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lookup with multiple criteria including duplicate dates

  1. #1
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    lookup with multiple criteria including duplicate dates

    Hello honored excel gurus:

    Per attached .xlsx file, I'm trying to populate columns FH through GC, starting at row 4, on the 'output' tab with data from 'sort' tab based on selections in 'output' tab columns A and D, starting at row 4, as well as dates listed from FH1 through GC1.

    In 'output', tickers in column A reference tickers in column B of 'sort' tab; ratio names in column D reference ratio names in F1:BX1 in 'sort' tab; and finally, dates in FH1:GC1 reference dates in column C of 'sort' tab.

    As described, part of the problem is matching horizontal and vertically arranged data. Another problem could be that there duplicate dates in column C of 'sort' tab, which are necessary as tickers in column A of 'sort' tab share FYE dates with other tickers listed. I've tried to eliminate as many duplicates as possible from the larger dataset, so this is as barebones as possible.

    I attempted an array function using Index and Match with multiple criteria; however, only #N/A resulted. I'm not if I did something incorrectly, or if even this is the best method to solve the problem.

    Your suggestions and solutions are greatly appreciated. Thank you!

    Best regards,
    RKong
    Attached Files Attached Files

  2. #2
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    Re: lookup with multiple criteria including duplicate dates

    Paste the following formula into Output!FH4 and copy down and across as needed:
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Let me know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

  3. #3
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    Re: lookup with multiple criteria including duplicate dates

    Thank you JeteMc! This did exactly as I asked. I have much to study from this formula. Your help encourages me to come back to this forum and lend a hand too! Best to you!

  4. #4
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    Re: lookup with multiple criteria including duplicate dates

    You're Welcome and thank you for the feedback. Please take a moment to mark the thread 'Solved' using the thread tools link above your first post. I hope that you have a blessed day.

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