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Lookup Value In Table Based on 2 Criteria

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    Lookup Value In Table Based on 2 Criteria

    We apply bonuses based on two criteria: years of service and an annual assessment level. For example - if an employee has 10 years of service and he received an 'Exceptional' assessment, he'd earn a 15% bonus. If two employees each had 4 years experience but one received an 'Exceeds' and the other a 'Meets', the higher score would earn an 8.5% and the other 7.7%.

    I need a formula that will look up the years of service for each employee, and then their assessment score to return the bonus value they should receive. I've tried a few lookup options but I can't find anything that suits my specific needs of multiple criteria returning one value.

    Please see below for data.

    [COLUMN A] [B] [C] [D]
    Years of Service Exceptional Exceeds Meets
    <2 3.85% 3.25% 2.75%
    2 7.70% 6.50% 5.50%
    4 9.60% 8.50% 7.70%
    6 11.50% 10.50% 9.50%
    8 13.25% 11.50% 10.00%
    10 15.00% 13.50% 12.00%

    [COLUMN A][B] [C] [D]
    Employee Years Assessment Bonus %
    A 10 Exceptional [Note]: must match YOS and 'Exceptional' % level (15.00%)
    B 4 Exceeds
    C 4 Meets
    D 2 Exceeds
    E 2 Exceeds
    F 6 Meets
    G 6 Exceptional
    H 8 Meets

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    Forum Moderator AliGW's Avatar
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    Re: Lookup Value In Table Based on 2 Criteria

    Welcome to the forum.

    Will you please attach a small sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

    1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

    2. Make sure that your desired results are also shown (mock up the results manually).

    3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

    4. Try to avoid using merged cells as they cause lots of problems.

    Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

    Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.
    Ali


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    Re: Lookup Value In Table Based on 2 Criteria

    There should be an attachment now.
    Attached Files Attached Files

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    Forum Moderator AliGW's Avatar
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    Re: Lookup Value In Table Based on 2 Criteria

    First, change cell A2 from <2 to 1.

    Then in D10 copied down:

    =INDEX($B$2:$D$7,MATCH(B10,$A$2:$A$7,1),MATCH(C10,$B$1:$D$1,0))

    Excel 2016 (Windows) 32 bit
    A
    B
    C
    D
    1
    Years of Service
    Exceptional
    Exceeds
    Meets
    2
    1
    3.85%
    3.25%
    2.75%
    3
    2
    7.70%
    6.50%
    5.50%
    4
    4
    9.60%
    8.50%
    7.70%
    5
    6
    11.50%
    10.50%
    9.50%
    6
    8
    13.25%
    11.50%
    10.00%
    7
    10
    15.00%
    13.50%
    12.00%
    8
    9
    Employee
    Years
    Assessment
    Bonus %
    10
    A
    10
    Exceptional
    0.15
    11
    B
    4
    Exceeds
    0.085
    12
    C
    4
    Meets
    0.077
    13
    D
    2
    Exceeds
    0.065
    14
    E
    2
    Exceeds
    0.065
    15
    F
    6
    Meets
    0.095
    16
    G
    6
    Exceptional
    0.115
    17
    H
    8
    Meets
    0.1
    Sheet: Sheet1

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    Re: Lookup Value In Table Based on 2 Criteria

    That worked perfectly! Thanks so much for your help!

  6. #6
    Forum Moderator AliGW's Avatar
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    Re: Lookup Value In Table Based on 2 Criteria

    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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