Index Match QTD?

[amc1528]

Hello. I am trying to see if it's possible to create a formula that can do a QTD (quarter to date) or YTD (dynamic range) formula with index, match, match. I have index match match which gives me a single month's data, and I have a QTD index match formula, which can give me the qtd data through a specific month, but not a specific account. Is it possible to have both? I'm hoping that it's a simple thing for someone out there. Thanks!

 

[jorismoerings]

It probably could but .....
we're not mindreaders, so make it as easy as you can for us to help you.

• State your question clearly, including your entire need at the start.
• Add some representative sample data - actual data is much better than an image (see also "Posting Aids" below).
• Tell us what formula you have currently, and why your results are not what you want.
• Include which version of Excel and Operating System you are using.
• Before posting, read your question back to yourself to check it will make sense to somebody unfamiliar with your worksheet.

 

[amc1528]

I'm having an issue being able to upload files to include sample data which is why there is none, anyone no why that might be? I have no option to upload an excel, word, or anything excel a URL.

I will try my best to describe the situation. I have a sample set of data;
cell A1 is blank, the rest of row 1 is the months Jan, feb, mar, etc...
column a is the account names
row 2 net sales
row 3 cogs
row 4 imu
row 4 igm

I have a formula that can do QTD (quarter to date) which is SUM($B2:INDEX($B2:$M2,MATCH($C$13,$B$1:$M$1,0)))-IF(MATCH($C$13,$B$1:$M$1,0)<4,0,SUM($B2:INDEX($B2:$M2,INT(MATCH($C$13,$B$1:$M$1,0)/3)*3-(MOD(MATCH($C$13,$B$1:$M$1,0),3)=0)*3)))

OR I have a formula that can do index match match INDEX(B$2:$M$5,MATCH($B16,$A$2:$A$5,0),MATCH($C$13,$B$1:$M$1,0))

I would like to have the index match match functionality so that it looks up both the month and the account, but also calculates the QTD (or YTD really) amount.

 

[amc1528]

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec FY Net Sales 1,000 1,000 2,500 1,000 1,000 2,500 1,000 1,000 2,500 1,000 1,000 2,500 18,000 COGS 250 250 300 250 250 300 250 250 300 250 250 300 3,200 Gross IMU 750 750 2,200 750 750 2,200 750 750 2,200 750 750 2,200 14,800 IGM 795 795 2,245 795 795 2,245 795 795 2,245 795 795 2,245 15,340 <colgroup><col><col><col><col><col><col><col><col><col><col><col><col><col><col></colgroup><tbody> </tbody>

QTD Single Month If April If May in millions w/o account lookup Index Match Should be Should be Net Sales $1,000 $1,000 $1,000 $2,000 COGS $250 $250 $250 $500 COGS $750 $250 $250 $500 <colgroup><col><col><col><col><col></colgroup><tbody> </tbody>

<tbody>
</tbody>

 

[VBABEGINER]

Hi,

This is with index - match formula.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	FY
Net Sales	1000	1000	2500	1000	1000	2500	1000	1000	2500	1000	1000	2500	18000
COGS	250	250	300	250	250	300	250	250	300	250	250	300	3200
Gross IMU	750	750	2200	750	750	2200	750	750	2200	750	750	2200	14800
IGM	795	795	2245	795	795	2245	795	795	2245	795	795	2245	15340
	QTD	Mar	Apr	May
in millions	w/o account lookup	Index Match	Should be	Should be
Net Sales	1000	2500	1000	1000
COGS	250	300	250	250
IGM	750	2245	795	795

<colgroup><col><col><col><col><col><col span="9"></colgroup><tbody>
</tbody>

This is formula used..

[TABLE="width: 1634"]
<colgroup><col><col><col span="2"><col></colgroup><tbody>[TR]
[TD][/TD]
[TD]QTD[/TD]
[TD]Mar[/TD]
[TD]Apr[/TD]
[TD]May[/TD]
[/TR]
[TR]
[TD]in millions[/TD]
[TD]w/o account lookup[/TD]
[TD]Index Match[/TD]
[TD]Should be[/TD]
[TD]Should be[/TD]
[/TR]
[TR]
[TD]Net Sales[/TD]
[TD]1000[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A11,$A$3:$A$6,0),MATCH(C$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A11,$A$3:$A$6,0),MATCH(D$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A11,$A$3:$A$6,0),MATCH(E$9,$B$2:$M$2,0))[/TD]
[/TR]
[TR]
[TD]COGS[/TD]
[TD]250[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A12,$A$3:$A$6,0),MATCH(C$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A12,$A$3:$A$6,0),MATCH(D$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A12,$A$3:$A$6,0),MATCH(E$9,$B$2:$M$2,0))[/TD]
[/TR]
[TR]
[TD]IGM[/TD]
[TD]750[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A13,$A$3:$A$6,0),MATCH(C$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A13,$A$3:$A$6,0),MATCH(D$9,$B$2:$M$2,0))[/TD]
[TD]=INDEX($B$3:$M$6,MATCH($A13,$A$3:$A$6,0),MATCH(E$9,$B$2:$M$2,0))[/TD]
[/TR]
</tbody>[/TABLE]

1st March formula..

=INDEX($B$3:$M$6,MATCH($A11,$A$3:$A$6,0),MATCH(C$9,$B$2:$M$2,0))

B3 to M6 is,

1000	1000	2500	1000	1000	2500	1000	1000	2500	1000	1000	2500
250	250	300	250	250	300	250	250	300	250	250	300
750	750	2200	750	750	2200	750	750	2200	750	750	2200
795	795	2245	795	795	2245	795	795	2245	795	795	2245

<colgroup><col><col><col><col><col span="8"></colgroup><tbody>
</tbody>

A11 is,

Net Sales

COGS

IGM

<colgroup><col></colgroup><tbody>
</tbody>

A3 to A6 is,

Net Sales

COGS

Gross IMU

IGM

<colgroup><col></colgroup><tbody>
</tbody>

c9 is,

	QTD	Mar	Apr	May
in millions	w/o account lookup	Index Match	Should be	Should be
Net Sales	1000	2500	1000	1000
COGS	250	300	250	250
IGM	750	2245	795	795

<colgroup><col><col><col><col><col></colgroup><tbody>
</tbody>

b2 to m2 is,

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

<tbody>
</tbody>

 

[amc1528]

Thanks vbabginer. I know how to do the index match. What I am looking for is for the QTD formula to be able to look at both the month and the account. Is that possible? I can do an index match, which will return the specific account for a specific month, or I can do a QTD formula which will do the qtd amount through a specific month but irrespective of the account that I have put in, it will merely go on the row that it is tied to, it isn't intelligent enough to look for the account, that is the piece that i am looking for.

 

[VBABEGINER]

Will sumIfS not be the formula for this..

 

[amc1528]

I dont believe that sumifs will work with two dimensions (rows and columns)

 

[VBABEGINER]

No my apologies...Sumproduct will work. but i never worked on that..

 

[amc1528]

that will not work easily with the QTD portion without other variables. I can do it with adding in another row of numbers to correlate with the month number, then putting in an if then statement for less than or greater than for the month. The QTD formula that I am using does not need that. That is what I was asking about to see if that was somehow adaptable to also look up the account in addition to the month