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Index Match Multiple Criteria

  1. 10-07-2013, 01:51 PM #1
    cartica
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    Index Match Multiple Criteria

    Hi-

    Not sure if this is the best approach/formula, but i have attached my s/s.

    I am trying to create a formula to pull in the mgmt fee% into the investor capital forecast tab, based on two vaiables. The client's AUM(column B), and their Tier (column A). It should pull in 1.157% from the Mgmt fee schedule tab, based on AUM of 314MM, and Tier 3. Please let me know your thoughts.

    Thanks
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  2. 10-07-2013, 01:56 PM #2
    Ace_XL
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    Re: Index Match Multiple Criteria

    Try

    =INDEX('Mgmt Fee Schedule'!$B$4:$E$15,IFERROR(MATCH(B3,'Mgmt Fee Schedule'!$A$4:$A$15,1),0)+1,MATCH(A3,'Mgmt Fee Schedule'!$B$2:$E$2,0))
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  3. 10-07-2013, 02:01 PM #3
    cartica
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    Re: Index Match Multiple Criteria

    That works. Can you explain the formula breakdown, so i can grasp the concept better. I really appreciate it.
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  4. 10-07-2013, 02:28 PM #4
    Ace_XL
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    Re: Index Match Multiple Criteria

    Well explained here..

    http://www.contextures.com/xlFunctions03.html
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