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Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

  1. #1
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    Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

    Hi all,
    I'm hitting a wall here. I've been asked to make an automated approval matrix that has 4 criteria.
    The Criteria are:
    Op Income, Revenue, Capital, and New Lease amount. So what I need to build is a matrix where Excel looks up all 4 criteria and then returns the title of the person or department that either needs to review or approve the dollar amount.

    I've attached the approval matrix and made an example of a project. The yellow highlighted cells are what the result would need to look like, or something similar. The Green cells are highlighting the cells that the example project aligns with. The way we have it now is simply as a table where you check the box of the row that matches your criteria and just filtering it down.

    Any help is appreciated.

    Chad
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    Forum Expert José Augusto's Avatar
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    Re: Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

    Hi

    To find Reviewers use this formula in C25 and copy forward
    Formula: copy to clipboard
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    Use a similar formula to get the Approvers in C26 and copy forward
    Formula: copy to clipboard
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    Notes: I do some updates to your data to enable search formulas. I also do same auxiliary calculations to determine the rows involved in solution.
    See the attached file
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    Re: Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

    Hi,

    Thanks for the reply. This doesn't seem to be working if you change the inputs for Op Income, Revenue, Capital, or Lease.

  4. #4
    Forum Expert José Augusto's Avatar
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    Re: Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

    Hi
    Sorry for my mistake. In the T14 formula, the last equal sign must be greater than or equal to
    Formula: copy to clipboard
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    See the file
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  5. #5
    Forum Expert José Augusto's Avatar
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    Re: Approval Matrix with 4 different lookup criteria. Index matches? Array? Not sure...

    Do not considere my last post.

    I can not use SUMPRODUCT in the T14, and T16 Formulas (more than one condition is verified)
    So T14 is
    Formula: copy to clipboard
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    and T16 is
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    I also include CF for the selected rows.
    Test the file I attach
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