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Formula to search across three values to populate a result

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    Formula to search across three values to populate a result

    Folks,

    Good day, I hate to ask but after two hours I'm here to ask for some assistance/ advice. I'm working on a report where I have an Acct ID which is my common identifier between three work sheets. My report needs to pull back the # of devices for that month and the revenue for the month. I was able to create an IFError/ Vlookup formula that worked however I didn't take in consideration the other months. So when I populated the same formula it loaded the same results as my first month. So what I'm struggling is to create a formula that will look at both the AcctID field and the Billingcycle (Month) and then pull back the Device # and the Revenue. I have attached a sample workbook with some sample data.

    Any help you could provide would truly be appreciated.

    Thanks in advance.
    Attached Files Attached Files

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    Forum Moderator - RIP Richard Buttrey's Avatar
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    Re: Formula to search across three values to populate a result

    Hi and welcome to the forum.

    Why do you have two data tables, both containing exactly the same fields?

    If you put all the data into a single database range you'd be on your way to simplifying this.
    The other thing you shoukd do is ensure you have proper date numbers in the Billing Cycle column. i.e. instead of 2020-Nov hold a date. e.g. 11/1/2020
    Then you can use a Pivot Table and wouldn't need any formulae at all.
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Forum Guru Pete_UK's Avatar
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    Re: Formula to search across three values to populate a result

    Further to Richard's comment, you have a summary sheet called Jan-Jun with appropriate textual dates going across, but your example data all relates to November, so any result is bound to show zero.

    Pete

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    Re: Formula to search across three values to populate a result

    Pete/ Richard,

    Guys I didn't do a good job of explaining. So in the ACCID Field A2 in the Jan-Jun (aka. Summary sheet) that field is provided by the User updating the spreadsheet. The Table 1 & Table 2 Tabs (there are actually five of them) are different reports from different systems all being uploaded by different organizations throughout the business. I already have a formula that updates the client name looking at those multiple spreadsheets based on the AcctID field. The Device # and Revenue for each month is where I'm struggling.

    Richard you are right with the date formatting and the date in the example should have been Jan-21 which I can mirror in the date tabs across the top of the Jan-June tab. The goal is to be able to put the same formula in each device field under each month so when the spreadsheet is updated if it has Feb data it would put it under the device field for Feb and if it had March it would put in in the March device tab. I would like this to be automatic once the Table Tabs are updated by the different organizations. I hope this makes sense.

    Thanks again

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