Unfortunately the product number is not unique - there are multiple sub products in spreadsheet 1 but they all have the same quantities of stock. The sub products are referenced in other parts of the report so I can't consolidate by Product Number. This also prevents me from using the SUMIFS function as it will duplicate the number found in the sub products.
What I need, perhaps in a combination of functions, is to find the first instance of product 413302 in Spreadsheet 1 that is expiring in Nov 14, sum the product types and give the result in cell N6 of Spreadsheet 2.
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