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Return most recently entered amount based on look up of several criteria

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  1. #1
    Registered User
    Join Date
    08-20-2012
    Location
    Toronto, Canada
    MS-Off Ver
    Excel 2003
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    12

    Unhappy Return most recently entered amount based on look up of several criteria

    I am in an awful pickle trying to fathom a way to return the most recently entered data that complies with several criteria.

    Here is a sample from my rather large table (apologies if my sample is too big):

    A B C D E
    Case Ref Date Pay/Res Operation Amount
    1 A 01/05/11 Reserve Settlement $6000
    2 A 05/06/12 Reserve Settlement $3000
    3 A 01/05/11 Reserve Lawyer $5000
    4 A 02/02/12 Reserve Lawyer $2500
    5 A 12/04/12 Reserve Lawyer $4000
    6 A 05/06/12 Reserve Lawyer $2000
    7 B 14/07/11 Reserve Settlement $5000
    8 B 14/07/11 Reserve Lawyer $12000
    9 B 15/09/11 Reserve Lawyer $9000
    10 B 23/12/11 Reserve Lawyer $6000
    11 B 03/04/12 Reserve Lawyer $3000
    12 B 05/07/12 Reserve Lawyer $0
    13 C 10/10/11 Reserve Settlement $2000
    14 C 06/08/12 Reserve Settlement $10000
    15 C 01/10/11 Reserve Lawyer $7500
    16 C 04/01/12 Reserve Lawyer $5000
    17 C 06/03/12 Reserve Lawyer $2500
    18 C 10/10/11 Reserve Misc. $4000
    19 D 06/04/12 Reserve Lawyer $1000
    20 E 01/03/12 Reserve Settlement $5000
    21 E 04/08/12 Reserve Settlement $0
    22 E 01/03/12 Reserve Lawyer $1000
    23 E 04/08/12 Reserve Lawyer $0

    I have named the data in each of the above columns, in a bid a simplify calculations (ref; date; payres;type;amt)

    I am looking for a formula that will complete the most recent information entered in a master sheet. For example, in the cell that corresponds to claim A, Reserve Settlement, the value returned should be $3000, as this is the most recently entered figure that corresponds to ref="A", payres="Reserve", type="Settlement".

    The figure should not automatically be either the MAX or MIN value, as reserves are prone to fluctuate. For example, the Reserve Lawyer information for claim A drops and then rises again, before dropping anew, whilst the settlement reserve for claim C is initially set too low and is later adjusted upwards.

    I have tried all manner of formulas mixing and matching VLOOKUP, INDEX, MATCH, SUMPRODUCT etc. etc., but have thus far had no luck.

    Any suggestions would be most gratefully received.

    Thanks.
    Last edited by strudel; 08-22-2012 at 07:10 AM.

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