# Index Match Multiple Criteria

1. ## 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

2. ## 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))

3. ## Re: Index Match Multiple Criteria

That works. Can you explain the formula breakdown, so i can grasp the concept better. I really appreciate it.

4. ## Re: Index Match Multiple Criteria

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