index/match funktion to find nearest value (date) from 2 data sources

dan_web

New Member
Joined
Jul 1, 2014
Messages
6
Hi everyone,

In below data example (data comes from 2 data sources listed in 2 different sheets) how do I find the closest "lead date" to the "opportunity date", where the lead date is equal to or smaller than the opportunity date and when the same company appears in both data sets? The same company can appear many times in both data sets/sheets:


For example

(Sheet1 - leads)

Column A Column B
Account Name Lead Date
Netflix 15.02.2021
Netflix 29.01.2021
Netflix 01.04.2021

(Sheet2 - opportunities)

Column A Column B Column C
Account Name Opportunity Closest lead date to opportunity date (function?)
Netflix 15.02.2021 (must for example return the value 15.02.2021)
Netflix 01.02.2021 (must for example return the value 15.02.2021)
HBO Max 01.02.2021 (must return error bacause no match)
Netflix 01.03.2021 (must for example return the value 15.02.2021)


Thank you in advance.
 

Excel Facts

Links? Where??
If Excel says you have links but you can't find them, go to Formulas, Name Manager. Look for old links to dead workbooks & delete.
Sorry here the data sets aremaybe more clear

Account NameLead Date
Netflix15.02.2021
Netflix29.01.2021
Netflix01.04.2021

Account NameOpportunity dateClosest lead date to opportunity date (function?)
Netflix15.02.2021(must for example return the value 15.02.2021)
Netflix01.02.2021(must for example return the value 15.02.2021)
HBO Max01.02.2021(must return error bacause no match)
Netflix01.03.2021(must for example return the value 15.02.2021)
 
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