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Index Match using multiple criteria

  1. #1
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    Index Match using multiple criteria

    Hi All,

    I need to be able to use a form of index match relying on certain criteria within my data set

    Criteria: Composite Ratings, maturity year, industry, and Sector

    I need to have the formula lookup all values from the data set that have the exact matching criteria (together). This is for use in a spreadsheet to determine bonds similar based off of certain criteria

    Attached is a file with a few rows of data and what I need displayed. The columns to the right show where I am pulling matching data and below there is the resulting values. These values all had the same matching criteria within them (2023, BBB, Industrial, and Corp) just as an example.

    Any help would be greatly appreciated

    This is for use in a spreadsheet to determine bonds similar based off of certain criteria

    Thank you
    Attached Files Attached Files
    Last edited by Tgbell; 07-13-2020 at 04:17 PM.

  2. #2
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    Re: Index Match using multiple criteria

    try >> =IFERROR(INDEX(A$2:A$43,AGGREGATE(15,6,ROW($C$2:$C$43)-1/($C$2:$C$43=$O$8),ROW(P1))),"")
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  3. #3
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    Re: Index Match using multiple criteria

    How could this be changed to give all results that match the exact criterias together not just based off of the cusip. And what would that P1 be pulling?

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    Re: Index Match using multiple criteria

    please share some example with result,

  5. #5
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    Re: Index Match using multiple criteria

    I just re wrote the post along with posting a new sheet with example

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