Excel countif or index/match formula - excel

This involves two files. If B2 (file2) is somewhere in column A (file1) (and matches exactly), then go to D2 (file2) and check if that is anywhere in corresponding cell in column E (which wouldn't match exactly) and return yes or no.

Let us assume that all data appears in sheet 1 in both File 1 & File 2.You could try the below formula from another sheet. Have in mind that the for the not exact match i use i use "*" in the formula which means that will match anything starting with the value of D2. in other cases would not match.
File 1
File 2
Another File
=IF(AND(IFERROR(IF(MATCH('[File 2.xlsx]Sheet1'!B2,'[File 1.xlsx]Sheet1'!A:A,0)>0,"Match"),"No match")="Match",IFERROR(IF(MATCH('[File 2.xlsx]Sheet1'!D2&"*",'[File 1.xlsx]Sheet1'!E:E,0)>0,"Match"),"No match")="Match"),"Yes","No")

Related

Excel VBA/Formula to find a cell that includes search term?

I was not sure how to really create the question...
But the problem I am having is this: I have a list (in rows) that relate to a regulatory document, and after trying to create some sort of for loop or elaborate VLookUp/Index formula, I'm requesting help.
For example:
Now I want to use the rows to find the corresponding section in the document. I've already extracted and formatted the compliance document so it is in excel format.
So what I really need is this: a formula or VBA script that can
1. take the compliance number (for example 1A-1 which exist in Cell A3) and go find a cell (in single column D) that has JUST 1A-1, not 1A-1.1, not 1A-1.1.2, etc. and return it to the adjacent cell to 1A-1, for example.
Many thanks ahead of time... I am so lost!! :/
VLOOKUP vs INDEX/MATCH
You can do the 'lookup' two ways (that I'm aware of):
Using VLOOKUP:
The B3 cell contains your formula
=IF(ISERROR(VLOOKUP(A3,C:D,2,FALSE)),"",VLOOKUP(A3,C:D,2,FALSE))
where 'FALSE' is indicating there has to be an exact match and the data doesn't have to be sorted.
Using INDEX with MATCH:
The F3 cell contains the Index/Match formula
=IF(ISERROR(MATCH(A3,C:C,0)),"",INDEX(D:D,MATCH(A3,C:C,0)))
where '0' is indicating there has to be an exact match and the data doesn't have to be sorted.
INDEX/MATCH preferable!?
The MATCH function finds the position (row number if whole column is used) of the found match. This way (there's another) of using the INDEX function uses exactly this found match to return a cell's value in that position (row) in ANY specified column range (column). So they are the ideal combination.
With the VLOOKUP function you have to additionally specify the column index (range_lookup) of a range which could get complicated when the columns aren't adjacent as in this case. Most importantly, the function doesn't work if the lookup data is to the right of the match data.
VLOOKUP NOT WORKING! INDEX/MATCH STILL WORKING!
try this formula
The formula in cells
B2: =INDEX(E:E,MATCH(A2,F:F,0))
C2: =INDEX(G:G,MATCH(A2,F:F,0))
MATCH(A2,F:F,0) is finding Cell A2 in column F (0 means it will find
exact match) and will return the first row number when it would find that
INDEX(E:E,MATCH(A2,F:F,0)) will return contents of column E where row number is returned by the Match formula

Excel Formula with IF... ELSE

Hi all,
I have this excel where by I need to find the location of the item if they are found in column B.
So In my F column, I tried to write ifelse formula which didnt work.which is
=IF(D2="NULL","NONE",C((D2))).
My idea is if D2 is not null, use the value in D column to find the location in C column. In this example, fish no 4, so it is found, my F column should show the value "C" using the value shown in D column and use it as Row no in C column
I hope you guys get the idea and help me out a newbie in excel. Thanks in advance
=vlookup($D2,$A$2:$C$6,3,0)
you can use that in column F. Place that formula in F2 and copy down.
you could technically use it in column E as well, but you would need to change the 3 to a 2.
you did not say what you wanted to do if the D value was "Null" so I am going to take a stab at the dark and wrap you lookup formula in an if statement that will deal with "Null" or empty cells
=IF(OR($D2="NULL",$D2=""),"",VLOOKUP($D2,$A$2:$C$6,3,0))
That is the alternative formula to place in F2 and copy down.
Use the formula:
=IF(D2<>"NULL",VLOOKUP(D2,A2:C6,3,FALSE),"Value is NULL")
Here is the working example:
Put formula in cell F2 and drag it down.
[edit]to pull proper location column, not just the row #[/edit]
Seems like a job for MATCH+OFFSET
Try this formula in cell F2:
=OFFSET($C$1, MATCH(E2,B:B,0)-1, 0, 1, 1)
Match is used to locate the value in the first argument (ie E2) within the range specified in 2nd argument (ie B:B). I use B:B but you could also use range B2:B30 or whatever more specific range you want. (I prefer the more generic B:B, though :) )
Third paramter "0" just indicates "Exact match".
This function will retun "#N/A" if nothing found.
OFFSET takes the result from MATCH to pick out the Location you want. The first parameter in OFFSET is the rows below (or above if negative) from the base row (in this case $C$1). the next is the column: 0 since we're in the column we want to be in. The last two are the size of the range: 1,1 is a 1x1 cell, so just 1 cell. If we did ...,2,3), that would be 2 rows high and 3 columns wide - or a 6 cell range. We're just after 1 cell here.
I've always preferred MATCH + OFFSET to other options, I just found they held up more robustly to changes in a sheet (ie new rows/columns added). So it's mostly personaly preference over VLOOKUP and INDEX. I honestly have never compared their actual performance, however, I've never had any issues with MATCH+OFFSET running slowly :)

Excel Formula not accepted but no reason for error

I have a if formula with a number of criterias it has to match.
When I have shortened the formula down it works from beyond - IF(LEFT(A6,1)="2"
but there are no reasons it should error at this point? Any help?
=IF(LEFT(A6,2)="10","Area 1",IF(LEFT(A6,2)="12","Area 2",IF(LEFT(A6,2)="13","Area 3",IF(LEFT(A6,2)="14","Area 4",IF(LEFT(A6,2)="15","Area 5",IF(LEFT(A6,2)="16","Area 6",IF(LEFT(A6,2)="17","Area 7",IF(LEFT(A6,1)="2","Bulk",IF(LEFT(A6,1)="4","Intl",IF(LEFT(A6,2)="7","CGCC","Ad-Hoc"))))))))))
You can try combining IF and VLOOKUP.
=IF(LEFT(A6,1)="4","Intl",IF(ISNA(VLOOKUP(LEFT(A6,2),{"7","CGCC";"10","Area 1";"12","Area 2";"13","Area 3";"14","Area 4";"15","Area 5";"16","Area 6";"17","Area 7"},2,FALSE)),"Ad-Hoc",VLOOKUP(LEFT(A6,2),{"7","CGCC";"10","Area 1";"12","Area 2";"13","Area 3";"14","Area 4";"15","Area 5";"16","Area 6";"17","Area 7"},2,FALSE)))
I embedded the array in the formula but you can prepare a table (assume G1:H7) like this:
and then use the VLOOKUP with the reference:
=IF(LEFT(A6,1)="4","Intl",IF(ISNA(VLOOKUP(LEFT(A6,2),G1:H7,2,FALSE)),"Ad-Hoc",VLOOKUP(LEFT(A6,2),G1:H7,2,FALSE)))
IFNA or IFERROR could also be used but they are not available in Excel 2003.
Your entire formula could be shortened to 2 VLOOKUP functions, by putting your data into a table, with your ID column on, say, column A of sheet2, and your results column on column B of sheet2. This would look as follows:
=IFERROR(VLOOKUP(LEFT(A6,2),'Sheet2'!A:B,2,0),IFERROR(VLOOKUP(LEFT(A6),'Sheet2'!A:B,2,0),"Ad Hoc"))
What this does is: first try to match the left 2 characters in A6 to one of your ID's in column A in sheet2. If that creates an error, it tries to match the left 1 character in A6 to one of your ID's in column A of sheet2. Either way, it returns the matching value in column B of sheet2. If no match is found, it returns "Ad Hoc".

Is there a 2 Value Look up function in MS Excel that can perform the following?

I am going crazy over this. It seems so simple yet I can't figure this out. I have two worksheets. First worksheet is my data. Second is like an answer key. Upon checking checking, A1:B1 in Sheet 1 is a match with the conditions in Row 52 in SHEET 2, therefore, the value in Column C is "MGC". What is the formula that will perform this function? It's really hard to explain without the data so I pasted a link of the sample spreadsheet. Thank you so much in advance.
sample spreadsheet here. https://docs.google.com/spreadsheets/d/1_AjuNfCdGfEM-XkqPa6W4hSIxQg4NM2Vg4c2C1pQ_vQ/edit?usp=sharing
screenshot here. (wont let me post i have no reputation)
In Sheet2, insert a column in front of Column A and put the formula in A2 =C2&D2.
Then in Sheet1, Cell C2 the formula =vlookup(A2&B2,Sheet2!A:B,2,0).
the first make a concatenated key to lookup, then the second looks up that key.
How about a index(match())? If I've understood correctly you need to match across both the A and B column in sheet one, checking for the relevant values in B and C on sheet 2 to retrun worksheet 2 column a to worksheet 1 column c.
third version try:
=INDEX(Sheet2!$C$1:$C$360,MATCH(Sheet1!A1&Sheet1!B1,Sheet2!$B$1:$B$360&Sheet2!$C$1:$C$360,0))
Basically what this does is use concatenation, the & operator, to specify you are looking for "Criteria A" & "Criteria B" in sheet 1, which makes the string "Criteria A Criteria B", which is supplied in the first part of the match function.
In the second it then says match this against all of my variables in sheet 2 in the same way with concantenation.
The final part of match function (0) specifies you want an 'exact' match
It then supplied this as a reference to the index function, which then finds the row intersecting with the value you want, and returns that.
As noted here https://support.microsoft.com/en-us/kb/59482 this is an array formula, so it behaves differently, and must be input differently. https://support.office.com/en-za/article/Guidelines-and-examples-of-array-formulas-7d94a64e-3ff3-4686-9372-ecfd5caa57c7
There are (at least) 2 ways you could do this without VBA.
USING A SORTED LIST
The first relies on the assumption that your data can be re-sorted, so that everything "Unreported" is in the top, and everything "reported" is together below that (or vice versa). Assuming that this is the case (and it appears to already be sorted like this),we will use the function OFFSET to create a new range which shows only the values that align with either being "Unreported" or "Reported".
Offset takes a given reference to a point on a sheet, and then moves down/up & left/right to see what reference you want to return. Then, it returns a range of cells of a given height, and a given width. Here, we will want to start on Sheet2 at the top left, moving down until we find the term "Unreported" or "Reported". Once that term is found, we will want to move one column to the right (to pull column B from sheet 2), and then have a 'height' of as many rows as there are "unreported" or "reported" cells. This will look as follows in A1 on sheet 1, copied down:
=OFFSET(Sheet2!$A$1,MATCH(A1,Sheet2!A:A,0)-1,1,COUNTIF(Sheet2!A:A,A1),1)
This says: First, start at cell A1 on sheet2. Then find the term in A1 (either "unreported" or "reported", on sheet2!A:A (we subtract 1 because OFFSET starts at A1 - so if your data starts at A1 we need to actually stay at "0". If you have headers on sheet2, you will not need this -1). Then, move 1 column to the right. Go down the rows for as many times as Sheet2 column A has the term found in Sheet1 A1. Stay 1 column wide. Together, this will leave you with a single range on sheet2, showing column B for the entire length that column A matches your term in sheet1 A1.
Now we need to take that OFFSET, and use it to find out when the term in Sheet1 B1 is matched in Sheet2 column B. This will work as follows:
=MATCH(B1,[FORMULA ABOVE],0)
This shows the number of rows down, starting at the special OFFSET array created above, that the term from B1 is matched in column B from sheet2. To use this information to pull the result from column C on sheet 2, we can use the INDEX function, like so:
=INDEX([FORMULA ABOVE],MATCH(B1,[FORMULA ABOVE],0))
Because this would be fairly convoluted to have in a single cell, we can simplify this by using VLOOKUP, which will only require the OFFSET function to be entered a single time. This will work as follows:
=VLOOKUP(B1,[FORMULA ABOVE],2,0)
This takes the OFFSET formula above, finds the matching term in B1, and moves to the 2nd column to get the value from column C in sheet2. Because we are going to use VLOOKUP, the offset formula above will need to be adjusted to provide 2 columns of data instead of 1. Together, this will look as follows:
FINAL FORMULA FOR SHEET1, C1 & COPIED DOWN
=VLOOKUP(B1,OFFSET(Sheet2!$A$1,MATCH(A1,Sheet2!A:A,0)-1,1,COUNTIF(Sheet2!A:A,A1),2),2,0)
OPTION USING ARRAY FORMULAS
The above method will only work if your data is sorted so that the REPORTED and UNREPORTED rows are grouped together. If they cannot be sorted, you can use an ARRAY FORMULA, which essentially takes a formula which would normal apply to a single cell, and runs it over an entire range of cells. It returns an array of results, which must be reduced down to a single value. A basic array formula looks like this [assume for this example that A1 = 1, A2 = 2...A5 = 5]:
=IF(A1:A5>3,A1:A5,"")
Confirm this (and all array functions) by pressing CTRL + SHIFT + ENTER, instead of just ENTER. This looks at each cell from A1:A5, and if the value is bigger than 3, it gives the number from that cell - otherwise, it returns "". In this case, the result would be the array {"";"";"";4;5}. To get the single total of 9, wrap that in a SUM function:
=SUM(IF(A1:A5>3,A1:A5,""))
In your case, we will want to use an array formula to see what row in Sheet2 matches A1 from Sheet1, and B1 from Sheet1. This will look like this:
=IF(Sheet2!$A$1:A$100=A1,IF(Sheet2!$B$1:$B$100,ROW($B$1:$B$100),""),"")
This checks which rows in column A from sheet 2 match A1. For those that do, it then checks which rows in column B from sheet 2 match B1. For those, it pulls the row number from that match. Everything else returns "". Assuming no duplicates, there should only 1 row number which gets returned. To pull that number from the array of results, wrap the whole thing in a MATCH function. Now that you have the row number, you can use an INDEX function to pull the result in Column C with that row, like this:
FINAL ARRAY FORMULA METHOD
=INDEX($C$1:$C$100,MAX(IF(Sheet2!$A$1:A$100=A1,IF(Sheet2!$B$1:$B$100,ROW(Sheet2!$B$1:$B$100),""),"")))
Remember to confirm with CTRL + SHIFT + ENTER instead of just ENTER, when you type this formula. Note that I didn't refer to all of Sheet2!A:A, because array formulas run very slowly over large ranges.
The following formula should work without making any changes to the datasheets.
=INDEX(Sheet2!$A$1:$A$360,MATCH(Sheet1!A1,IF(Sheet2!$C$1:$C$360=Sheet1!B1,Sheet2!$B$1:$B$360),0))
Remember to save this formula as an array with CTRL+SHIFT+ENTER
Documentation on how to use INDEX and MATCH against multiple criteria can be found on Microsoft Support.
It's not clear what you want to do with the multiples that do not have corresponding matches. txed is listed as Unreported twice in Sheet1; kntyctap is listed as Unreported three times. There are only one corresponding match on Sheet2 for each of these.
Non-array Standard Formulas for multiple criteria matches
For Excel 2010 and above use this standard formula in Sheet1!C1:
=IFERROR(INDEX(Sheet2!$A$1:$A$999,AGGREGATE(15,6,ROW(1:999)/((Sheet2!$B$1:$B$999=A2)*(Sheet2!$C$1:$C$999=B1)), COUNTIFS(A$1:A1, A1, B$1:B1, B1))), "")
For version of Excel prior to 2010 use this standard formula in Sheet1!C1:
=IFERROR(INDEX(Sheet2!$A$1:$A$999, SMALL(INDEX(ROW($1:$999)+((Sheet2!$B$1:$B$999<>A1)+(Sheet2!$C$1:$C$999<>B1))*1E+99, , ), COUNTIFS(A$1:A1, A1, B$1:B1, B1))), "")
I've handled error with the IFERROR function in that latter formula. Excel 2003 and previous may have to use an IF(ISERROR(..., ...)) combination.

Matching two columns in one sheet to two columns in another

I need to assign a status to a row based on a VLOOKUP query between two worksheets. The problem is that the identifier is not always unique. However, the identifier + a date value should be unique. I wanted to use:
=VLOOKUP(A3&H3,'OtherSheet'!D:E,1,FALSE)
with A3 being the identifier and H3 being the corresponding date. D in the other sheet is the identifier and E is the date column. However, I keep getting #N/A.
Does this mean that there are no matches with the "identifier+date" or is Excel looking for "identifier+date" in either column D or E? If the latter is true, how can I let Excel concatenate D and E when matching to the search pattern?
There's work around without using CTRL+Shift+Enter.
Use this formula that will match A3 in D column of othersheet and H3 with the date in column E of the othersheet.
=INDEX(OtherSheet!F:F,MATCH(1,INDEX((OtherSheet!D:D=A3)*(OtherSheet!E:E=H3),),0))
The formula will return data from F column of OtherSheet.
You can modify the range OtherSheet!F:F as appropriate.
That formula is looking to find A3 concatenated with H3 (identifier&date) in OtherSheet ColumnD that contains only identifiers, so will inevitably fail. Yes, Excel is looking for “identifier+date” in column D.
Excel will happily concatenate A3 with H3 ‘on the fly’ (within a formula) but will not so happily concatenate OtherSheet ColumnD and ColumnE values in the same way. The conventional solution, because usually simplest in a case like this, is to prepare for the VLOOKUP by adding a helper column that concatenates the D and E values while preserving these in the same row as the value sought.
Because VLOOKUP will only look to the right this is usually a column that is added to the left of the value being searched for, so say either in C or by insertion of a column immediately to the right of C. However, since you are only checking a single column the location is not critical. You might add this (in OtherSheet) as ColumnZ, with a formula such as:
=D2&E2
copied down to suit*. Again because you are only checking a single column it does not matter which row such a formula is placed in.
However, because only checking whether A3&H3 exists in OtherSheet a simple alternative may be to apply COUNTIFS:
=COUNTIFS(OtherSheet!D:D,A3,OtherSheet!E:E,H3)
Any result other than 0 from this should indicate that the combination being tested for exists in OtherSheet – without need for a helper column.
* Depending on the format of your identifiers it is possible that concatenation may introduce ambiguity. For example ID90 concatenated with 11/1/15 may not be distinguishable from ID901 concatenated with 1/1/15, so it may be advisable if taking this approach to introduce a delimiter, in both the VLOOKUP formula (say A3&"|"&H3 rather than just A3&H3) and therefore also in the helper column, say =D2&"|"&E2.
You likely would want to use Index/Match instead. Vlookup is tricky when it comes to searches for multiple things. Here's the way you would use Index/Match:
Without knowing how your spreadsheet is set up, here's how you could do it:
If I understand correctly, you want to use A3 to find the match in OtherSheet!D, and H3's match in OtherSheet!E. Index match is perfect for this. Instead of vLookup, use
=Index(OtherSheet!D:D&","&Text(OtherSheet!E:E,"mm-dd-yyyy"),Match(A3&H3,OtherSheet!D&OtherSheet!E,0)), and enter with CTRL+SHIFT+ENTER.
What the Index() will return is the concatenated Identifier and Date, separated with a comma. If, though, you have a table like this:
That index/match formula will return "Batman". The index to return is the named range G2:G5. You're looking for a match on A1 (the Identifier) and B1 (the Date), then you're searching for (in the order you just put) the Identifier to be in the range E2:E5, and the Date to be in F2:F5. When there's a match for both, it returns the name in G2:G5.
Here's a link to a site on using Index/Match, and another and its advantages over vlookup.

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