INDEX MATCH to return values based on date comparison between 2 worksheets

curious1

Board Regular
Joined
Jul 22, 2005
Messages
58
Office Version
  1. 365
Platform
  1. Windows
Hi, struggling with producing an INDEX MATCH formula that will achieve the following:
For each Name in WS1, if its Date < 365 days from the Date of the matching Name in WS2, return "N" in WS1 Col C, otherwise return the value in WS2 Col C corresponding to that Name.
The results should be WS1 Col C in the example below.
Book1
ABC
1NAMEDATENEW LABEL
2Name112/1/2021N
3Name212/2/2021N
4Name312/3/2021S
5Name412/4/2021N
6Name512/5/2021F
WS1

Book1
ABC
1NAMEDATELABEL
2Name11/20/2020N
3Name28/9/2021IP
4Name35/23/2019S
5Name49/1/2021F
6Name53/7/2020F
WS2

Any help is deeply appreciated!
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
=INDEX('WS2'!$B$2:$B$6,MATCH('WS1'!A2,'WS2'!$A$2:$A$6,0))
will find the date in WS2

then you can take WS1 date away to get the number of days

Then use an IF()

Book1
ABCDEFGHIJKL
1NAMEDATENEW LABELFormulaDate WS2Days
2Name112/1/21NN1/20/20681WS1, if its Date < 365 days from the Date of the matching Name in WS2, return "N" in
3Name212/2/21NN8/9/21115
4Name312/3/21SS5/23/19925
5Name412/4/21NN1/9/21329
6Name512/5/21FF7/3/20520
7
8
WS1
Cell Formulas
RangeFormula
D2:D6D2=IF(B2-INDEX('WS2'!$B$2:$B$6,MATCH('WS1'!A2,'WS2'!$A$2:$A$6,0))<365,"N",INDEX('WS2'!$C$2:$C$6,MATCH('WS1'!A2,'WS2'!$A$2:$A$6,0)))
E2:E6E2=INDEX('WS2'!$B$2:$B$6,MATCH('WS1'!A2,'WS2'!$A$2:$A$6,0))
G2:G6G2=B2-E2


Book1
ABC
1NAMEDATELABEL
2Name11/20/20N
3Name28/9/21IP
4Name35/23/19S
5Name41/9/21F
6Name57/3/20F
WS2
 
Upvote 0
Solution
etaf: Thank you for the answer and the education! I did not have clarity on how to see and construct the solution correctly. I appreciated seeing your logic, which I applied to my actual data set to obtain the desired output. Worked! Then, ignoring the answer, I wrote an abstracted version of each INDEX/MATCH formula to help grasp what each needed to accomplish and nested those together into a conceptual formula. I then wrote the actual formula based on that summarization and it worked. I hope I will be able to "see" how to approach future problems given this example. Much appreciated!
 
Upvote 0

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