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Nested Sumifs Offset Index Match Match

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    Nested Sumifs Offset Index Match Match

    Hi folks,

    I'm having trouble wrapping my head around this.
    Excel 2010, Windows 10

    I have a Table TC (type charges)
    That table contains various type charges (ex. Delivery, Fuel, Additional Pieces) sorted by Order

    Unfortunately, the type charges are not in fixed columns.
    Each type charge has 4 columns of data:
    ID (Column Header is CLCID#)
    Name (Column Header is CL TYPECHG#)
    Rate (Column Header is CL RATE#)
    Quantity (Column Header is CL QTY#)

    Each Order will have multiple type charges

    I want to:
    Index TC,All
    Match Order (Appears in formula as "Carrier Invoice No") to TC,Order
    Match ID ex: 739
    Offset right 2 columns to get Rate
    Multiply Rate by Quantity

    Currently, I'm using an excessively long formula to search every possible column (see attached column D for working formula)

    I've hit a wall on this one. Any help is greatly appreciated.
    Attached Files Attached Files

  2. #2
    Forum Expert CK76's Avatar
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    Re: Nested Sumifs Offset Index Match Match

    Personally, I'd restructure your table (TC).

    Instead of having cross tab structure, flatten it out.
    Ex: Order No, CLCID, CL TYPECHG, CL RATE, CL QTY. Then each Order NO having multiple lines if necessary.

    Then you can just use helper column to calculate total per CL TYPECHG (RATE * QTY), then use pivot table to report.
    Attached Files Attached Files
    ?Progress isn't made by early risers. It's made by lazy men trying to find easier ways to do something.?
    ― Robert A. Heinlein

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    Re: Nested Sumifs Offset Index Match Match

    Hey CK,

    Thanks for the example
    How did you break the orders into separate rows on the TC worksheet? Was this done manually or is there a function to automate it?


    Additional Details for Clarification:
    The TC data is retrieved from our ERP system and may contain 200+ unique Orders with 6+ type charges per Order.
    I've asked our President and Head of IT to restructure our type charges to be fixed columns per type charge but they refused

    Unfortunately, multiple worksheets are required to conform to the Client's billing template & system formatting requirements.
    Apparently we'll be switching to EDI so eventually it will be our IT department's problem. No projected effective date at this time though.


    (Also, that Heinlein quote is 100% haha)

  4. #4
    Forum Expert CK76's Avatar
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    Re: Nested Sumifs Offset Index Match Match

    I used small VBA code to transform.

    Alternately you can use Power Query to perform transformation.

    Basically, you create query to the data. Save this as connection only.

    Then create query 1 to 8, each referencing the original query as starting point. Then Removing all columns except Order NO & respective CL columns and rename CLCID# and other columns without the number portion, so all numbered query have same column headers.

    Then finally append all of these referenced query into single query. Once set up, you can just change source data and refresh query to return cleaned data.

  5. #5
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    Re: Nested Sumifs Offset Index Match Match

    oh, neat. My VBA knowledge is pretty limited. I'll do some research about Power Query.
    thanks for all the help, CK

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