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Unable to get Index/Match to make data from one worksheet to to a summary worksheet

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    Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    I have a multisheet Excel workbook where each tab is a different financial account.
    To avoid copy/paste multiple ranges from each sheet to a summary worksheet, I am attempting to use Index/Match to cause the data to "automatically" flkow to the summary worksheet.

    As an example, I have a worksheet named BT Trust. Column F in that work sheet has a number that relates the the type of transaction in BT Trust. Column H is the debit amounts and coiumn I is the credit amounts.

    In the summary worksheet, Column F has the same transaction number.

    The formula I am trying to use draws date, but it is incorrect, always pulling the transaction identification number!

    =INDEX($F$17:$F37,MATCH($F17,'BT Investors Choice'!$F$17:$F$37),4)

    Column 4 is the 4th column to the right of 'BT Investors Choice'!$F$17:$F$37), beoing the debit column

    What am I doing incorrectly?

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    Forum Moderator AliGW's Avatar
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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    You are trying to use VLOOKUP syntax with an INDEX MATCH and are referencing the destination sheet in the first part of the formula.

    Try this:

    =INDEX('BT Investors Choice'!$F$17:$F$37,MATCH($F17,'BT Investors Choice'!$I$17:$I$I37),0))

    or this:

    =INDEX('BT Investors Choice'!$F$17:$F$37,MATCH($F17,'BT Investors Choice'!$J$17:$J$I37),0))

    If this doesn't resolve it, please provide a sample workbook (desensitised) - insructions at the top of the page.
    Last edited by AliGW; 04-25-2022 at 03:53 AM.
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    Forum Moderator AliGW's Avatar
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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    Please just ask if you need any further clarification.

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

    Also, if you have not already done so, you may not be aware that you can thank those who have helped you by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of all those who offered help.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    If you are trying to return the values in col H & I, try
    Formula: copy to clipboard
    Please Login or Register  to view this content.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    Administrative Note:

    We would very much like to help you with your query, however it has been brought to our attention that the same query has been posted on one or more other forums and you have not provided the required cross-post link(s) here.

    Please see Forum Rule #3 about cross-posting and adjust accordingly. Read this to understand why we (and other sites like us) consider this to be important.

    (Note: this requirement is not optional. No help to be offered until the link is provided.)

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    All well and good except I cannot access the solution in the "other" forum.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    Why not?

    On the other forum, go to My Profile and click on the link to Latest Started Threads - find the thread, copy the URL and post it here. Thanks.

    I gave you a solution here immediately after you posted here and before you posted on the other forum.

    Waiting for you to post the link.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    As you appear to be struggling with this (and having opened duplicate threads on both forums about this same issue, which have now been closed|), I will on this occasion provide the required link for you: https://www.excelguru.ca/forums/show...work-correctly

    Please take a moment to re-read the forum rules on cross-posting and thread duplication. Thanks.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    I have looked at the workbook attached to your duplicate thread, and you are still making the same basic syntax errors with your INDEX MATCH that you were making here, and that I corrected in my first post to this thread.

    The formula you need is this:

    =INDEX(Combined!C$5:C$9,MATCH($B5,Combined!$B$5:$B$9,0))

    However, INDEX MATCH will return the first value it finds for the A/C Number, so you won't get the results I think you are expecting.

    It's now time for you to explain in WORDS exactly what you are trying to achieve here, then we can better advise, but if you don't bother implementing the corrections you have already been given, then we won't get very far.

    As you have Office 365, the FILTER function might produce what you want:

    =FILTER(Combined!C5:D9,Combined!B5:B9=B5:B9)
    Attached Files Attached Files
    Last edited by AliGW; 04-30-2022 at 02:16 AM.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    Fails to work!
    Let's try a cut down version of what I am trying to do.
    In the bigger picture I have a tab in which ALL accounts, transactions and their related data are stored.
    In this tab, named Combined, are entries from, for example, BT Investors Choice, Rabo Bank, NAB Credit Card, Westpac Credit Card, etc.
    I want to pull data from this tab to tabs related to specific account for annual reporting that is Account specific.
    For example, I want to pull all data for BT Investors Choice from the combined tab and have all related data flow automatically to a tab named BT Investors Choice in the same column layout. The column headings are exactly yhe same in the in dividual account tab as pon the 'combined tab.
    This is to avoid tedious copy and paste activity.
    Using your formula and placing it in the correct colum of the sample worksheet(s) produces the either a Ref# error of or Flow error.
    I have attached an amended sample workbook showing this.
    I am REALLY flummoxed by this problem.
    Thank you for your help so far.
    Attached Files Attached Files

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    Maybe this???


    =IFERROR(INDEX(Combined!C:C,AGGREGATE(15,6,ROW(Combined!$C$5:$C$20)/((Combined!$A$5:$A$20=A5)*(Combined!$B$5:$B$20=B5)),COUNTIFS(A$5:A5,A5,B$5:B5,B5))),"")
    Attached Files Attached Files
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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    OK. I'm going to take a deep breath and try again. Please do me the courtesy of reading very carefullly what I am telling you this time, because you clearly haven't so far.

    =INDEX(Combined!$A$5:$A$9,MATCH($A5,Combined!$A$5:$A$9),3)

    The syntax here is incorrect - AGAIN!!!

    Look carefully at the differences in the one that works here:

    =INDEX(Combined!C$5:C$9,MATCH($B5,Combined!$B$5:$B$9),0)

    However, as I told you before, this is not the correct function for the results you want.

    This does what you want, I believe:

    =FILTER(Combined!$C$5:$D$9,Combined!$B$5:$B$9=$B$5:$B$9)

    See attached - sections highlighted in YELLOW.


    Using your formula and placing it in the correct colum of the sample worksheet(s) produces the either a Ref# error of or Flow error.
    #REF error - syntax was wrong - so it wasn't my formula any longer (see above for correction).
    Flow (#SPILL) error because you need to clear everything out of the way first - I didn't mention this, sorry.
    Attached Files Attached Files
    Last edited by AliGW; 04-30-2022 at 04:54 AM. Reason: Typo fixed.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    And here is a copy that does the whole lot for you using this in cell A12:

    =FILTER(Combined!$A$5:$D$14,Combined!$A$5:$A$14="BT Investors Choice")

    The bit in red could just as easily be a cell reference on the summary sheet, e.g.

    A1="BT Investors Choice" (without the speech marks) and in A18:

    =FILTER(Combined!$A$5:$D$14,Combined!$A$5:$A$14=A1)
    Attached Files Attached Files
    Last edited by AliGW; 04-30-2022 at 04:48 AM. Reason: Extra option added to workbook - extra rows of data added to source table.

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    As has been explained INDEX/MATCH typically (normally) returns only the first matching record, assuming that you have the structure of the function right. You CAN use it to get multiple entries returned but the construct is more complex.

    Excel 365 has introduced FILTER and you can use that to extract multiple matching records.

    For this specific example, try this:
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    As your example is very limited and, I suspect, not very realistic, it may need some adjustment for the live data.
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    Quote Originally Posted by AliGW View Post
    ... Please take a moment to re-read the forum rules on cross-posting and thread duplication. Thanks.
    Ok. I get it but how do I either stop this or flag the cross posting (as requested)? I DO want to be compliant but the site is not at all clear on how to be so.
    Last edited by AliGW; 04-30-2022 at 05:22 AM. Reason: PLEASE don't quote unnecessarily!

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    Re: Unable to get Index/Match to make data from one worksheet to to a summary worksheet

    I don't think there is much that is ambiguous about our cross-posting rule:

    3. Questions that are cross-posted to other web forums must contain links to those posts on those forums or a comment to tell us where else the question has been asked.
    Please do tell me what you aren't clear on here and I'll explain. Cross-posting is allowed, but you must declare it.

    As for duplicate posting, our rules state:

    5. Do not open more than ONE thread per issue here. Expect duplicates to be closed.
    Does this make sense?

    The rules are the same over at ExcelGuru, where I also happen to be a Moderator.

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