+ Reply to Thread
Results 1 to 7 of 7

Index Match With Unique Identifier

  1. #1
    Registered User
    Join Date
    12-07-2023
    Location
    Vancouver
    MS-Off Ver
    2021
    Posts
    29

    Index Match With Unique Identifier

    Hello,

    Looking to create an Index/Match solution combined with a Pivot Table filter.

    Please see attached. Obviously am not very proficient w/IndexMatch.

    On sheet Pivot, columns D thru H need to be fixed, which should be easy enough but suspect I�ve been at it too long today and am spun around.

    Complicating matters however, is that although the dates are correct for each �Project� in the pivot filter, the IndexMatch formulas need to be driven from the unique identifier �helper� in column K on sheet table.

    Some projects will have the same dates as others -- so without the ProjectDate identifier driving the formulas --- sheet will be sometimes be inaccurate.

    Hope this is clear enough.

    This Forum�s assistance is always appreciated.

    Thanks in advance,
    - Mik

    ComplexIndexMatchUniqueIDhelper.xlsx
    Last edited by AliGW; 03-19-2024 at 02:29 AM. Reason: Thread title improved.

  2. #2
    Forum Expert
    Join Date
    10-19-2021
    Location
    Brazil
    MS-Off Ver
    Office 365 V2401 w/ Win10 Home 64 Bit
    Posts
    2,014

    Re: IndexMatchWithUniqueIdentifier

    You can use the formula bellow.

    Formula: copy to clipboard
    Please Login or Register  to view this content.
    Attached Files Attached Files

  3. #3
    Registered User
    Join Date
    12-07-2023
    Location
    Vancouver
    MS-Off Ver
    2021
    Posts
    29

    Re: IndexMatchWithUniqueIdentifier

    Thank you DJunqueira.

    Have never used Xlookup or Pivot previously.

    Will need to read up on them.

    - Mik

  4. #4
    Forum Expert
    Join Date
    10-19-2021
    Location
    Brazil
    MS-Off Ver
    Office 365 V2401 w/ Win10 Home 64 Bit
    Posts
    2,014

    Re: IndexMatchWithUniqueIdentifier

    XLOOKUP is a very simple function, look for this value in this column (or row) and return the value of the other column.

  5. #5
    Registered User
    Join Date
    12-07-2023
    Location
    Vancouver
    MS-Off Ver
    2021
    Posts
    29

    Re: IndexMatchWithUniqueIdentifier

    Hi DJunqueira,

    Unfortunately this does not completely work.

    Problem is relevant to an excerpt from my text above ..
    "Some projects will have the same dates as others -- so without the ProjectDate identifier driving the formulas --- sheet will be sometimes be inaccurate."

    If you go to sheet Table and change the date in c17 to from May 15 to May 17, xlookup will then return from row 2 on sheet Table - being "Event1 2024", as opposed to Row 4 being the start of Event3 2024 [denoted by Filter on Pivot].

    Isolating pivot return cells by Project filter is critical. ...Which is why I was attempting the "helper" column K on Table.

    Did I explain this clearly enough ..?

    Thank you sincerely for having a close look at this.

    - Mik

  6. #6
    Registered User
    Join Date
    12-07-2023
    Location
    Vancouver
    MS-Off Ver
    2021
    Posts
    29

    Re: IndexMatchWithUniqueIdentifier

    Hi DJunqueira,

    Just wanted to let you know that you pointed me in the right direction.

    Used "CityDate" helper field in the pivot, which *does* isolate by "Project" filter.

    Then rearranged the XLOOKUP formulas a bit, and voila ..!

    First time using XLOOKUP, didn't know it could lookup from table>right as opposed to vlookup, but took a chance and it worked.
    Can see using it going forward.

    Please see attached, and check w/Project in the filter.

    Thanx again, appreciate the assist.

    - Mik

    ComplexIndexMatchUniqueIDhelper.xlsx

  7. #7
    Forum Expert
    Join Date
    10-19-2021
    Location
    Brazil
    MS-Off Ver
    Office 365 V2401 w/ Win10 Home 64 Bit
    Posts
    2,014

    Re: Index Match With Unique Identifier

    Tks for the feedback, glad to have helped.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1