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return a text based on latest date and another criteria

  1. #1
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    01-19-2012
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    san francisco, ca, us
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    Excel 2007
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    return a text based on latest date and another criteria

    I have a spreadsheet that monitors my trading portfolio.

    Each trade includes the ticker, the date it was traded, and the strategy it belongs to.
    Some tickers will be traded multiple times and belong to different strategy (never at the same time)

    I want to be able to use 1 input, preferably ticker, and have it output the latest strategy it was traded to.

    For example:
    If IBM was traded on 1/1 and 1/2 into the strategy FUND, and again on 1/5 into the strategy RISK, then when referencing IBM, it should return RISK.
    Also, the data table should be able to sort however it wants.
    Also, preferably not an array formula as data will get into the 1000s, but if i must, i will use an array.
    return latest strat.xlsx
    i used:
    {=INDEX(B2:B13,MATCH(1,(A2:A13=E2)*(C2:C13=E3),0))}
    this works but requires 2 inputs, which makes it useless for me.
    I've spend hours on this, any help is much appreciated.

  2. #2
    Forum Expert NBVC's Avatar
    Join Date
    12-06-2006
    Location
    Mississauga, CANADA
    MS-Off Ver
    2003:2010
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    34,898

    Re: return a text based on latest date and another criteria

    Try:

    =LOOKUP(2,1/($A$2:$A$13=E2),$B$2:$B$13)
    Where there is a will there are many ways.

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