Index Match Advanced: 3 Most Effective Formulas for Multiple Criteria
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- เผยแพร่เมื่อ 4 ก.ค. 2024
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This INDEX MATCH Advanced video shows you how you can use Index & Match to lookup multiple criteria. For example when you have more than one header in a column or more than one row header - i.e. you don't have unique fields to match. You might be tempted to do multiple index match formulas inside one another, or use an IF function here. The solution is actually quite simple.
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🔑 Key Concepts Covered:
▪️ Understanding the basics of INDEX & MATCH for single criteria.
▪️ Expanding to multiple criteria lookups with examples and explanations.
▪️ Methods to handle data in separate columns for actual and budget values.
▪️ Techniques for creating reports by selecting between actual/budget and profit/revenue.
▪️ Three distinct methods for solving multi-criteria lookups:
Utilizing helper columns for a simple approach.
Array solutions with Ctrl + Shift + Enter (CSE) for a more direct method.
Array solutions without CSE for a balance between simplicity and advanced functionality.
► How to do Index Match in Excel: To learn the basics behind Excel's Index and Match, watch this video: • How to use Excel Index...
00:00 Looking Up MULTIPLE Criteria with INDEX & MATCH
04:21 Looking Up Multiple Criteria (Array Solution with CSE)
07:51 Looking Up Multiple Criteria (Array Solution without CSE)
In the video I show you 3 different ways to write the INDEX MATCH formula in Excel. One method uses helper cells to create unique keys for the match function to find.
Method 2, uses array formulas with CSE (Control Shift Enter) to convert the MATCH function to an array function.
Method 3, avoids CSE and also avoids using helper cells in Excel. It does this by using a second INDEX formula inside the match function (INDEX does not require Control Shift Enter).
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#excel
Grab the file I used in the video from here 👉 pages.xelplus.com/index-match-advanced-file
I am watching on my phone.
I have trouble seeing the equations.
Awesome INDEX video!!! It a great solution that so many business people encounter!
Thanks Mike. Very true! I get this question all the time....
Leila & Mike, discovering both your channels has been an absolute revelation for me!
You Do Some Awesome explanations too Man and I love how you speak :D
2 of my favorite excel gurus 😃
Two genius at one place... 😘😘
That extra index within the match to avoid CSE is genius, thank you,... Really learning from you channel! Keep it up.
That extra index within the match to avoid CSE is apparently no longer necessary with EXCEL 360 since C20:F20&C21:F21 = INDEX(C20:F20&C21:F21,0)
The Excel Goddess! No matter what crazy scenario in which I find myself, Leila Gharani has the answer!
😘
I finally get it!! After all these years getting frustrated with lookups this is going to be so helpful. Thank you for your amazing videos
YES! YES! I'm very happy to hear that :)
My mind is blown away by the beauty and simplicity of these insanely complex formulas. Your method is very helpful. Thank you!
I depended heavily on helper cells till now, but no more now. Thank you, Leila. Your every video is a treat to Excel lovers and learners.
These are the best tutorials I've found anywhere!!!
Two minutes in and I had the answer to the question that had been bugging me for hours! I had transposed the Index and Match ranges so it was returning and N/A. So clear. Thanks. 👍🏻😎
Leila, you saved me for the second time. Thank you!!!! ❤️
I am forwarding your videos to all my friends and colleagues. The world should now how great you are!
You're very welcome. Thanks for your support and the kind words!
Your clarity in excel is amazing. The way you have explained it here is unmatchable. Keep it up.
Thank you for making this quick and easy. This video was so good, I wish I found this years ago! YOU are good at explaining the logic and steps. You've got a new excel formula nerd fan!
Impressive how Leila saved my life so many times!!! hehehe
Everytime when I have a problem I will check if my Guardian angel can help me.... most of the times she can! 😇🥰
Thank you!!
Thank you for this helpful video! The way you explain excel is so much easier to comprehend than other instructors.
Great teaching style! Wonderful format with great examples You break formula's down and explain them step by step. Well done thanks. Great learning video, series thanks
You're very welcome Stephen. Glad to hear that.
Queen of Excel, Leila Thank you for this video
Thank you Leila! It really help me getting a quick data from a Table (7728 Cells - 112 Rows - 69 Columns) in a single table using the List and both options you taught in this video. Now i can get the data from any row/column combination i need with a few clicks.
This is the reason why I loved index match function.
You are great Leila... Awesome I'm a big fan of your teachings...
The concept of index and match is now clear ...what a simple and effective way of presenting, not only for this function but for every function she narrates !!! Excellent !!
I'm happy to hear that. Thanks for the feedback.
You're the best...certainly the best I've seen among many instructors. Keep making our lives better in Excelandia😊
Your content is an absolute LIFESAVER. Thank you so much for all the videos, your content is so easy to understand!
I recommend your channel to my friends who are heavily relying in excel functions to transform data and they find your video tutorials very useful.
super.. am going to user index & match hereafter, so many years i was doing things in lookups. Thank you.. for such a learning videos..
Now that's what I call play around with knowledge and gaining wonderful experience. Thanks Leila! Another great inspiration! :-)
Your all videos are so different from others. Simple and easy to understand for everyone. Thanks you so much.💯
Hi Leila, I stumbled upon your videos by random and love that your videos are high quality and very elegantly created compared to other Excel videos. I hope you continue to make great videos on Excel with emphasis on functions that'll be helpful for a marketing or finance person :)
Happy to hear that :) Sure - will do my best. Let me know if there is anything specific you're looking for and I'll gladly add to my list.
Thank you Leila for another example of a very smart but yet easy to understand and implement video.
Thank you for watching Hattem. Glad you enjoy the videos :)
Awesome, I have been somewhat confused or at least vague on how this works, I could do simple functions but you really walked me through the logic and how to build the formulas from the ground up.
Leila, thanks for this great content. It was a great refresher course, love your style of teaching! Stay gold human!
easy to understand and follow, saved me so much time compared to other articles without videos
Great video and even better presentation. Your explanation of these more complicated functions is amazing. Thank you very much.
Great video series about VLOOKUP, INDEX and MATCH for complex lookups. Love your teaching style and details Leila 💪
Questions: Is it possible to create a new Excel function including INDEX/MATCH to ease the data selection form the search table furthermore?
For big data tables, is there a noticeable difference in search speed, memory usage? Which one would be the better pick there?
Index match..... Crystal clear 😊 Thanks!!!!
Best excel teacher! You do thing in such a creative way that makes people become to love this application. Thank you.
thanks so much Leila, I've been using this formula repeatedly since discovering your channel
Wow!!! scratched my head out for an entire day, until I found this genius solution. You're the best
Glad it helped!
I watched the prior INDEX/MATCH video, and moved on to this one. This really fits my needs as an engineer with tons of data to evaluate or look up from a 2D data array with thousands of rows/columns. (raw data in CSV format, imported into Excel for the ease of eyes) THANK YOU!
Glad it was helpful!
wow that seemed simple but it blew my mind to pieces. You made it look so simple. Thanks a bunch!
Brilliant! Thanks again Leila. Very easy to understand and follow as usual!
Thanks Steve! Glad you like it :)
You miss, have saved me from my 5 hour agony from figuring this out. Turns out I was doing columns THEN rows instead of rows THEN columns. Thank you very much!
Thank you for these Excel instructional videos. You explain the formulas in a way that makes them easy to learn and understand. Best Excel training videos on the web.
That's very kind Walter! I'm glad you find the explanations easy to follow. Appreciate your support.
Oh my god, this is EPIC. You're so clear with your explanations! Love it!
Yay, thank you!
This is excellent and well explained Laila! You definitely have helped me so much. Thank you
Omg, i have two days looking for a formula that can find my result and i finally find this video.
It helps me a lot , thank you very much😊
Glad it helped!
I followed step-by-step and it works... and I understand the thinking behind it (that matters a lot!).
So true! I'm glad the video was helpful.
Great video! I finally got to understand the combination of Match and Index! Thank you so much Lelia!
My pleasure. It's a great tool to have in your kit :)
You are Great. I was looking forward to changing 6 nested =IF(AND( = bla bla in one formula and I found this great formula you just showed and gave me the same result with less functions.
Thank you for your clear instructions on all methods.
Awesome video on index n match! Very clear and practical. Kudos
Thanks! all your tips are helping me to be efficient and free up my energy :)
Hi Leila, I have really enjoyed and improved my Excel use thanks to your great work! One area I still struggle with is when data that is two dimensional (say rates by city and state) but the data has columns for state, city and rate (i.e., not in a state by city table). I've always had to create multiple ranges of look ups by, in this case, state. Is there a more efficient way?
Immense respect! As a teacher, you foresee what kind of problems a pupil could encounter and give a solution for that! Simply amazing!
I have a question though, how could we apply index & match to an array (taking data from an array and putting answers on an array) using CSE! I could work it around by using additional index within match but otherwise with CSE it ceases to be dynamic on the match argument!
excellent examples and illustration! Thank you so much!
I had got into trouble with INDEX & MATCH until I found your video. Thanks & please keep it up
What a wonderful & awesome explanation of such a complex program.
Very clear & understandable. Well done, Cheers
Perhaps the best excel channel i have come across to explain these concepts!
Wow, thanks!
You are the absolute best teacher of complex excel functions ever!
Thanks for the kind words Carol!
Great explanation of the different ways to solve this Leila! Each one has pros and cons.
Thank you Kevin. Nice to see you here :). Your videos are great too!
Such a helpful video! literally had this up as I was running through some numbers for work.
Glad it was helpful!
Super helpful for a file I'm working on to look up values in a table. Much appreciated!
You're a very good teacher. I had struggle understanding this but you made it so easy. Thanks so much. Keep sharing!
I'm glad it makes sense! Thank you.
Brilliant! I mastered VLOOKUP and helper cells to the extreme. This is a new dimension - thanks!
Great! It will take you to the next level Joachim :)
Another fab video. Looks interested but can be complicated for many people. I have been working on complex INDEX MATCH situations and have mastered it through a lot of real life cases. during my training sessions. Your videos are great to learn from, especially your techniques. Thanks.
You're welcome Awesh. I agree - it does some practice to get the hang of these....
This is fabulous! Thank you so very much.
Your teaching method is very very clear. Thanks for this video.
Mam I'm really impressed with ur way of explaining n thanks a lot
You're very welcome Teja.
This is very helpful...As always your videos are way above the others...Thx.
I want to cry my heart out! 💃💃By using a unique identifier instead of combining rows and columns. Aren't you brilliant! You have saved me from hours of brain deadlock. Your analogy is so easy to understand. I can now move on to finalise the financial report. I can't thank you enough but thank you, thank you! I will surely enroll in yr course soon.
You are so welcome!
what a nice trick!! Learning a lot from you lately!!
Nice way of explaining... you are highlighting common mistakes as if you are actually making them, helps a lot in remembering such errors and how not to make such mistakes. Keep it up!!
Thanks Vinay - Very happy to hear that. I still make mistakes when writing formulas so it's easy to remember the common ones :)
Another brilliance from you Leila. Thanks once again.
Thanks for the kind feedback. I'm glad you like the tutorial.
Thanks , I was searching this type video of multiple criteria in index match.. many thanks Mam
nice very effective ...thanks Leila ..actually your all tutorials are very useful and educative .
My pleasure. I'm glad you like the tutorials.
Very helpful! I have also found SUMIFS to be a great function for certain lookups that contain multiple criteria for the lookup.
Wow. Great explanation of syntax and how it can be used for alternate solutions. Thank you so much for posting this.
You're very welcome. Glad to hear you find these useful...
😱 Never thought using index and match like this...
Thanks 🙏
very simple explanation and thank you so much Leila for making it this simple... Thank you soo much..
You're welcome 😊
THANK YOU.... I really like how well you explain things.. I will try to use this instead of VLookup to learn better.
You're very welcome. I'm glad you like the explanation! It's difficult to get the hang of it. It took me a while....but once it clicks, it's just so much more flexible than Vlookup.....
This is very interesting and super useful. Thank you so much!
Thanks Mrs Gharani - You are a blessing.
Thank you very much for sharing your skills. I can only hope someday I'll pay it forward.
This is genius! Thank you, I’ve been looking for this answer for more than 6 hours trying to figure out how to combine data from 2 rows with the info from the same account into 1 line row. Eg:
John | Revenue from Fish: | $200
John | Cost of Fish: | $50
John | Revenue from Fish: $200 | Cost of Fish: $50 | Profit: $150
Because of your video I finally understand index and match.
I'm glad I could help with that Brian.
Great job --- It has some unique applications that are more precise and part of the real world of analysis.
Thank you. I'm glad you find it useful.
Super solutions and explanations. Thank you very much :-)
I am very much attracted by your explanation. Really you are very intelligent and Pragmatic. Hats Off to your intelligence in Excel. You are my guru.
Great Way of teaching!... thank you
Awesome, cool, many thanks, sister. Explained a complicated formula in a very simple way with a simple example.
My pleasure. Glad the video is helpful.
Thank you this is one of the best videos I've seen on this subject.
I'm glad to hear that! Thank you for your kind comment and your support!
is there any word like ULTRA AWESOME ? no worries I just wanna tell you that it was so so outstanding ...priceless ...you are being blessed everyday by all who have'd benefited form this video daily.
Thank you so much Simini. I'm very glad you like the video and find it helpful :) thank you also for your support.
Hello Ms Gharani, I discovered your videos only shortly and they are fantastic! Really like your precise, logical, clean approach with good examples and with great awareness where the mouse has to stop a little while for the viewer's eye to be able to follow! You are really good! Thank you for these videos!
May I add another non-array solution _without_ helper cells that is based on the the rarely used reference form of INDEX (with 4 parameters):
=INDEX( (C22:D31;E22:F31); MATCH(H22;B22:B31;0); MATCH(I21;C21:D21;0); MATCH(I20;D20:E20;0))
The trick here is that in the 1st parameter both arrays for the "Actual" values (C22:D31) and for the "Budget" values (E22:F31) are given as a list: (C22:D31;E22:F31)
The 4th parameter then chooses which of these actually gets searched, so 1 (match result for 'Actual') gives array C22:D31 and 2 (match result for 'Budget') gives E22:F31.
The 3rd parameter now selects column 1 (for "Revenue)" or 2 (for "Profit") of this chosen array, and 2nd parameter selects the row we're seeking.
This version of INDEX rarely fits the problem, but here it does nicely. :)
Thanks for the detailed explanation.
......very clear and logical...so easy to follow. Thank You Leila.
Glad to hear that. You're very welcome Elisa.
Amazing, helped me with an idea for work!
Thanks for the video.
It also works without an auxiliary column:
= INDEX (C22: F31; MATCH (H22; B22: B31; 0); MATCH (I20; C20: F20; 0) + (MATCH (I21; C21: F21; 0)> 1))
Thanks for explaining everything in such a clear and easy way....
You're welcome Ayaz.
Wow! brilliant. Thanks Leila.
Great explanation and easy to follow.. thank you
Thank you Leila, I have learnt a lot from all your videos.. Great work👍
Happy to hear that!