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Index / Match with 2 Criteria showing all results

  1. #1
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    Index / Match with 2 Criteria showing all results

    Greetings Programs!

    So, I've been playing a bit with the index and match formulas with success on either one side of what I am trying to do or the other, but not both.

    What I want to do is to show all of the transactions for a given ID and Date. I'm looking for a formula that can put this into a template as I will need to upload it in a specific format.

    I've attached a sample workbook that has the data in the first tab and the second has the Org Id and Date criteria. The areas in yellow are the fields that would be populated from the data tab.

    Any assistance would be awesome.

    Thanks,
    Attached Files Attached Files

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    Re: Index / Match with 2 Criteria showing all results

    there are many ways to do this ill upload your workbook with some examples

    can you use dynamic formulas?

    i will use them in my example.


    however this is more complex then when i originally read your post as you have duplicates.
    Last edited by twiggywales; 10-28-2014 at 12:31 PM.
    The Importance of INDEX - A GUIDE TO INDEX'S OTHER USES
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    Re: Index / Match with 2 Criteria showing all results

    ok the problem is for each block of yellow cells you need to adjust the formula.

    i have uploaded your book with the solution.

    the dynamic ranges can be replaced to suit

    Index Match Test.xlsx

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    Re: Index / Match with 2 Criteria showing all results

    Thanks Twiggywales!

    I'll have to take a look at this and see if this will work.

    Is the portion between quotes what makes a formula dynamic?
    ORG_ID&"|"&PAD

    Thanks again,

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    Re: Index / Match with 2 Criteria showing all results

    no the dynamic by using named ranges (Ctrl+F3) which allows you to enter named ranges, the advantage is that the named ranges can also include formulas.

    a dynamic formula will simply grow and shrink with any alterations you make to the list (assuming there are no gaps)

    the partition is to aviod any problems where the date and account number link and cause a same look up

    all these below would give the same result without the partition
    10 1015
    101 015
    10101 5
    1 01015
    etc

    as when they join they become
    101015

    obviously you wouldn't want to match these incorrectly. its basically a fail safe to avoid the issue.

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    Re: Index / Match with 2 Criteria showing all results

    I think I was able to get it to work. I don't think I ever recall knowing about the Partition or naming a range. I'll have to see if I can duplicate your named ranges.

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    Re: Index / Match with 2 Criteria showing all results

    So for "PAD =Data!$A$2:INDEX(Data!$A$2:$A$2000,COUNTA(Data!$A$2:$A$2000))" The "PAD" name range is that given formula correct? So if I took out the names and just wanted the actual ranges I would enter what you had to the right inside of the main formula.

    Sorry if that is confusing.

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    Re: Index / Match with 2 Criteria showing all results

    No for PAD you would just replace PAD with the range ($A$2:$A$##) where ## is your highest cell number

    Please note that the formulas are array formulas so require being entered with ctrl+shift+enter

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