Index And Match - Display Customer Name Taken From Table
Jul 27, 2014
Look at the image I've attached.
I'm trying to have the table on the right match the first two columns to display the customer name taken from the table on the right.
testtable.jpg
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Nov 1, 2005
I have a column that contains sale # and another column that has cust names.
How could I get the highest 10 sale #s for a specific customer?
Is this a place for index / match?
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Sep 24, 2009
Using Excel 2003 and am trying to do a calculation by customer, by service type. Attached is the workbook and I've tried numerous ways to do this. On the revenue calculation worksheet, I am tryng to calculate the type of service minutes from the data retrieve worksheet, multipled by the service rate on the rate table for the specifc type of minute by customer. I'd like to build it as a vlookup by customer and then by service type, but have run into difficulty.
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Jan 12, 2009
I have a table with the months from B1:M1 & Customers from A3:A35. B3:B35 are transaction numbers. On another sheet, I have a cell, C2 with the name of the month that I type in, I've named it MONTH. I also have a seperate section for each customer that NBVC has helped me populate from another sheet based on MONTH and their actual transactions. At the bottom of the section, I want it to populate from this other table based on the month in the MONTH cell.
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Feb 16, 2014
I have a Pivot table (see picture) and in another field I want to be able to type in the Month and Year (e.g. January 2012) and return the worst performer of the 8 suppliers. I have been trying to use SMALL in conjunction with INDEX(MATCH(MATCH)) but it doesn't appear to be working.
I am sure there is a simple solution but it is evading me at the moment.
excel.jpg
This is where I am at with the formula. Maybe I can use the IF function somehow?
=INDEX('Pivot Tables'!B19:I19,MATCH(Summary!G3,'Pivot Tables'!A20:A41,0),
MATCH(SMALL('Pivot Tables'!B20:I41,A5),'Pivot Tables'!B20:I41,0))
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Jan 19, 2009
I have a number of identicle tables, that have all been seperatly named. On a summary tab i am using an index match formula to pull back key pieces of data from the table that is identified by cell B2. So if in B2 their is SCB, i would like the formula to apply to the table SCB. The formula (when useing the word SCB works fine):
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May 20, 2009
Need in index and match function from a pivot table. I have enclosed an attachment with the sheets that I use. "Data" - contains the data, "Pivot" is the pivot from the data, and "Output sheet" is the sheet where the cells need to be populated.
Basically what I would like to do is to take the pivot and then match the currency, the time indicator and thereby also fill in the value for the matched cell. I have been racking my brain how to do this and I fail miserably.
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Jan 8, 2013
My VBA currently reads a weekly updated table and basically dumps it to the end of a masterfile table...however I need to add a small section that will then go back to the beginning and line by line copy one cell in a single column to the same table but to the previous year.
i.e.
G8:G12345 contains this weeks sales which have already been added to the bottom of the masterfile (along with lots of other data)
A8:A12345 contain a barcode
B8:B12345 contain a date
What I now need to do is lookup the barcode and Date -1 year (so 2013 becomes 2012) and write the same data to column AG(n) for 2012. I could use formulas to lookup the data in the Master Table but I am trying to keep this table free of any formulas.
It's the match and index, and write bit I'm struggling with, looping through the inital data is not causing me any problems.
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Feb 13, 2013
I regularly use the Index/Match formula. I just noticed, when indexing a table of subtotals, the match doesn't necessarily pull in the subtotal, but rather pulls in the first instance found in the rows that have been subtotaled. Is there a way to index/match the subtotal table to force the match to only view the subtotals, not the rows grouped to create the subtotal? I know I can manually, copy/paste the subtotals to "remove" the grouped data from the index range, but was hoping for an easier solution.
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Aug 25, 2014
I have a workbook (workbook1) with multiple sheets (sheet a, sheet b, sheet c), all with the same column headings. One of the columns in each sheet of this workbook contains an invoice number.
In a different workbook(workbook2) I need to find the invoice details based on sheets a-c from workbook1.
So, in workbook2 I can input the invoice number in column a and the rest of the details will be pulled through based on whichever sheet (a-c) from workbook1 that the details are in.
Workbook1 is normally closed (from reading others posts, the INDIRECT function might do what I need but would not work with workbook1 closed)
Working with just 1 sheet in workbook 1, the following formula works perfectly:
=INDEX('[workbook1.xlsx]sheet a'!$V:$V,MATCH(A2,'[workbook1.xlsx]sheet a'!$W:$W,0))
How to do the same, but looking in sheet a, b and c at the same time for the answer?
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Aug 19, 2008
I'm trying to extract the selected suppliers orders from a 1000+ rows list ; like appearing with the example of supplier "D" ; and the new one should be dynamic , it means if any data added to the source orders list and if the supplier was one of the selected the new table automatically update ; or can be refreshed
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Oct 4, 2013
Excel 2003
I have a table with a header row of scores 1-10 in B4:K4.
In column A I have a list of locations A5:A68. People in each location were asked to score an event between 1 and 10. The count of their scores is under B4:K4, eg Location 1, 3 people scored 1 (entered in B5), none scored 2 (C5), 6 scored 3 (D5) etc through to the score for 10 in K5.
What I am after is the average for each location so that in L5 I can say 'for all the respondents for Location 1, the average was:...
This may be a bit more complicated than it appears as presumably there will be a requirement to multiply the number of respondents by their scores and then ... ?
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Mar 26, 2009
I have 2 sheets recording feedback and summarising the overall percentages for each trainer.
My boss wants me to do this by month!?!?!
I have created a third sheet but I am not sure how to do the following:
Look up the trainer name
Look up the month
identify the percentages for each category
create an overall average of these percentages
So for example if Jon smith trained twice in JAN getting 100% and 50% in cat1, it would display 75% in the cat 1 cell and so on.
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Nov 29, 2007
I have at the top of a table the titles and then 3 rows under it. the titles are text..whereas the rows filled with number.
What i want in a cell is to display the text(of the title) of a corresponding value in the same column!..[simply 'look for a specific number in a table,and display the title of that column).. i input all info but returns #value error!does it not work with text?
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Jun 25, 2014
I'm struggling with match, index and lookup functions. I have a formula in column D that calculates the percentage of answers against the total score for that category. The way it calculates enables me to delete rows if they are not needed and still provide a total count and a percentage score.
Now the percentage is returned from a dynamic data set, I want to plot the percentages on a spider/radar chart. Instead of manually creating the chart or using a pivot, I wanted to lookup the percentages (column D) against the category (Column A) in question and plot so the chart updates as the user changes the answers.
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Jan 7, 2010
I'm having a bit of a block with an index/match formula that I am trying to create for the attached spreadsheet. i.e. I need to populate cell J3 with the info the corresponding letter contained in the table to the far left. The numbers of reference to match are the 'zones' in H3 and J2.
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Oct 8, 2009
I have this table
.......A.....B.....C....D
1.....I......a.....d.....g
2.....II.....b.....e.....h
3.....III....c.....f......i
As you can see, the number I has a,d,and g, II has b,e,and h, and III has c, f, and i
I want to make formula that if I make the input g it would return I, f would return III, and c would return III, and so on
I want to make four formulas by using VLOOKUP, INDEX, MATCH, INDEX&MATCH separately.
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Dec 12, 2009
i have one excel sheet (refer attach) i give some example 7 to 8 customers, but in sheet nos. Of customer name a to z suppose to 3000 customer list. Now i want to create automatic customer alfa- numaric code.
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Jan 21, 2010
I'm trying to hone a quoting tool to generate an amount based on a given range and minimum charges for specified subsects of the range. If you reference the attachment I'm trying to calculate a charge in cell K15 based on values in B9 and C10 referencing the table I8:R9. What I cant figure out is how to create a minimum charge of 50 for J8:P9 (points A-G) and a charge of 95 for Q8:R9 (points H-I).
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Dec 14, 2007
I have 3 sheets (Master,Detail1,Details2) in my workbook. In the master sheet I w'll have customer names. In the detail1 & 2 sheet2 I will have their details.
When I click on the customer name from my Master sheet it will go to corresponding sheet. I have provided link for that and it's working fine.
But my requirement is when I click the customer from Master sheet, I want to get into the detiled sheet as well as want to display the records only related to the custmor I clicked/selected in my master sheet.
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Oct 8, 2009
I am trying to match data from 2 independent sets, formatted slightly differently so not sure which function would work best for me. From the attached file, I am trying to match the date and time stamp (in cell A1) with that from the other data (in this example in cell E1) and return the data (from cell F1) to cell C1. So basically any date and time stamp before 04/03/09 04:00 will return a value of 44 (this value should appear, therefore in cells C1 - C30)
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May 23, 2014
We know how INDEX/MATCH works, and it's very nice. I attached a COUNTIF to it to count how many times the index finds itself on another table; if it doesn't find itself, then it goes blank. However, this time I need to count how many times it finds a certain string condition in the other table.
sampleexcelhelp.xlsx
The columns that need to be filled are shaded in dark pink.
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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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Feb 1, 2007
I have a master worksheet that contains a lot of datas. Example below:
Invoice # Code Customer Money
1 1101 a 10
2 1102 a 20
3 1102 b 30
4 1103 c 40
5 1104 d 50
6 1101 a 60
7 1103 c 70
After creating a pivot table with code, customer as Row and money as Data, I get this:
Sum of money
Code Customer Total
1101 a 70
a Total 70
1102 a 20
a Total 20
b 30
b Total 30
1103 c 110
c Total 110
1104 d 50
d Total 50
Grand Total 150
Suppose now, I have another data named Rate that I need to associate with each pair of Code and Customer. See below:
Sum of money
Code Customer Total Rate..................
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Dec 16, 2008
Example:....
i m wanting Cell B1 to display true if any of the values in column C match otherwise I want to display false.
A 1
B 0
C 0
D 0
But I can't determine how to get this done.
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Feb 4, 2014
I have two sheets of data , sheet A and Sheet B.
Sheet B contains a column called "Name" and for each name, and for each name there are corresponding numbers. In sheet A, I have a "list of interest" in column A. What i want to do look through the data in sheetB to find a match from the list of interest and return the corresponding letters, located in column A.
I have filled out the first two rows of results that should be returned as an example.
One idea i had was to put a vlookup formula in each column result 1 to result 6 so i can catch all 6 "Serves" columns from column B, but there may be duplicates in the serve columns and vlookup only reports the first match.
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Aug 28, 2012
Basically where the columns say 2011 or 2012 AND 1, 2, 3. I want to be able to have it index the number below based on the GL number on the left and both the year and period on the top. I think that you can do with using the sumproduct function with the binary, but the computer is a little dated and it takes a while to run those calculations.
2011
2011
2011
2012
2012
2012
[code].....
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Jul 11, 2008
INDEX/MATCH multiple ocurence match values needed
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Jun 10, 2009
Is it possible to return a value or a sum of values using segmented lookup criteria. The Sample 1 spreadsheet (attached) explains it better.
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Jan 15, 2013
I couldn't resolve the formula of Index-Match for getting the values that matches the following criteria
1) Match the "Category" of Table 1 to Table 2
2) Match the "value" of Table 1 to Table 2, if value is not present in Table 2 take the upper closest value.
Once the above conditions are met, Take the Result from Table 2
Table 1 is for Input and Table 2 is for Database.
Please note that Data in Table 2 should not be sorted in any way. I tried to use the -1 option of the Match function for upper closest value but it didn't work out.
Have a look at the file attached : IndexMatchUpperClosestValue_AlongwithExactMatch.xlsx
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