How to Use INDEX MATCH MATCH

by Matthew Kuo on September 7, 2013

in Database Theory, Excel

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If you’re using Excel and you’ve already learned how to use INDEX MATCH, you’re well on your way to becoming proficient with Excel lookups.  What INDEX MATCH MATCH offers you is a more powerful version of the formula.  Instead of just a vertical lookup, INDEX MATCH MATCH allows you to perform a matrix lookup, which is also known as a two-way lookup.  This combination formula may initially seem complex because of its three individual formulas, but after you understand each component and how they interact, using this tool will become second nature to you.  INDEX MATCH MATCH is one of several lookup formulas, which include OFFSET MATCH MATCHVLOOKUP HLOOKUP and VLOOKUP MATCH, that you should learn to become adept in database theory.

INDEX MATCH MATCH 12

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Objective and When to Use

There’s really just one key condition that needs to be met before you can use INDEX MATCH MATCH:

A matrix lookup can only work if your data table has lookup values on both the top and left hand side.

Basically, your data needs to be in a matrix format.  People usually create matrixes, with lookup values both vertically and horizontally, to cross reference two different fields.  In the example below, we are cross referencing the field State with the field Year and showing the relevant data point for Sales.

INDEX MATCH MATCH 01

Creating a matrix saves you space within your spreadsheet and is more visually appealing.  However, most data sets are not organized in this fashion.  In fact, if you follow proper database theory, your data actually should not have lookup values going both vertically and across your table.  A properly formatted table would look like the example below:

INDEX MATCH MATCH 02

Before moving forward, ensure that you are using the proper formula for your data set.  There are several other lookup options you can choose from if your data does not fit the requirements for INDEX MATCH MATCH.  For example, if you only have lookup values on the top of your data set, you should consider using HLOOKUP.  If you only have lookup values on the very left hand column of your data set, you should consider using VLOOKUP or INDEX MATCH.

The Syntax

Below is the syntax for using this formula combination.  Don’t worry if it doesn’t make sense now; the rest of this post will provide context for each component and we’ll review a more practical version of the syntax that’s easier to remember.

= INDEX ( array , MATCH ( lookup_value , lookup_array , 0 ) , MATCH ( lookup_value , lookup_array , 0 ) )

Not surprisingly, INDEX MATCH MATCH is based on the INDEX and MATCH formulas, which we will now go through in detail.

The INDEX Formula

The INDEX formula asks you to specify a reference within a range and returns a value.  In its simplest form, you just indicate either a row or column as your range, specify a reference point, and the value that matches that reference point is returned.  For example, if we were to select the left hand column of this table, and specify the reference “6”, the INDEX formula would return the value “WA”.

Now instead of using just selecting a single row or column, what you can also do with the INDEX formula is select an entire matrix, with multiple rows and columns, as your array.  The key difference here is that, instead of just specifying a single appearance order as a reference, you must now provide both a vertical and horizontal reference to return your value.  (Please note that the INDEX formula always takes the vertical reference first)  Using the INDEX formula with a matrix reference represents the foundation of utilizing INDEX MATCH MATCH.  The syntax for the INDEX formula by itself is as follows:

= INDEX ( array , row_number , column_number )

For example, let’s say we selected the entire sales data table, and then specified “6” as the row number and “4” as the column number.  The INDEX formula performs the intuitive action of going down 6 rows and over 4 columns with the range we selected to return the value of “$261.04”.

INDEX MATCH MATCH 03

The MATCH Formula

The MATCH formula asks you to specify a value within a range and returns a reference.  The MATCH formula is basically the reverse of the INDEX formula.  The two formulas have the exact same components, but the inputs and outputs are rearranged.

= MATCH ( lookup_value , lookup_array , 0 )

To give you an example of the MATCH formula, if we were to select the entire left hand column and then specify “WA” as our lookup value, the MATCH formula would return the number “6”.  Please note that you have to put in a “0” as the last argument to ensure that the MATCH formula looks for an exact match.

INDEX MATCH MATCH 04

How it Works

As mentioned before, when using the INDEX formula across a matrix it requires both a horizontal and vertical reference.  The only additional complexity that INDEX MATCH MATCH adds is that the vertical and horizontal references are turned into MATCH formulas.

Putting it Together

Below is a simplified version of the syntax describing the inputs with the appropriate context for our goal.  In case you get lost in the individual steps, you can always refer back to this notation.

= INDEX ( entire matrix , MATCH ( vertical lookup value,  entire left hand lookup column , 0 ) , MATCH ( horizontal lookup value , entire top header row , 0 ) )

Step 1: Start writing your INDEX formula and select the entire table as your array

INDEX MATCH MATCH 05

Step 2: When you get to the row number entry, input the MATCH formula and select your vertical lookup value for the lookup value input

INDEX MATCH MATCH 06

Step 3: For the lookup array, select the entire left hand lookup column; please note that the height of this column selection should be exactly the same height as the array for the INDEX formula

INDEX MATCH MATCH 07

Step 4: For the final argument in the MATCH formula, input 0 to perform an exact match and close out the MATCH formula

INDEX MATCH MATCH 08

Step 5: Now that we’ve arrived at the column number entry of the INDEX formula, input another MATCH formula but this time select your horizontal lookup value for the lookup value input

INDEX MATCH MATCH 09

Step 6: For this lookup array, select the entire top header row of the original grid you selected for the INDEX formula

INDEX MATCH MATCH 10

Step 7: Repeating what we did for the previous MATCH formula, input “0” for an exact match and close both the MATCH formula and the INDEX formula with parentheses

INDEX MATCH MATCH 11

What Excel Does

Excel must first calculate the result of the two MATCH formulas embedded within the INDEX formula.  Since we know that “WA” is the sixth value down in the left hand column, and “2004” is the fourth value across in the top header row, those formulas become the values of 6 and 4 respectively.  Once we’ve simplified those components, Excel essentially performs the exact same INDEX lookup that we demonstrated before; it goes down 6 rows and over 4 columns to pull the correct value of “$261.04”.

INDEX MATCH MATCH 12

Summary

INDEX MATCH MATCH probably won’t be a formula you use often.  Most of the time when dealing with databases and data tables, you’ll be using vertical lookups to query results. However, in situations where you absolutely do need to perform a matrix lookup, INDEX MATCH MATCH is the best option you have.

{ 81 comments… read them below or add one }

Michael Leng September 9, 2013 at 5:51 pm

Thanks for sharing the “INDEX MATCH MATCH” formula. Even this formula has not been used more often because it is a bit complex and contain several syntax.

Anyhow, this is very good tutorial that describe step by step clearly for following.

It’s good job!. I do love it.
Michael Leng

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Laura September 18, 2013 at 9:56 am

Thanks for the great article! I have one important question though….

Can I create an Index Match Match where the values being looked up are in one Excel file and the returned values are being stored in a different Excel file? If so, how do I specify that? If I can’t use two different Excel files (workbooks), can I at least use two different worksheets in the same file and, if so, how do I specify that?

Just to clarify, my situation is that I have a master file that lists a bunch of people who are supposed to take a certain e-course. I can run a report (which can be downloaded as an Excel file) on the LMS that shows everyone who’s accessed the e-course and what their completion status is. I want to be able to add course-completion info to each person in my master list. (The problem with the report from the LMS is that it doesn’t show anyone who hasn’t accessed the course, so I need a way to be able to also see people who should have, but haven’t, accessed the course yet.)

Thanks, in advance, for any help with this that you can give me! 🙂
Laura

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Matthew Kuo September 21, 2013 at 8:32 pm

Hi Laura,

Yes, you can write formulas across different workbooks, by literally just selecting the cells from those different workbooks. However, this is generally not recommended, because if anything changes with you store your files, the formula will be broken.

Likewise, it’s definitely possible to write this formula within the same workbook across different worksheets. Simply click on the cells you want from the other worksheet, as you are writing the formula. I definitely recommend the latter approach if possible, as it is much more common and generally more stable.

Best,
Matthew

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Matthew Kuo September 21, 2013 at 8:32 pm

Hi Laura,

Yes, you can write formulas across different workbooks, by literally just selecting the cells from those different workbooks. However, this is generally not recommended, because if anything changes with you store your files, the formula will be broken.

Likewise, it’s definitely possible to write this formula within the same workbook across different worksheets. Simply click on the cells you want from the other worksheet, as you are writing the formula. I definitely recommend the latter approach if possible, as it is much more common and generally more stable.

Best,
Matthew

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Manolis March 2, 2016 at 12:06 am

thank you Laura..

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Paul November 14, 2013 at 9:43 am

Matthew,
nice tutorial, thank you for this. It works for me properly only if I have data sorted in alphabetical order in the first column. What I am doing wrong?
Paul

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Charl February 9, 2016 at 6:33 am

Aligrht alright alright that’s exactly what I needed!

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Felipe December 19, 2013 at 7:13 am

This is awesome, will save me tons of time. Very clear explenation except i belive there is a small error in your simplified syntax version:
= INDEX ( entire matrix , MATCH ( entire left hand lookup column , vertical lookup value , 0 ) , MATCH ( entire top header row , horizontal lookup value , 0 ) )
the lookup value and lookup column are backwards.

i belive it should be
= INDEX ( entire matrix , MATCH ( vertical lookup value , entire left hand lookup column , 0 ) , MATCH (horizontal lookup value , entire top header row , 0 ) )

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Matthew Kuo December 19, 2013 at 11:05 am

Thanks for the catch. I must have flipped those when I was creating the example. The syntax has been updated.

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Feedback January 20, 2014 at 12:05 am

Does anyone know how to do this BACKWARDS???

As in, can I look up a value and it will tell me the corresponding row and column??

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Rick November 20, 2014 at 1:22 pm

What you are trying to do would use the INDEX function.

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moore January 21, 2014 at 2:06 am

Hi Matthew, Thank you for the good explanation with the INDEX MATCH MATCH, however can it be also be done using two area? INDEX(MATCH,MATCH, area number)?

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dimitris January 29, 2014 at 7:34 am

Hello,

thanks for the formulas. However I have been trying to use this formula but need do the match with two horizontal values but does not seem to work, do you have any idea?

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Alexandra February 4, 2014 at 12:57 pm

Can you have 3 different criteria? Ie – I want to match 1 vertical and 2 horizontal criteria, I tried using index match match match but that didn’t work as I got a reference error.
Thanks.

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Dr Xorile February 13, 2014 at 9:39 am

I was also looking for how to do this backwards (same as Feedback, 20 Jan, 2014). So given 261.04, find the year and the state (in the example given). For example, can you find the biggest sales number (which is just MAX(C12:F19)), and then look up which state and year that was.

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Dr Xorile February 13, 2014 at 10:02 am

One obvious way to do it involves adding another row (or column). So you add another row which has a formula something like this:
=IFERROR(VLOOKUP(lookupvalue,C$12:C$19,1,FALSE),FALSE)

Suppose you put that in C21 and drag it out to the right to F21. That row will have a bunch of FALSEs (meaning that the value doesn’t appear in the corresponding column), and the actual value you’re looking up (lookupvalue).

Then you do a MATCH on that row, to figure out the right column (note that if it appears more than once, you’ll only get the first row containing it, but that’s the way with badly defined reverse lookups!)

=MATCH(lookupvalue,C21:F21,0).
This will give you the column that the value appears in (suppose this is in E3).

=MATCH(lookupvalue,OFFSET($B$12:$B$19,0,$E$3),0)
This will give you the row that the value appears in.

You can use this to get the state and year or whatever you want.

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MelodyG March 28, 2014 at 9:46 am

Will this work if I have, for example, multiple rows with WA data?

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Igor April 6, 2014 at 7:16 am

That’s great! Thank you!

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Ron Abraham April 10, 2014 at 9:49 pm

Matthew – I had an array that I have been wrestling with for 4 weeks – and not until I found your concise, easy to follow instructions was I able to complete my task.
You are a life saver. THANKS!

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Mia May 21, 2014 at 12:14 am

Matthew,
Can you show me how to retrieve match data using index match or if index match across different worksheets?
Example:
Worksheet 1 (contains team numbers. this is where i want to receive data from sheet 2 if the team numbers match)
A1:A3 contains team numbers (A1=1, A2=2, A3=3)
Worksheet 2 (contains teams scores)
A1:A3 contains team numbers (A1=1, A2=2, A3=3)
B1:B3 contains the teams scores (B1=10, B2=21, B3=12)

I want to pull the teams scores from worksheet 2 and place the data into column B in worksheet 1. I keep getting a “0”. Please help

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HE June 5, 2014 at 12:47 pm

Hi,

i have a small problem. i made a matrix for some types of chairs and the different colors that they are available in. the matrx looks somehow like this:
Blue Green Yellow
chair 1 x x
chair 2 x
chair 3 x x x

i would like to be able to execute a lookup for a certain type of chair and as a result get the available colors.

anybody that can help me out?

Regards,

hendrik Evens.

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Charlotte June 13, 2014 at 3:39 pm

I am trying to write a formula that will confirm cell C3 matches with somthing from Column R and if so return “Yes”, if not I want it to look in Column S and if it matches than return “second”, if not I want it to look in column T and if it matches than return “third”, otherwise return “not identtified”.

Is anyone able to assist me? I know there has to be nested formulas in this combination but I am not sure which ones would work most efficiently.

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Dudz October 13, 2014 at 3:28 am

Hope this will work for you.

=IF(VLOOKUP(C3,R2:R4,1,1)=C3,”Yes”,IF(VLOOKUP(C3,S2:S4,1,1)=C3,”Second”,IF(VLOOKUP(C3,T2:T4,1,0)=C3,”Third”,”Not Identified”)))

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ANN February 3, 2016 at 6:48 pm

Dudz, I’m trying to use this formula to do almost something similar. Can you help me?

=IFERROR(IF(VLOOKUP(E3,SNL!F:BC,1,0)=E3,E3,IF(VLOOKUP(F3,SNL!F:BC,1,0)=F3,F3,IF(VLOOKUP(G3,SNL!F:BC,1,0)=G3,G3,IF(VLOOKUP(H3,SNL!F:BC,1,0)=H3,H3,”Not Identified”)))),” “)

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Wilberto Msigwa October 11, 2014 at 5:39 am

very useful approach – index Match Match and Matrix lookup, for us in developing world, it is very helpful.

Regards

Wilberto Msigwa

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Dudz October 13, 2014 at 1:12 am

i’m not sure how will i apply this INDEX MATCH MATCH in my table to get the following:
i want to get the latest value of coloum A. coloum B is like the stage PP is the 1st stage DD is Next stage and so forth… the same with coloum C (30, 60, 90). in coloum E i want to have a mark “KKK” if it’s the latest value considering coloum B,C and D:
A B C D E
xx PP 60 5/6/2014
xx PP 90 6/24/2014
yy DD 60 3/24/2014
yy DD 90 6/10/2014 KKK
xx DD 30 7/15/2014 KKK

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Sam October 19, 2014 at 9:00 am

how to make formula that if there are 30 days in a month & if he is Present 27 days add 3 so that he gets full paid but if he is 29 days prsnt how to make formula for full paid

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Anan October 22, 2014 at 1:49 pm

Hello,

This is awesome. thanks. I have a task that is a little more complicated. Lets see if someonr knows how to solve this.

I am matching two different sets of data that may have some common matching numbers.
In the illustration above, we are applying the index match match to match two individual values to those in a matrix and get the desired result.
I need to apply this to two different data sets and display the common values in a third data set.

Am I clear ? should I rephrase?

Lets hope you know how to do this.
Thanks.
Anan

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Leah October 31, 2014 at 1:17 pm

I am currently using the Index Match Match formula across several worksheets. However, the issue that I am having with my formula occurs when one of the worksheets that my Index Match Match formula uses to search through does not contain a match for the master sheet. When this occurs, I receive the #N/A. The formula works excellent if every worksheet has an entry that corresponds to the Master worksheet however not every worksheet will have a match to the master. Any suggestions?

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Brenda August 31, 2015 at 10:44 am

Use the If(usurer formula… then it will leave it blank

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JJ November 10, 2014 at 11:32 am

Is there any way to choose the 2nd or 3rd matching column value for the column reference? For example, if my column titles are Q1, Q2, Q3, Q4, Q1 is there any way to ensure that I pull the 2nd Q1 value?

Thanks,
JJ

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Anwar November 12, 2014 at 12:44 am

hello,

I have tried this formula =INDEX(Forecast!A4:O58,MATCH(A5,Forecast!A5:A58,0),MATCH(setup!$B$11,Forecast!$A$4:$O$4,0))
but the result is showing 0. even there is some value in the cell

Please help on this regard

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sucheth December 3, 2014 at 4:20 am

Hey! thanks for the tutorial..i was wondering, how to do the exact opposite of what you did? what i mean is, how to construct a table which has state and year on y and x axis respectively, from a table in which both are in the same dimension. Basically constructing table a from table b..reverse of your example

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Vivian December 11, 2014 at 10:15 am

Hi

This is a very good article and thorough example! Thank you for posting!

Just wondering, I have a data table with all the payroll information in columns and with account codes, however, some payroll categories are using the same account codes. and therefore I require a sum functionality. The added issue is that each person can be paid in different currencies and have different departments. I have to sum up all the cost centres and the currencies (which are in rows) and with the same account codes (In column) The way round it I have found is sumproduct where I can perform a multiple lookup for the columns and sum up all the tables with the given account codes.

I want to know if there is another way to do this calculation as sumproduct takes a long time to calculate and I am investigating if Index and Match formulas can give me a faster calculation.

Thanks

Vivian

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Devraj December 11, 2014 at 10:11 pm

Hi Team,

Please help on the below.

R O U T E ABC XYZ MNZ RXZ LOWEST
Bangalore 100.00 200.00 300.00 150.00 100.00

ABC Quoted lowest price in the above table
Tranporter name need to be refelct in Next coloum
can you write formula

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Arnold December 15, 2014 at 3:24 pm

Thank for the tutorial. Much appreciated.

However, I have a question following on from this. Is it possible to use the same formula to display an exact value using two vertical conditions at either ends of a matrix and the horizontal condition in the matrix ?

i.e.
Using your matrix in this tutorial [assume column 5 was replaced by a name of county from that state]. Is it possible to match a state (vertical column) to its corresponding county (Vertical column) before returning the exact value (the result) in a particular year (Horizontal column)?

Kind regards

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Chris January 12, 2015 at 10:12 pm

Thank you for writing this article – was exactly the solution I needed!

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John February 15, 2015 at 2:57 pm

I have a need to sum the values for a specific row. In the case of this articles data, the problem would look like this:

Return the sum sales for a specified state for years 2002-2003.

I need the range of years to be dynamic and consecutive, meaning a user can fill in a start and end year (ie, ’02-’03, ’02-’05, etc.).

Can you please assist? Much appreciated!

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Mark December 30, 2015 at 3:05 pm

Did you figure this one out? I have the same problem at the moment.

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precious February 18, 2015 at 1:02 am

Please assist with this scenario:

let’s say in your example you have an additional column called Region:

Region State 2004 2005 2006 2007
WC NY XXX XXX XXX XXX
WC FL XXX XXX XXX XXX
EC OR
EC CA
WR AR
WR TA

In this case how do we pull the same information??

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precious February 18, 2015 at 1:16 am

Don’t worry I have figured it out!

=+INDEX(Act_Volumes!$D$3:$O$240,MATCH($B2&$C2,Act_Volumes!$C$3:$C$240&Act_Volumes!$B$3:$B$240,0),MATCH($A2,Act_Volumes!$D$2:$O$2,0))

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precious February 18, 2015 at 1:34 am

🙂

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Sabrina March 11, 2015 at 1:26 pm

I have been using Index match match in my deliverables workbook to consolidate data from my master file workbook. I have these in 2 different workbooks due to their massive size. My index match match on my deliverables file only returns data when the master data file is open otherwise I get a #VALUE! error. Is there a way to write the formula so I don’t have to have the master data file open in order to look at the delieverables file?

Many Thanks

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Amber March 11, 2015 at 9:54 pm

I need help with INDEX MATCH. I undestand that index match will return a value higher than, lower than, or equal to your lookup value based upon entering a ‘1’, ‘-1’ or ‘0’ at the end of your formula. But I need it to return the value that is NEAREST to my lookup value.

Please help!!!!!

Thank you so much

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Andrea March 12, 2015 at 5:35 am

Hi, and what if I have to sum all of the results of the index/match, and not just return the first value matching?
This is the formula I’m using now:
=INDEX(Hires!$A:$BA; MATCH($A15;Hires!$B:$B;0)+4; MATCH(HR!AG$2;Hires!$1:$1;0))

Thanks in advance.

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Jean March 13, 2015 at 5:48 pm

Great!
I use Vlookup more often than I should…
For complex models it turns very slow.
The performance with INDEX MATCH MATH is awsome.
Thanks!

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Georgina March 18, 2015 at 9:15 am

working brilliantly thank you

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Mike March 20, 2015 at 12:21 pm

This example was very helpful. My one question is if the matching criteria are not exact values how would the formula change?

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Mike varone March 22, 2015 at 4:52 am

What if the criteria you are looking for is a range of numbers. From example one of the y axis columns is 0-100,000 and the next column is 100,000-200,000

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M. Mart. March 23, 2015 at 6:10 pm

Great post! I almost didn’t leave a comment, but you made my job that much easier. I love how dynamic this allows excel to be. Thanks again

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Mike March 25, 2015 at 8:24 am

what if the criteria you are looking for is a range of numbers? how would this change the function?

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Kevin April 12, 2015 at 10:39 pm

Hi my friend,
Index Match Match is really a powerful tool. i believe in this simple tutorial a simple vlookup Match would do the trick, with less syntax.
=VLOOKUP(State , Array , Match(Year) , Exact Match)
=VLOOKUP(B3,B11:F19,MATCH(C3,B11:F11,0),FALSE)

We can keep index match match for more complex workbook.

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Agami April 28, 2015 at 1:23 pm

Hi all, I need the opposite of that ..
I’ve a matrix , I want excel to lookup in this matrix for exact match to my lookup value then returns the left most column or the top most row ..
how to do that ?!!

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Susan May 5, 2015 at 4:54 am

Hi, This was a great explanation and I got it to work well! I want to tweak my formula a bit more so that it will do the index/match lookup below (formula is working) but also use the information found on different worksheets within the same workbook — automatically changing the formula based on a column that contains the name of the workbook to use automatically… perhaps a INDIRECT command???

My main worksheet is called ‘JaxDentist’ There are various worksheets in the same workbook that are used to look up the information and return it to JaxDentist. Examples of the secondary worksheets being used to return data for the index match are called 315-09E, 310-13E, 155-16A, etc. On my worksheet Jax Dentist where data is being returned to, I have a column set up “X” that contains the name of the correct worksheet that excel should use to do the INDEX MATCH, but I can’t figure out the complete formula….

So here is my working formula for a cell to look up info on worksheet ‘315-09E’ for the data.

=INDEX(‘315-09E’!$A$14:$R$37,MATCH($U353,INDEX(‘315-09E’!$A$14:$R$37,,1),0),MATCH($Y353,INDEX(‘315-09E’!$A$14:$R$37,1,),0))

This is working correctly, as long as I specifically name it in the formula which worksheet to us to use (right now called 315-09E)… I

Here’s a second example of a working formula from a different row. This uses a another worksheet to return the same formatted (but different values) using the INDEX/MATCH

now using worksheet to look up “310-13E” so the working formula is =INDEX(‘310-13E’!$A$14:$R$37,MATCH($U353,INDEX(310-13E’!$A$14:$R$37,,1),0),MATCH($Y353,INDEX(‘310-13E’!$A$14:$R$37,1,),0))

I have a column “X” in my JaxDentist worksheet that has the names of the worksheets that excel should use automatically use/substitute into the formula…

How can I change these formulas so it will do continue to do the index match, but also variably also use the worksheet name that is contained in the column x of worksheet “JaxDentist” rather than me specifically naming the worksheet. I keep reading about INDIRECT command but can’t get it to integrate with the INDEX MATCH FORMULAs above. The data I am working with has thousands of lookups to do across 15-20 different worksheets in the same workbook.

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Liz June 2, 2015 at 8:08 am

Is there any alternative to adding multiple Index Match functions together? For example, I have about 30 columns with numbers in them, and I am currently using Index Match when I have 3 or 4 dollar amounts to add together for the total. However, I now need to add all 30 columns together to find the total for operating profit (which is a row) for example. I can’t use a smiple Sum formula, because each month the number of columns may change.

Any thoughts?

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Lotta February 9, 2016 at 6:36 am

Love your post. Thanks for your help!

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tim June 11, 2015 at 12:17 pm

I corrupted this formula somehow, and when i try to correct the vertical lookup value, “Sum!$A$3” to “Sum!$A$2” I get an error message that reads “The value you entered is not valid.” Am in a Windows 7 Pro environment in Excel 13. Thanks for any thoughts
=INDEX(Data!$A$4:$BA$61,MATCH(Sum!$A3,Data!$A$4:$A$61,0),MATCH(D$1,Data!$A$3:$BA$3,0))

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Charles Giles July 1, 2015 at 11:01 am

I am using the following code in order to identify the Facility number associated with a facility. I have 2 issues; firstly there are multiple facilities with the same or similar name and the code search requires an exact name to use for the search. So if I have “Store ABC” and “QCI Store” the code will not pull up either if I just enter Store.
How can I make the search more flexible to react on an incomplete name?

=PROPER(INDEX(‘Facility Database Download 2’!$A$3:$B$4600,SMALL(IF(‘Facility Database Download 2’!$A$3:$A$4600=$R$4,ROW(‘Facility Database Download 2’!$A$3:$A$4600)),ROW(1:1))-2,1))

I am adjusting the last 2 characters on eight extra lines to give me the 4 preceding and 4 post facilities based on the entered facility name however the requirement to enter the facility name exactly as it is in the database is very restrictive. Grateful for any help or advice.

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J July 25, 2015 at 11:04 am

this is awesome! got my assignment done because of this! thanks!!!!!!!!!!!

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lavanya August 4, 2015 at 6:21 am

Hi,

Need help…

I have Three columns Col1- Rest Name, Col2-Locality col3-status. This is my Master Data.
Now, In another sheet I have Rest Name and Locality. Now, if Rest name and locality is match then it should give status in the third column.

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Matt August 13, 2015 at 2:48 pm

Hello! I need to fit an item to a selection of crates. Is there a variation of this formula that will allow me to find all of the crates with dimensions greater than the item?

Item dims = 51 x 47 x 35

array of available crate sizes is as follows

Crate # L W H
1 124 63 55
2 79 37 79
3 57 52 46
4 64 36 54
5 93 64 39
6 93 63 63

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Augustinus August 19, 2015 at 2:17 pm

I have a table which has clients in one column who are assigned to a risk rating,in descending numeric order in another. I need to find a way to take the top & bottom 5. I can do the index match but I do not want redundancies . so if i have 2 client names with the same risk score, I want to be able to list the first and the second and more if need be. this is what I have for 2 clients so far but it wont work if there is more than two. =IF(E8E7,INDEX(clients,MATCH(E8,rating,0)),INDIRECT(“A”&ROW(INDEX(clients,MATCH(E8,rating,0)+1))))

any suggestions?

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james October 7, 2015 at 9:14 pm

Hi,

is it possible to use this formula to match similar co-ordinate elements in an established data set with another data set containing similar values? then outputting the difference between the two data sets? for example, i have to complete grid set out works for piling job. each pile has a name and co-ordinate associated with it (e.g. Piles – 1A-2Y, 1A-2X, would have an associated co-ordinate value i.e. an Easting, Northing and Elevation). Lets say pile 1A-2Y has co-ords North 500, East 300 and Elv 100. i have to record the true value of these grid points in the field then i have to compare their value to the design value. Lets say i record North 499, East 301 and Elv 99 for the same pile (1A-2y) is this possible for excel to match the name of the pile in each data set then output the difference in the easting, northing and elevation ??
thanks.

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Jake October 14, 2015 at 8:33 am

Is it possible to use the matching function to look at multiple variables? I am trying to build a quote spreadsheet that has to due with equipment and specs. My reference spreadsheet will have make, model, term, and price. So 3 variables have to match and then it will hopefully give me the price. There may be 4 or 5 variables that have to match thus giving the customer the sales price. This is to avoid having someone go through a massive option sheet and I am using a drop box format that will prefill the price and is linked to a large option spreadsheet. Again, I want the price to fill automatically by the matching method.

Make Model Mast Price
(column format)

Thank you

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Sander October 14, 2015 at 11:28 am

Hi,

Suppose I want to do the exact opposite of what is done in the example. I want to search in a given column for an exact match and then return the value in the corresponding row. How do I do that?
I would like to mention that I have several cells in the column that have exactly the same entry. I would like to seperate the search for each of these cells and return the corresponding values of the rows seperately.

My Excel connects manners of transport to certain destinations. The manners of transport are seperated in different columns and the destinations in rows. The manners of transport can be connected to several destinations, so that’s why I have numerous cells that have the same entry.

Can anyone help me with this problem?

Thanks

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Leon November 13, 2015 at 8:16 pm

Thank you very much for this detailed explanation. One question. How can this INDEX MATCH MATCH formula change to reproduce a whole column’s information? Thanks

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E. Hogg November 25, 2015 at 9:39 am

Matthew, thank you so much for this! This is absolutely genius!! Very informative and the explanation of the individual portions of the formula are very helpful in ensuring that I’m using it properly for my application.

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seshadri December 4, 2015 at 3:53 am

Quarter Financial_Year_ Shipments Consumption Overall_Accl
Q3 ’12 FY 12 504 250.5320736 253.4679264
Q3 ’12 FY 12 882 1730.127187 -848.127187
Q3 ’12 FY 12 6600 5413.245606 1186.754394
Q3 ’12 FY 12 6912 6752.508728 159.491272
Q3 ’12 FY 12 31360 33986.59375 -2626.59375
Q3 ’12 FY 12 7440 11070.56682 -3630.56682
Q3 ’12 FY 12 0 0 0
Q3 ’12 FY 12 10822.944 6933.698006 3889.245994
Q3 ’12 FY 12 3920.49 1312.156901 2608.333099

how you apply index match match function to attain the shipment values from the 5th row. as the quarter column contains same value throughout the column ?

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leone January 15, 2016 at 1:52 am

Hi, I am using an Index and Match function. The correct answer is provided in the formula bar however only N/A is shown in the cell.

Why does it not show the correct answer?(such as in the formula bar).

(i have checked whether the text is the same format)

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Matthew Kuo January 16, 2016 at 2:18 pm

Hi Leone,

It’s difficult to tell what the issue is without full context, but it might be worthwhile to go through this list of potential errors with INDEX MATCH below:

http://www.mbaexcel.com/excel/top-mistakes-made-when-using-index-match/

Let me know if that helps.

Best
Matthew

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Wendy February 1, 2016 at 5:00 pm

I have employees that are given a “bonus” each year. The bonus is a set amount depending on which group the employee is in and when their hire date was. For example if you belong to Apple group and were hired between 01/01/2000 and 12/31/2005, your bonus would be 200.00. If you were in Apple group and hired 01/01/2006 to current, your bonus would be 150.00. If you were in Banana group and hired between 01/01/2002 and 12/31/2005 your bonus would be 75.00. If you were in Banana group and hired 01/01/2006 to current, your bonus would be 50.00

How can I get an index match formula to look up a group based on a hire date and return the correct bonus amount?

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Matthew Kuo February 6, 2016 at 1:38 pm

Hi Wendy,

This is very interesting question, as for this particular lookup, you’re looking to do an exact lookup for one variable (employee group) but a range lookup for the other variable (hire date). You can actually still just use the INDEX MATCH MATCH formula to achieve this. All you have to do is, for the hire date, use the approximate match option. You can read up more on using approximate match with MATCH in Excel here:

http://www.mbaexcel.com/excel/how-to-use-the-excels-match-formula-to-assign-histogram-bins/

When referencing the hire ranges, just make sure to use the lower bound when doing the lookups. In the example above that would be 1/1/2000, 1/1/2002, and 1/1/2006. This is all based off the assumption that there are no breaks in your hire date ranges.

Let me know if that helps.

Best,
Matthew

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Theacharyas February 6, 2016 at 5:26 pm

Could you help me with an issue? I wanted to use a formula that finds a value, “RA”, and returns the full name of the “RA” in column V when BuildingName and RoomName match.

=FIND(“RA”,[Role],INDEX([First Name]&” “&[Middle Name]&” “&[Last Name],MATCH($C2,[BuildingName])*(F2,[RoomName])))

The table has the data in over 9,000 rows and column “U.” Only 210 rows have “RA” in column “Role” (O). I needed to assign the RA to each SubjectName (1 per row) based on the BuildingName and RoomName. There is only one “RA” that shares those two attributes with the multiple SubjectNames, 30-97. The RA’s names are also in the same columns as of the SubjectNames (first middle and last–3 columns).

Thank you,

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Mahmoud Ahmed February 21, 2016 at 3:38 am

does any body knows how i use index MATCH MATCH MATCH
3 MATCHES

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msxtine March 2, 2016 at 2:22 pm

This is great! Thanks

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James March 11, 2016 at 7:41 am

Can you help me understand which type of formula would be best for me?

I want to use our data file to automatically update multiple products on a weekly basis.

The data file has data in this format:
Week1 Week2 Week3…
#1 Units Units Units…
#2 Units Units Units…
#3 Units Units Units…
#…

My weekly files are in the same format…I just want to search through the entire column with product #s in in to match to the weekly sheet, then place the correct week’s data in the corresponding cell. I was using vlookup but that doesn’t seem to work well for more than one specific week’s data.

Thanks for any help!

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Daffe March 16, 2016 at 5:47 am

hello All,

I need your help. I am looking for a formula that can search a value in a table or a list and give me the header of the value that i am looking for.

thanks.

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Lis March 17, 2016 at 9:24 pm

Dear All,

If I have data as per below:
A1 : Pen B1 : $1.20 C1 : $1.40 D1 : $1.60
A2 : Eraser B2 : $0.50 C2 : $1.00 D2 : $1.50
A3 : Paper B3 : $2.00 C3 : $2.20 D3 : $2.40

If I look up for ‘Pen’, I need the return in multiple results vertically, like below:
A5 : Pen
Results in B5 : $1.20 B6 : $1.40 B7: $1.60

Is there any possible formula for this?

Thanks in advance for your help and advice.

Best regards,
Lis

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Solly March 23, 2016 at 2:01 am

I have the same question as Mahmoud Ahmed. I have soccer data which contains Home Team, Away Team, Home Score, Away Score, with which I want to update a league table. So the formula needs to find the home team (In a row), the away team (in a column) and allocate the score to that cell. I’m thinking Index Match Match Match – is this possible?

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Abhi April 27, 2016 at 9:47 am

Matthew, thank you so much! No one has ever explained Index & Match fucntions better. For that matter, your Excel tutorials are simply the best! I love this site and will share with my associates!

Best,
Abhi

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ac June 6, 2016 at 5:12 pm

Hello, could you tell me if it is possible to use this formula to search a cell from sheet 1 to find its match on Sheet 2, then compare against an additional cell to return a date in a separate column?

For example:

Order number 123456 is on sheet one. I want to pull an invoice date over.

On Sheet 2 a row contains the order #, warehouse # and the invoice date. The order # is listed on 2 separate rows though because it is broken down by warehouse 1 and then warehouse 2.

Sheet 1 Column A Invoice Date WHS01 Invoice Date WHS02
Row1 123456 ? ?

Sheet 2 Column A B C – Invoice Date
Row1 123456 WHS01 05/26/16
Row2 123456 WHS02 05/27/16

I cannot use vlookup due to the duplicate order numbers on sheet2 but have not been able to find a formula that can accomplish this yet.

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