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INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

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    INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    PIC 1.jpgPIC 2.jpg

    Hello! I am hoping someone can help. We have a RAW DATA file that is used for mining various bits of annual budget elements for forecasting. Column H is used for inputting a budget model for slow, average, busy, holidays, etc. The models are assigned a number. Everything works.

    However, they want me to use the review calendar as the inputting area so I am having to reverse the input areas (it was originally a visual review of how the models were used for the year), however, I am having trouble with the calendar form. As long as everything is on the same row I am fine, but for some reason I can't use an array function to just find the corresponding date in the calendar and compare it to column A of the Raw Date sheet and then just copy all the cells in column H straight down.

    They suggest I just link each cell 365 times, but the sheet has multiple years and there would be no check system to ensure you are getting the right calendar date. When I try to change AF6 and AF5 to AF46 and AF45, I get errors. Even with an array function.

    Any ideas?

    The current formula is =INDEX('Calendar Review'!$B$6:$AF$6,MATCH('CORE ANNUAL RAW DATA'!$A98,'Calendar Review'!$B$5:$AF$5,0))

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Hi Wrayden. Welcome to the forum.

    Please upload a sample workbook. It saves having to retype data and provides context. We can also see what formulas you've attempted to better interpret what you've described.

    If you are not familiar with how to do this:

    To attach a file to your post,
    • be sure to desensitize the data
    • click “Go Advanced” (next to Post Quick Reply – bottom right),
    • scroll down until you see “Manage Attachments”, click that,
    • click “Browse”.
    • select your file(s)
    • click “Upload”
    • click “Close window”
    • click “Submit Reply”

    The file name will appear at the bottom of your reply.
    Dave

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Thank you! I appreciate the effort.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    I am unable to get the file down to acceptable file size even after removing the dozen reference tabs and erasing the majority of cells in the remaining two tabs. I will keep trying.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Sorry folks, I can't get the file size under 4000kb to upload. I cleared formatting and formulas and tried every trick I know.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Try putting it in a *.zip file. The size limit is greater for those.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    I have tried zipping the file at around 4KB and the upload keeps failing. Any ideas?

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Quote Originally Posted by Wrayden View Post
    I have tried zipping the file at around 4KB and the upload keeps failing. Any ideas?
    What are the upload steps you are following?

    What exactly does "upload keeps failing" mean ... ie what is the forum response ... error msg ... other?

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Thank you for the quick reply. The message reads:

    Manage Attachments
    Upload Errors
    DesensitizedOperatingMatrix.zip - Upload of file failed.

    There doesn't appear to offer a reason.

    I am following the steps offered in a previous reply (see above).
    Last edited by Wrayden; 01-02-2018 at 05:02 PM.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Hang on. I'll see if we can get help.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    https://drive.google.com/open?id=1BE...FnLvr6lA2O_jY2

    My friend suggested I upload to a Google Drive. I don't know if this will work, but let's see what happens.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Normally it's best to attach here, but as you are having problems, Google Drive will be fine (unless anyone helping is unable to access it).

    The .zip file will not upload here for me, either, but I was able to access it on Google Drive.
    Last edited by AliGW; 01-02-2018 at 05:54 PM.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    I must say I am very impressed with the instant responses to my inquires. I have learned so much reviewing previous posts, but I am enjoying the open and kind assistance everyone has directly given me. Thank you.
    Last edited by AliGW; 01-02-2018 at 05:55 PM. Reason: Unnecessary quotation removed.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    That worked.

    Ali, thanks for answering the "call".

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Wrayden thank you. That helped immensely.

    All I was able to come up with (at least so far) is this array entered monster.

    In case you aren’t familiar with array-entered formulas array enter means the formula must be committed from edit mode by simultaneously pressing and holding down Ctrl and Shift while hitting Enter.

    In H4 and filled down.
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    I put some "fake" numbers into July to test. It works.

    Array formulas are resource hungry. The size of your workbook suggests other calculations will be in play. Please let us know if performance becomes an issue.

    PS I noticed a rather large number of OFFSET formulas in 'CORE ANNUAL RAW DATA'. Normally OFFSET isn't a problem, but when there are that many they too can slow a workbook down. If you are not aware of it OFFSET is a volatile function. They and all their dependents recalculate at the slightest non related edit of data. There are alternatives if that gets to be an issue.
    Last edited by FlameRetired; 01-02-2018 at 06:41 PM. Reason: additional detail

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Great Gravy! I was weeks away (or never) from figuring out what I thought was a simple match up. Even our Excel expert was challenged. Many thanks!

    Yes, it is a major file with many tabs cross referencing each other to assist in budget projection and using an offset formula corresponding with the budget MODEL (1, 2, 3, etc.) was the simplest method in the event we wish to play around with different cost conditions for each day. So far, no performance issues have resulted.

    Again, thank you! We are humbled.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    You are welcome glad to help. Thank you for the kind words.

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    If you are still here that formula can be shortened. Still array entered.
    Formula: copy to clipboard
    Please Login or Register  to view this content.

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    With the file closed,
    Windows Explorer
    Right click the workbook
    Send to... Compressed (zipped) folder

    Tje .zip will be in the same folder
    Ben Van Johnson

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    Re: INDEX & MATCH - Trying to pull information from two worksheets based on matching dates

    Thank you for that Ben.

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