Need formula Index/Match possibly :)

KDS14589

Board Regular
Joined
Jan 10, 2019
Messages
182
Office Version
  1. 2016
Platform
  1. Windows
I've been trying for days to formulate this with no luck or the solution is so obvious that I can't see it.
(reference the image) In cells CK9:CK19 I'm trying to match names in cells CA9:CA19 to the names in cells P31:CF41 and return the (min. add) data.
I've hand filled in the data for Jerry to show what I want.
The solution may be a totally different formula than what I've been pursuing, at this point I'm about to start chewing my keyboard...........................
 

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Hi KDS14589,

Try
Excel Formula:
=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
 
Upvote 0
=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
I tried both with/without CSE but I get a 4 column solution with strange non-corresponding numbers or #VALUE!
 
Upvote 0
It's difficult to verify the columns in your image but if no name match is found it will give #VALUE.

Here's my test sheet with just the basic test data:

KDS14589.xlsx
OPQRSAKALAMANAOBFBGBHBIBJBYBZCACBCCCDCECFCGCHCICJCKCL
19Jerry86
20David15
21Jeff258
22Sue7
23Ken774
24Angi15
25Deb21
26
27
28
29
30
31Sue27Angi315Jerry1186David315
32Deb621Lucy945Jeff33258Terry945
33Laurel1863Ken99774
34Lynn297555
35
36
Sheet1
Cell Formulas
RangeFormula
CK19:CK25CK19=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
BH34BH34=BH33*3
 
Upvote 0
It's difficult to verify the columns in your image but if no name match is found it will give #VALUE.

Here's my test sheet with just the basic test data:

KDS14589.xlsx
OPQRSAKALAMANAOBFBGBHBIBJBYBZCACBCCCDCECFCGCHCICJCKCL
19Jerry86
20David15
21Jeff258
22Sue7
23Ken774
24Angi15
25Deb21
26
27
28
29
30
31Sue27Angi315Jerry1186David315
32Deb621Lucy945Jeff33258Terry945
33Laurel1863Ken99774
34Lynn297555
35
36
Sheet1
Cell Formulas
RangeFormula
CK19:CK25CK19=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
BH34BH34=BH33*3

It's difficult to verify the columns in your image but if no name match is found it will give #VALUE.

Here's my test sheet with just the basic test data:

KDS14589.xlsx
OPQRSAKALAMANAOBFBGBHBIBJBYBZCACBCCCDCECFCGCHCICJCKCL
19Jerry86
20David15
21Jeff258
22Sue7
23Ken774
24Angi15
25Deb21
26
27
28
29
30
31Sue27Angi315Jerry1186David315
32Deb621Lucy945Jeff33258Terry945
33Laurel1863Ken99774
34Lynn297555
35
36
Sheet1
Cell Formulas
RangeFormula
CK19:CK25CK19=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
BH34BH34=BH33*3

It's difficult to verify the columns in your image but if no name match is found it will give #VALUE.

Here's my test sheet with just the basic test data:

KDS14589.xlsx
OPQRSAKALAMANAOBFBGBHBIBJBYBZCACBCCCDCECFCGCHCICJCKCL
19Jerry86
20David15
21Jeff258
22Sue7
23Ken774
24Angi15
25Deb21
26
27
28
29
30
31Sue27Angi315Jerry1186David315
32Deb621Lucy945Jeff33258Terry945
33Laurel1863Ken99774
34Lynn297555
35
36
Sheet1
Cell Formulas
RangeFormula
CK19:CK25CK19=INDEX($P$31:$CH$41,SUMPRODUCT(($P$31:$CF$41=CA19)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA19)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+3)
BH34BH34=BH33*3
I'm confused, which is normal for me. I'm trying to get the (min. add) that corresponds to the clients' name from data in the lower 4 charts.

I'm including a link to a shared online file,, this may help mr excel 06.09.21.xlsx
 
Upvote 0
Ah! Yes, I'd not got the correct cell addresses in a few places. So
Excel Formula:
=INDEX($P$31:$CN$41,SUMPRODUCT(($P$31:$CF$41=CA9)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA9)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+9)
works for most but not Sue, Deb or Laurel.

I was relying on the "Min Add" columns being 8 to the right of each name (e.g. "David" is in column 84 and the required $188 is in column 92).
The challenge is that the first set (Sue, Deb and Laurel) have names in column 16 and the "Min Add" in column 20. The other sets are 8 columns apart so can you make the first set consistent or do I need a workaround for the first set?
 
Upvote 0
Ah! Yes, I'd not got the correct cell addresses in a few places. So
Excel Formula:
=INDEX($P$31:$CN$41,SUMPRODUCT(($P$31:$CF$41=CA9)*ROW($P$31:$CF$41))-ROW($P$31:$CF$41)+1,SUMPRODUCT(($P$31:$CF$41=CA9)*COLUMN($P$31:$CF$41))-COLUMN($P$31:$CF$41)+9)
works for most but not Sue, Deb or Laurel.

I was relying on the "Min Add" columns being 8 to the right of each name (e.g. "David" is in column 84 and the required $188 is in column 92).
The challenge is that the first set (Sue, Deb and Laurel) have names in column 16 and the "Min Add" in column 20. The other sets are 8 columns apart so can you make the first set consistent or do I need a workaround for the first set?
I'm ashamed to say this but I had a 'eureka' moment in this morning shower :rolleyes:?‍♂️ it involves 'nested if statements' based on the individual's balance and using the 4 levels of amounts and the corresponding min. add.

I appreciate your time & knowledge, I guess I was so involved with complex & difficult formulas that I just needed time away from the task to see a simple solution.

Again THANKS
 
Upvote 0
You're welcome.
I'm not sure I'm following your fix but I see you marked your own post as the solution so I'm guessing you found a workaround which avoids the need for the lookup.
 
Upvote 0
@KDS14589 - Glad to hear you got the solution.

Do you mind posting about your solution? Then it is perfectly fine to mark your post as the solution to help future readers.
 
Upvote 0
@KDS14589 - Glad to hear you got the solution.

Do you mind posting about your solution? Then it is perfectly fine to mark your post as the solution to help future readers.
I
I would be glad to post it but after I got the solution to work properly, I move it to my secure spreadsheet and moved the info around so now the cells referenced don’t 'jive' with the image and I deleted the spreadsheet I sent

SORRY
 
Upvote 0

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