Vlookup or INDEX and Match - not sure best approach for multi criteria filtering

adgrissom

New Member
Joined
Feb 23, 2017
Messages
10
I am trying to determine the best approach to filter the data.

The master file has all comparative data, the secondary file will change from month to month to only include portions to match to the Master which then needs to create the filtered third file.

Example would include:

Master file includes 35K rows of data
Monthly report will differ in number of rows but will be used to match master file: if column A AND column B AND column G match then list what is showing in column K in third extracted file. Therefore final result should contain.

Column A = customer #
Column B = customer name
Column G = Part #
Column K = sell price

Master file holds the key to column K as the secondary file will show column K as blank
 

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.
Hi, welcome to the board :)

1st, do you mean you have different files (workbooks) or different tabs (worksheets) within 1 file?
 
Upvote 0
Right now, the master file will remain as separate document (workbook), however, it can be a part of a master document as it should not change and the monthly report (differs monthly) can be added as a different tab with a third tab within the same workbook if that will change the process therefore only having a single workbook to work with.
 
Upvote 0

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