Vlookup based on multiple criteria/conditions

narendra

Board Regular
Joined
Apr 15, 2008
Messages
87
Is there a way to do a lookup with multiple conditions where one or more conditions are checked against different lookup values, and where it returns an error or a string value if any of the condition fails (i.e. a lookup value is Not found or, does Not fall within the checked range)?
For example, in below sheet, i want to get Rate(%) and Discount-Code from the row where the following 3 checks are True:
a) match the Customer-code
b) match the Region
c) where Transaction Date falls within the 'Eff From' and 'Eff upto' Date Range --Note: the 'Eff upto' date will be blank/empty for a current open period until the Rate or Discount-code is changed.
For getting Rates, I can use an Array Formula with Sum/Sumproduct (an example using SUM is given in below table). BUT this does not work for getting the Discount-Codes.

The desired results are colored in Red in the Right-side (Destination) section. See the top 6 results to get an idea.
In the 6th result one of the conditions failed (the Transaction Date falls before the periods available for that customer-code and region). Here, because of the Sum function, the array formula returns 0 for the Rate instead of an error. This can be misleading as some zones are assigned 0% Rates as well.
So,
a) for the rates, how can i return an error or a string value instead of 0 when any of the condition fails ? and
b) how to get the correct discount-codes while returning and error or string value when any of the condition fails ?

Do i need to use any other lookup function to get the desired results?


Excel-2020_lookup-multiple-conditions.xlsx
ABCDEFGHIJKLMNOPQ
1Source Data :Destination :
2Rate/Disc MasterTransaction List
3(lookups reqd. here)Needs a betterNeeds aLookup
4Condition 1Condition 2Get thisGet thisCondition 3Condition 3Lookup FormulaLookup FormulaCust Code
5
6NameCustomer CodeRegionRateDisc CodeEff FromEff uptoCustomer CodeRegionTransaction DateAmtEffective RateDisc CodeName
7JohnJC005North12%Q21-Jan-201518-Aug-2018<--1JC005North15-Jul-20191765016.75%M2John*from 2
8JohnJC005West10.25%2-Nov-201415-Sep-2019JC005North12-Feb-20171820012%Q2John*from 1
9AmyAL162North5.6%ACT24-May-201814-Jan-2020JC005North7-Feb-202065500%Q1John*from 3
10JohnJC005North16.75%M219-Aug-20184-Jan-2020<--2JC005North28-Oct-20201435015%M1John*from 4
11JohnJC005West14.1%Q516-Sep-2019JC005North28-Dec-20201070015%M1John*from 4
12JohnJC005North0%Q15-Jan-20207-Mar-2020<--3JC005North1-Nov-201456500%Johnout of range
13BrianBK038South18%ACT1-Jan-2016↑ here in the
14AmyAL162North7%M315-Jan-2020JC005West12-Oct-20201330014.1%Johnlast entry
15JohnJC005North15%M18-Mar-2020<--4JC005West6-Sep-20181740010.25%Johnboth the
16AmyAL162East11.28%1-Jun-2018Rate &
17BK038South5-May-20161880018%BrianDisc code
18Note:Note: for theBK038South30-Oct-20201465018%Brianformula
19returncurrent(open)should
20emptyperiod theAL162East1-Sep-2020865011.28%Amyreturn
21whereEff upto' dateAL162North1-Jan-2020166505.6%Amyan error Or
22emptyis left blank.AL162East24-Dec-2021830011.28%Amya text msg
23AL162North18-Jan-202056507%Amy
24
Sheet1
Cell Formulas
RangeFormula
N20:N23,N17:N18,N14:N15,N10:N12,N7:N8N7=SUM((J7=B$7:B$16)*(K7=C$7:C$16)*(L7>=F$7:F$16)*(L7<=IF(((TRIM(G$7:G$16)="")+(G$7:G$16=0)+(ISTEXT(G$7:G$16)))>0,999999999,G$7:G$16))*D$7:D$16)
Press CTRL+SHIFT+ENTER to enter array formulas.
 

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Eric W

MrExcel MVP
Joined
Aug 18, 2015
Messages
10,750
How about:

Book1
ABCDEFGHIJKLMNOPQ
1Source Data :Destination :
2Rate/Disc MasterTransaction List
3(lookups reqd. here)Needs a betterNeeds aLookup
4Condition 1Condition 2Get thisGet thisCondition 3Condition 3Lookup FormulaLookup FormulaCust Code
5
6NameCustomer CodeRegionRateDisc CodeEff FromEff uptoCustomer CodeRegionTransaction DateAmtEffective RateDisc CodeName
7JohnJC005North12.00%Q2January 1, 2015August 18, 2018<--1JC005NorthJuly 15, 20191765016.75%M2John*from 2
8JohnJC005West10.25%November 2, 2014September 15, 2019JC005NorthFebruary 12, 20171820012.00%Q2John*from 1
9AmyAL162North5.60%ACTMay 24, 2018January 14, 2020JC005NorthFebruary 7, 202065500.00%Q1John*from 3
10JohnJC005North16.75%M2August 19, 2018January 4, 2020<--2JC005NorthOctober 28, 20201435015.00%M1John*from 4
11JohnJC005West14.10%Q5September 16, 2019JC005NorthDecember 28, 20201070015.00%M1John*from 4
12JohnJC005North0.00%Q1January 5, 2020March 7, 2020<--3JC005NorthNovember 1, 20145650  Johnout of range
13BrianBK038South18.00%ACTJanuary 1, 2016↑ here in the
14AmyAL162North7.00%M3January 15, 2020JC005WestOctober 12, 20201330014.10%Q5Johnlast entry
15JohnJC005North15.00%M1March 8, 2020<--4JC005WestSeptember 6, 20181740010.25%0Johnboth the
16AmyAL162East11.28%June 1, 2018  Rate &
17BK038SouthMay 5, 20161880018.00%ACTBrianDisc code
18Note:Note: for theBK038SouthOctober 30, 20201465018.00%ACTBrianformula
19returncurrent(open)  should
20emptyperiod theAL162EastSeptember 1, 2020865011.28%0Amyreturn
21whereEff upto' dateAL162NorthJanuary 1, 2020166505.60%ACTAmyan error Or
22emptyis left blank.AL162EastDecember 24, 2021830011.28%0Amya text msg
23AL162NorthJanuary 18, 202056507.00%M3Amy
Sheet1
Cell Formulas
RangeFormula
N14:O23,N7:O12N7=IFERROR(INDEX(D:D,AGGREGATE(15,6,ROW(D$7:D$16)/($B$7:$B$16=$J7)/($C$7:$C$16=$K7)/($F$7:$F$16<=$L7)/(($G$7:$G$16>=$L7)+($G$7:$G$16="")),1)),"")
 

narendra

Board Regular
Joined
Apr 15, 2008
Messages
87
Thanks for the help Eric, it mostly works....just one thing needs to be fixed. Can we return a nullstring "" if the lookup cells are empty?

Otherwise, your formula works perfectly if the rate and discount-code cells are blank but not empty.
 

Eric W

MrExcel MVP
Joined
Aug 18, 2015
Messages
10,750
That would require a minor change to the O7 formula, but you need to leave the N7 formula alone.

Book1
NO
1
2
3Needs a betterNeeds a
4Lookup FormulaLookup Formula
5
6Effective RateDisc Code
716.75%M2
812.00%Q2
90.00%Q1
1015.00%M1
1115.00%M1
12  
13  
1414.10%Q5
1510.25% 
16  
1718.00%ACT
1818.00%ACT
19  
2011.28% 
215.60%ACT
2211.28% 
237.00%M3
Sheet1
Cell Formulas
RangeFormula
N7:N23N7=IFERROR(INDEX(D:D,AGGREGATE(15,6,ROW(D$7:D$16)/($B$7:$B$16=$J7)/($C$7:$C$16=$K7)/($F$7:$F$16<=$L7)/(($G$7:$G$16>=$L7)+($G$7:$G$16="")),1)),"")
O7:O23O7=IFERROR(INDEX(E:E,AGGREGATE(15,6,ROW(E$7:E$16)/($B$7:$B$16=$J7)/($C$7:$C$16=$K7)/($F$7:$F$16<=$L7)/(($G$7:$G$16>=$L7)+($G$7:$G$16="")),1))&"","")
 
Solution

narendra

Board Regular
Joined
Apr 15, 2008
Messages
87
Thank you Eric!
I also fixed the Rate(%) column to return a Blank for empty cells (before the IFERROR check I added a nullstring "" to the result and then forced convert to numeric with -- )
Below is the final sheet.

Excel-2020_lookup-multiple-conditions.xlsx
ABCDEFGHIJKLMNOPQ
1Source Data :Destination :
2Rate/Disc MasterTransaction List
3(lookups reqd. here)Needs a betterLookup
4Condition 1Condition 2Get thisGet thisCondition 3Condition 3Lookup FormulaLookup FormulaCust Code
5
6NameCustomer CodeRegionRateDisc CodeEff FromEff uptoCustomer CodeRegionTransaction DateAmtEffective RateDisc CodeName
7JohnJC005North12.00%1-Jan-201518-Aug-2018<--1JC005North15-Jul-201917650 M2John*from 2
8JohnJC005West10.25%2-Nov-201415-Sep-2019JC005North12-Feb-20171820012.00% John*from 1
9AmyAL162North5.60%ACT24-May-201814-Jan-2020JC005North7-Feb-202065500.00%Q1John*from 3
10JohnJC005NorthM219-Aug-20184-Jan-2020<--2JC005North28-Oct-20201435015.00%M1John*from 4
11JohnJC005West14.10%Q516-Sep-2019JC005North28-Dec-20201070015.00%M1John*from 4
12JohnJC005North0.00%Q15-Jan-20207-Mar-2020<--3JC005North1-Nov-20145650  Johnout of range
13BrianBK038South18.00%ACT1-Jan-2016  ↑ here in the
14AmyAL162North7.00%M315-Jan-2020JC005West12-Oct-20201330014.10%Q5Johnlast entry
15JohnJC005North15.00%M18-Mar-2020<--4JC005West6-Sep-20181740010.25% Johnboth the
16AmyAL162East11.28%1-Jun-2018  Rate &
17BK038South5-May-20161880018.00%ACTBrianDisc code
18Note:Note: for theBK038South30-Oct-20201465018.00%ACTBrianformula
19returncurrent(open)  should
20emptyperiod theAL162East1-Sep-2020865011.28% Amyreturn
21whereEff upto' dateAL162North1-Jan-2020166505.60%ACTAmyan error Or
22emptyis left blank.AL162East24-Dec-2021830011.28% Amya text msg
23AL162North18-Jan-202056507.00%M3Amy
Sheet4
Cell Formulas
RangeFormula
N7:N23N7=IFERROR(--(INDEX(D:D,AGGREGATE(15,6,ROW(D$7:D$16)/($B$7:$B$16=$J7)/($C$7:$C$16=$K7)/($F$7:$F$16<=$L7)/(($G$7:$G$16>=$L7)+($G$7:$G$16="")),1))&""),"")
O7:O23O7=IFERROR(INDEX(E:E,AGGREGATE(15,6,ROW(E$7:E$16)/($B$7:$B$16=$J7)/($C$7:$C$16=$K7)/($F$7:$F$16<=$L7)/(($G$7:$G$16>=$L7)+($G$7:$G$16="")),1))&"","")
 

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