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Match City & Return Multiple Agents

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    Match City & Return Multiple Agents

    Hi all! I'm struggling to create a formula in Excel for a report on potential missed booking opportunities with agents who have a past due balance greater than 90 days. I have Raw Data (Aging Report) and Registered Orders (Origin & Destination) sheets.

    I am trying to match cities in Raw Data with cities on the Registered Orders sheet to see if we booked shipments with other agents that operate in the same location as the agent with a past due balance. I need a formula that:
    Matches city names
    Returns the booked agent(s) if a match is found (the formula must return multiple agents)
    Handles cases where no match is found
    My current formula (shared in the file below) seems to just return all origin agents even for cities where there is no match. I know the issue lies with the inclusion of <>"" at the end of the formula, but if I remove that part then I get No Bookings for all lines. My formula is below:

    =IFERROR(TEXTJOIN(",",TRUE,FILTER('Registered Orders by COS - Orig'!A:A,LOWER('Registered Orders by COS - Orig'!C:C)=LOWER('Raw Data'!R2)&'Registered Orders by COS - Orig'!A:A<>"")),"No Booking")

    The city names are text in all sheets and have the same capitalization with no leading or ending spaces.

    Any help or alternative formulas to achieve this would be greatly appreciated! Thanks!

    V1 - Index & Match - Copy.xlsx

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    Re: Match City & Return Multiple Agents

    In the file attached I made a list of cities that match Orig&Dest and a list of unique Agents that work in those cities.

    Formula for the unique list of agents working with Orig&Dest.
    Formula: copy to clipboard
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    Attached Files Attached Files
    Last edited by DJunqueira; 02-19-2024 at 09:30 PM.

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    Re: Match City & Return Multiple Agents

    Thank you so much! I can definitely use the consolidation of agents we have operating in various cities that have a match on the registered orders report! I am going to play around with the formula you used to determine if I can then report on the Raw Data tab for missed opportunities based on agent booked with.

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    Re: Match City & Return Multiple Agents

    Tks for the feedback, glad to have helped.

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