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Needing a Matching Advanced Excel Formula to match from voucher checks to a health report

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    Needing a Matching Advanced Excel Formula to match from voucher checks to a health report

    Hello, I am working on a very large project. This project is matching vouchers with account numbers and difference check amounts to a health report with the same accounts numbers with the same check amounts. The problem is that when I want to tie these amounts to the health report, I can't get my formulas to work (vlookup, match, index, etc), because it only references the first check amount for the same account number. An account number can show on both reports multiple times, but with different amounts simultaneously. I can't use a sumif, because I don't want to sum, I need the exact amounts. Can someone help?

    Please see an example attached.
    Attached Files Attached Files
    Last edited by rtoles2; 02-18-2020 at 09:59 PM. Reason: Revised example

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    Re: Needing a Matching Advanced Excel Formula to match from voucher checks to a health rep

    Hello neighbor. Welcome to the forum.

    I am looking the instructions over and am not clear on exactly what you are expecting. This is why we ask for some "manually calculated results" so we can back engineer better understanding.

    I continue to look at this in the meantime, but an amended upload would help.
    Dave

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    Re: Needing a Matching Advanced Excel Formula to match from voucher checks to a health rep

    This in E6 and filled across will return all the amounts in two arrays (Charged and Paid).

    You may have to array enter this
    Formula: copy to clipboard
    Please Login or Register  to view this content.
    If 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.

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    Re: Needing a Matching Advanced Excel Formula to match from voucher checks to a health rep

    With that many anticipated matches you may want to consider alternatives to formula. We have some experts here knowledgeable in queries and pivot tables.
    (I'm not one of them.)

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    Re: Needing a Matching Advanced Excel Formula to match from voucher checks to a health rep

    Thank you so much, that works!

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    Re: Needing a Matching Advanced Excel Formula to match from voucher checks to a health rep

    You are welcome. Glad to help. Thank you for the feedback.

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

    ...and oh yes, Go Illini!

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