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Trying to match multiple criteria and return a corresponding value

  1. #1
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    Trying to match multiple criteria and return a corresponding value

    Hi, I'm trying to create a summary sheet ("Trade Sheet") that will pull wire instructions from a worksheet ("Wire Instructions") based on multiple matching criteria of a trade listed on the summary sheet. Attached is an example of what I'm trying to do. I have no idea where to start, can someone help?

    Thanks in advance!

    Book9.xlsx

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    Re: Trying to match multiple criteria and return a corresponding value

    Here's what I came up with. As long as the data is consistent (eg: the order of company information doesn't change with each company) it will work everytime.

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    Re: Trying to match multiple criteria and return a corresponding value

    Quote Originally Posted by Qualo_Jinn View Post
    Here's what I came up with. As long as the data is consistent (eg: the order of company information doesn't change with each company) it will work everytime.

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    Hi, I'm getting circular references with both formulas?

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    Re: Trying to match multiple criteria and return a corresponding value

    i would suggest you to put the information in the Wire Instruction Sheet in a tabular format and then use the index and match

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    Re: Trying to match multiple criteria and return a corresponding value

    Put the formula next to Bank, not Company. The company name should populate from what is input at the top. The formula then reads that and gathers the required infomation.

    Vinoth also makes a good suggestion. Putting the information in a chart form will make the formula 'safer' to use.

    For example.

    Across the top row:
    Company | Bank | Acct #/IBAN | Currency | Swift/ABA | Region

    And make a sheet for TO and FROM.

    I don't know how easy that would be for you to do.

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    Re: Trying to match multiple criteria and return a corresponding value

    The same thing for the Wire From information. 'Fund' will be populated from the original input so put the formula next to 'Fund Ticker'.

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    Re: Trying to match multiple criteria and return a corresponding value

    Thanks for the suggestions, I think I may be able to use either method now that I'm using your formula correctly.

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    Re: Trying to match multiple criteria and return a corresponding value

    I'm still having some issues, though this may be a different can of worms. I'm using the suggestion to lay out the Wire Instructions in tabular format. So now I am trying to create a formula to populate the instructions but there are 2 possible instructions for Wire To (Purchase Wire To and Redemption Wire To), and 2 possible instructions for Wire From (Purchase Wire From and Redemption Wire From). Is it possible to use an IF statement along with Index/Match to do this? I updated my example to clarify.

    Book9.xlsx

  9. #9
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    Re: Trying to match multiple criteria and return a corresponding value

    I think I have what you're looking for. (Sorry for the late response, just saw it today)

    I changed the location of your information and added three sheets. Not being sure how much info you had, I wanted it to be as 'plug and play' as possible. Stacking information on one sheet is okay if you're not going to adjust the quantity of the sections too much (or at all). I figured, if you're tracking companies, you would probably want to add more later.

    Let me know if you have any questions or need an explanation of what is going on.

    Create Trade Ticket.xlsx
    Last edited by Qualo_Jinn; 11-30-2012 at 04:09 PM.

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