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use Formula to make Formula?

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    use Formula to make Formula?

    I am a total beginner, so please bear with me:

    I have two tables which share a unique identifier (customer name).

    I want to populate a column in TableA based on a value on TableB. Basically =IF(VLOOKUP(A1,Table2!A1:E9,5,false)="Invoice","Wholesale","Retail") EXCEPT that the value I want to check for the conditional is not on the same row as the lookup value, but on the row below it.

    I tried different ideas for creating the result I want, including something like ="Table2!$F$"&(MATCH(A1,Table2!A1:A5)+1) but that sort of thing doesn't work (gives right formula, but as text).

    I tried looking this up but I couldn't refine my search parameters well enough to get any useful answer.

    Any ideas where to start/look?

    I know I could've written a script for this by now but it seemed simple enough to do... it probably is isn't it ;-)

    Anyway, I find the need to make formulas like this for small things or one shot data retrieval and it'd be nice to know how to accomplish this using formulas.

    (Sorry if I missed the answer somewhere on this site, or the web... it's a really big place)
    Thanks

  2. #2
    Valued Forum Contributor nigelbloomy's Avatar
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    Re: use Formula to make Formula?

    You could do something like this. The first part of the index is the range of the whole table. The match is just looking at the column where you are trying to find a match and it will return a row number where the match happened. The +1 will make index look at the next row down. The 2 shows how many columns over for index to look. In my case I wanted the 2nd column information that was 1 row below where the match happened.

    Does this get you closer when you put it into the if statement you have?

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    Valued Forum Contributor nigelbloomy's Avatar
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    Re: use Formula to make Formula?

    Glad it is working for you.

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    Re: use Formula to make Formula?

    IT"S ALIVE!!! aka... that worked. I will play with it and add index to my excel repertoire. Thank you very much.

    Other ways to do it would still be welcome, for learning purposes.
    Last edited by WanderingJack; 05-29-2015 at 04:36 PM. Reason: more info

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