Return Account Holder Name matching up to five separate cells.

Funktion

New Member
Joined
Mar 25, 2016
Messages
19
Office Version
  1. 365
Platform
  1. Windows
Hi Gang,

I have a worksheet with two tabs; one is a Summary of charges per account, and the other contains all of the Charges on all of the accounts.

The account numbers are comprised of up to five separate segments. Those segments are in columns A, B, C, D, and E on both tabs.

There will always be something in column A.
There will always be something in column B.
Columns C, D and E may or may not contain numbers. There could be one, two or all three of them populated on various accounts.

Each account has a corresponding Account Holder Name, which resides on the Summary tab.

For each individual charge listed on the Charges tab, I want to have Excel find the appropriate account holder's name on the Summary tab and bring it into column H on the Charges tab.

I tried an Index and Match (which is not my comfort zone) and it wants to spill and doesn't work... Here's the formula I tried
=INDEX(Summary!G3:G10,MATCH(Summary!A3:A10&Summary!B3:B10&Summary!C3:C10&Summary!D3:D10&Summary!E3:E10,0))

I'm uploading images of the two tabs (can't download XL2BB on this computer).

Not sure what approach to take on this one. Any advice would be greatly appreciated.
 

Attachments

  • Dummy Data for Funktion 2 - Summary.png
    Dummy Data for Funktion 2 - Summary.png
    56.2 KB · Views: 10
  • Dummy Data for Funktion 2 - Charges.png
    Dummy Data for Funktion 2 - Charges.png
    104.8 KB · Views: 10

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.

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
65,587
Office Version
  1. 365
Platform
  1. Windows
How about
Excel Formula:
=IF(A3="","",FILTER(Summary!$G$3:$G$10,(Summary!$A$3:$A$10=A3)*(Summary!$B$3:$B$10=B3)*(Summary!$C$3:$C$10=C3)*(Summary!$D$3:$D$10=D3)*(Summary!$E$3:$E$10=E3),""))
 
Solution

Funktion

New Member
Joined
Mar 25, 2016
Messages
19
Office Version
  1. 365
Platform
  1. Windows
How about
Excel Formula:
=IF(A3="","",FILTER(Summary!$G$3:$G$10,(Summary!$A$3:$A$10=A3)*(Summary!$B$3:$B$10=B3)*(Summary!$C$3:$C$10=C3)*(Summary!$D$3:$D$10=D3)*(Summary!$E$3:$E$10=E3),""))
Thanks again, Fluff! It's working beautifully. Thanks for the quick reply.
 

Fluff

MrExcel MVP, Moderator
Joined
Jun 12, 2014
Messages
65,587
Office Version
  1. 365
Platform
  1. Windows
You're welcome & thanks for the feedback.
 

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