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Multiple Lookup values

  1. #1
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    Lightbulb Multiple Lookup values

    See Attached for reference

    I am building a basic CRM spreadsheet in Excel.
    We have over 3,000 customers.
    The customers are split out into areas of the UK and Ireland.
    The customer service team will complete all the fields in the "Data" tab when a customer calls.
    I would like the "Dashboard" tab to then display the account numbers separated into its designated geographical Area and under an Incident category of either "Enquiry", "Complaint" or "Praise", which will all be sourced from the "Data" tab.

    I am currently using INDEX, SMALL, IF and ROW functions in an ARRAY formula to achieve this, however, I am having difficulties including the AND function to determine both the Area and the Incident type.
    Additionally, the formula I'm using doesn't appear to be Indexing correctly for the "Complaint" and "Praise" columns.

    I am an average user and found these formulas by looking on YouTube etc and built to my spec by trying to understand the logic used in the online videos. I have likely misunderstood the logic somewhere, but cannot see where.

    All and any help is much appreciated.
    Attached Files Attached Files
    Last edited by Gareth01; 06-04-2018 at 11:17 AM.

  2. #2
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    Re: Multiple Lookup values

    ARRAY formula in A5 then Copy across up to column AC.
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    Attached Files Attached Files
    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

  3. #3
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    Re: Multiple Lookup values

    hello since you use Excel 2016 you can use in K4:


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    in K1=Misc UK
    and drag down.$K$2 in:$N$2
    and then in $Q$2.

    use the same system for the Miscellaneous IRE table
    putting the same name you have in the Data Misc IRE sheet.

    I did not understand what goes on the first The Lakes table





    <in N4 change:

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