Index Match Advanced: 3 Most Effective Formulas for Multiple Criteria

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Index Match Advanced: 3 Most Effective Formulas for Multiple Criteria

Рет қаралды 1,024,263

Күн бұрын

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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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Пікірлер: 782

@LeilaGharani 11 ай бұрын

Grab the file I used in the video from here 👉 pages.xelplus.com/index-match-advanced-file

@bobgreenfield9158 Ай бұрын

I am watching on my phone. I have trouble seeing the equations.

@GordonWafimbi 5 жыл бұрын

That extra index within the match to avoid CSE is genius, thank you,... Really learning from you channel! Keep it up.

@whimpypatrol5503 Жыл бұрын

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)

@Waydisturbed 4 жыл бұрын

The Excel Goddess! No matter what crazy scenario in which I find myself, Leila Gharani has the answer!

@LeilaGharani 4 жыл бұрын

😘

@excelisfun 7 жыл бұрын

Awesome INDEX video!!! It a great solution that so many business people encounter!

@LeilaGharani 7 жыл бұрын

Thanks Mike. Very true! I get this question all the time....

@odeseusX 6 жыл бұрын

Leila & Mike, discovering both your channels has been an absolute revelation for me!

@marvinreyes7459 5 жыл бұрын

You Do Some Awesome explanations too Man and I love how you speak :D

@livinindubai 5 жыл бұрын

2 of my favorite excel gurus 😃

@vishugupta250 5 жыл бұрын

Two genius at one place... 😘😘

@matthewrichmond1542 6 жыл бұрын

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

@LeilaGharani 6 жыл бұрын

YES! YES! I'm very happy to hear that :)

@UlyssesHaq 6 жыл бұрын

My mind is blown away by the beauty and simplicity of these insanely complex formulas. Your method is very helpful. Thank you!

@wasabi4u724 4 ай бұрын

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!

@LeilaGharani 4 ай бұрын

Glad it was helpful!

@rafakiyo 2 жыл бұрын

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!!

@ScottM-y9i 11 күн бұрын

Thank you @LeilaGharani for all that you do! Solution #3 was perfect for my challenge. I appreciate your methodical step by step explanation in all of your videos, you are great!

@madanmohanverma9799 4 жыл бұрын

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 !!

@LeilaGharani 4 жыл бұрын

I'm happy to hear that. Thanks for the feedback.

@Ofageover50 4 жыл бұрын

These are the best tutorials I've found anywhere!!!

@CEOako 3 ай бұрын

This is the reason why I loved index match function.

@ArshadAli07.kapilvastu 4 жыл бұрын

Your clarity in excel is amazing. The way you have explained it here is unmatchable. Keep it up.

@walterjamesagorilla803 2 жыл бұрын

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.

@mannymtzgomez 4 жыл бұрын

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.

@deepakkanade5041 4 жыл бұрын

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.

@mark91345 5 жыл бұрын

I followed step-by-step and it works... and I understand the thinking behind it (that matters a lot!).

@LeilaGharani 5 жыл бұрын

So true! I'm glad the video was helpful.

@benardadautaj6867 4 жыл бұрын

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😊

@LeilaGharani 4 жыл бұрын

Glad it helped!

@markchristmas4465 3 жыл бұрын

Thank you for this helpful video! The way you explain excel is so much easier to comprehend than other instructors.

@architpanda7880 4 жыл бұрын

Wow!!! scratched my head out for an entire day, until I found this genius solution. You're the best

@LeilaGharani 4 жыл бұрын

Glad it helped!

@philipmcdonnell7168 6 жыл бұрын

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. 👍🏻😎

@rina2012ful 3 жыл бұрын

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.

@LeilaGharani 3 жыл бұрын

You are so welcome!

@thekingofkush4447 3 жыл бұрын

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!

@kbalaji9516 4 жыл бұрын

super.. am going to user index & match hereafter, so many years i was doing things in lookups. Thank you.. for such a learning videos..

@mannydeguzman5373 8 ай бұрын

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!

@faYte0607 7 жыл бұрын

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 :)

@LeilaGharani 7 жыл бұрын

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.

@brianchoong7392 5 жыл бұрын

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.

@LeilaGharani 5 жыл бұрын

I'm glad I could help with that Brian.

@stephen3149 7 жыл бұрын

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

@LeilaGharani 7 жыл бұрын

You're very welcome Stephen. Glad to hear that.

@carolcoulter342 4 жыл бұрын

You are the absolute best teacher of complex excel functions ever!

@LeilaGharani 4 жыл бұрын

Thanks for the kind words Carol!

@Ebiru2387 4 жыл бұрын

Perhaps the best excel channel i have come across to explain these concepts!

@LeilaGharani 4 жыл бұрын

Wow, thanks!

@nguyendaominh1078 3 жыл бұрын

I had got into trouble with INDEX & MATCH until I found your video. Thanks & please keep it up

@sarahdeschene3152 2 жыл бұрын

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.

@ratneshbansal5139 4 жыл бұрын

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!

@nitinkhare01 2 жыл бұрын

Thanks! all your tips are helping me to be efficient and free up my energy :)

@dieteremonts1988 3 жыл бұрын

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))

@nohaynombrelibreeeee 5 жыл бұрын

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!

@LeilaGharani 5 жыл бұрын

You're very welcome. Thanks for your support and the kind words!

@prasanna7191 6 жыл бұрын

I watched this couple of months ago and today i have used in my project work to get information from Database, which is complex [=INDEX('Exported DB-TPR'!$A$2:$A$27301,MATCH($I3&$J3&$K3,'Exported DB-TPR'!$B$2:$B$27301&'Exported DB-TPR'!$C$2:$C$27301&'Exported DB-TPR'!$D$2:$D$27301,0)) ] than the example used in the video. It was really helpful. Thank you.

@prasanna7191 6 жыл бұрын

I should have used without CSE [=INDEX('Exported DB-TPR'!$A$2:$A$27301,MATCH($I3&$J3&$K3,index('Exported DB-TPR'!$B$2:$B$27301&'Exported DB-TPR'!$C$2:$C$27301&'Exported DB-TPR'!$D$2:$D$27301,0),0))] for the better .

@LeilaGharani 6 жыл бұрын

That's a great formula! Well done! Many thanks for sharing.

@Theportraitdude 4 жыл бұрын

Your content is an absolute LIFESAVER. Thank you so much for all the videos, your content is so easy to understand!

@banwarifageriaexcelclasses1447 5 жыл бұрын

nice very effective ...thanks Leila ..actually your all tutorials are very useful and educative .

@LeilaGharani 5 жыл бұрын

My pleasure. I'm glad you like the tutorials.

@tomgreening9875 10 ай бұрын

Beyond your Index Match Advanced course, you could mention how to implement complex match criteria. This approach works when the conditions being checked are over commensurate ranges, like various conditions being checked for data in the same row of a table or rectangular worksheet region. You might want to check multiple conditions involving a single column or different columns. Individual logic checks can be combined into an overall array of 1/0 results using AND, OR and NOT logic. AND multiplies logic expressions, OR checks if the sum of logic expressions >0, and NOT is 1-logic expression. When necessary, multiply a Boolean TRUE/FALSE result by 1 to convert to 1/0. Essentially no limit to the complexity of logic conditions you can check. MATCH looks for 1 in the array of overall logic expression results. For older versions of Excel, put the array inside INDEX(expression, 0,1) to avoid C+S+E.

@dhavalshah2686 6 жыл бұрын

Queen of Excel, Leila Thank you for this video

@serigamel 3 жыл бұрын

thanks so much Leila, I've been using this formula repeatedly since discovering your channel

@vasuchawla2430 2 жыл бұрын

easy to understand and follow, saved me so much time compared to other articles without videos

@goodgollywally 6 жыл бұрын

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.

@LeilaGharani 6 жыл бұрын

That's very kind Walter! I'm glad you find the explanations easy to follow. Appreciate your support.

@AweshBhornya-ExcelforNewbies 6 жыл бұрын

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.

@LeilaGharani 6 жыл бұрын

You're welcome Awesh. I agree - it does some practice to get the hang of these....

@Val-M. 3 жыл бұрын

Am late to this tutorial . . . but unlike other people's videos, your relaxed way of explaining, actually clicked for me (the light bulb came to life) and helped me understand how to play around with the data better and its presentation. So, now you have a late subscriber to your channel.

@LeilaGharani 3 жыл бұрын

Welcome to the channel! Glad you liked the video :)

@Val-M. 3 жыл бұрын

@@LeilaGharani - Yes there is lots to like and so-o-ohh much still to learn.

@johnshambra8421 Жыл бұрын

I finally figured this formula out after watching your video. You are the best

@LeilaGharani Жыл бұрын

Glad it helped!

@kossiviamouzou7486 4 жыл бұрын

Hi Leila, I really like your tutorial, I've learned a lot from you. Just want to share this concerning the matching formula, I didn't use the exact formula you use but I got the result and it's working perfectly with the dropdown list =INDEX(A20:F31,MATCH(H22,B20:B31,0),MATCH(I21,A21:F21,0)) : Your furmula =INDEX(C22:F31,MATCH(H22,B22:B31,0),MATCH(I20&I21,C19:F19,0)) : Mine. Thanks

@kossiviamouzou7486 4 жыл бұрын

Sorry I inverse the order. The second is your formula

@mramsch 3 жыл бұрын

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. :)

@sanjayTECH04 4 жыл бұрын

Thanks , I was searching this type video of multiple criteria in index match.. many thanks Mam

@marvinreyes7459 5 жыл бұрын

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.

@sachinrv1 6 жыл бұрын

Hi Leila, For my colleague in the office; who are more comfortable with the VLOOKUP and HLOOKUP; the following integration also worked well. Here, I inserted a helper row giving the column no. which will help the HLOOKUP function. The HLOOKUP function further compliments the column criteria of INDEX and gives the result. =INDEX($C$7:$F$16,MATCH(I11,$B$7:$B$16,0),HLOOKUP(J9&J10,C3:F4,2,0))

@LeilaGharani 6 жыл бұрын

That's a good one too Sachin! Thanks for sharing!

@shashikantgaekwad7768 3 жыл бұрын

very simple explanation and thank you so much Leila for making it this simple... Thank you soo much..

@LeilaGharani 3 жыл бұрын

You're welcome 😊

@cphilip98 2 жыл бұрын

Hi Leila, can you do a video to show how to do index match match with a table where the row headers and column headers are numbers? So by inputting a number within the range of row headers, and another number within the range of column headers, it would return a number from the table. Where the numbers are not exactly matching the headers, the selection would look towards the next higher number.

@Lemonlimesunshine 2 жыл бұрын

Such a helpful video! literally had this up as I was running through some numbers for work.

@LeilaGharani 2 жыл бұрын

Glad it was helpful!

@rahulbakshi285 5 жыл бұрын

You are great Leila... Awesome I'm a big fan of your teachings...

@sachinrana184 4 жыл бұрын

Your all videos are so different from others. Simple and easy to understand for everyone. Thanks you so much.💯

@vps99999 7 жыл бұрын

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!!

@LeilaGharani 7 жыл бұрын

Thanks Vinay - Very happy to hear that. I still make mistakes when writing formulas so it's easy to remember the common ones :)

@ismaelkourouma5558 2 жыл бұрын

You saved my life again today, 4 years since you throw the lifeline !

@LeilaGharani 2 жыл бұрын

Happy to help, Ismael!

@kendrewt 3 жыл бұрын

excellent examples and illustration! Thank you so much!

@MySpreadsheetLab 7 жыл бұрын

Great explanation of the different ways to solve this Leila! Each one has pros and cons.

@LeilaGharani 7 жыл бұрын

Thank you Kevin. Nice to see you here :). Your videos are great too!

@aishwaryaravi8656 5 жыл бұрын

Very clear & understandable. Well done, Cheers

@euniceesinam2573 3 жыл бұрын

You're the best...certainly the best I've seen among many instructors. Keep making our lives better in Excelandia😊

@tejaswaroop920 6 жыл бұрын

Mam I'm really impressed with ur way of explaining n thanks a lot

@LeilaGharani 6 жыл бұрын

You're very welcome Teja.

@Stepford 6 жыл бұрын

Brilliant! Thanks again Leila. Very easy to understand and follow as usual!

@LeilaGharani 6 жыл бұрын

Thanks Steve! Glad you like it :)

@1gopalakrishnarao 7 жыл бұрын

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.

@subhashsansarwal3914 3 жыл бұрын

What a wonderful & awesome explanation of such a complex program.

@piyushaggarwala 3 жыл бұрын

Oh my god, this is EPIC. You're so clear with your explanations! Love it!

@LeilaGharani 3 жыл бұрын

Yay, thank you!

@meaculpanaturale 6 жыл бұрын

wow that seemed simple but it blew my mind to pieces. You made it look so simple. Thanks a bunch!

@simranvirk3794 5 жыл бұрын

You are awsum. The way you make things understand is amazing.

@LeilaGharani 5 жыл бұрын

Really glad to hear that.

@jagajyotisahoo9105 3 жыл бұрын

Thanks for the detailed explanation.

@setorwudata-adzah3618 4 жыл бұрын

Awesome video on index n match! Very clear and practical. Kudos

@ZeratulX 4 жыл бұрын

what a nice trick!! Learning a lot from you lately!!

@santoshpv321 3 жыл бұрын

This is very helpful...As always your videos are way above the others...Thx.

@BOOM-fu9du 3 жыл бұрын

Amazingly explained I must say ,now i dont need to google up every time i put in the formula. Thank you so much

@LeilaGharani 3 жыл бұрын

You are welcome!

@simini2890 6 жыл бұрын

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.

@LeilaGharani 6 жыл бұрын

Thank you so much Simini. I'm very glad you like the video and find it helpful :) thank you also for your support.

@VivianNewman 4 жыл бұрын

Thanks Mrs Gharani - You are a blessing.

@mikedsjr 5 жыл бұрын

Thank you for your clear instructions on all methods.

@starfire787 5 жыл бұрын

You're a very good teacher. I had struggle understanding this but you made it so easy. Thanks so much. Keep sharing!

@LeilaGharani 5 жыл бұрын

I'm glad it makes sense! Thank you.

@user-xd6vm5lw1l 2 жыл бұрын

Simply brilliant!! Just like every other vids in this channel 👍👍

@LeilaGharani 2 жыл бұрын

Thank you so much 😀

@liamdillon9465 6 жыл бұрын

This is the best explanation of this function I have ever seen

@LeilaGharani 6 жыл бұрын

Thank you! I'm happy to hear that the explanation is clear.

@hattemghanoom9557 6 жыл бұрын

Thank you Leila for another example of a very smart but yet easy to understand and implement video.

@LeilaGharani 6 жыл бұрын

Thank you for watching Hattem. Glad you enjoy the videos :)

@Bender2497 2 жыл бұрын

Super helpful for a file I'm working on to look up values in a table. Much appreciated!

@Afzal_EightySix 2 жыл бұрын

Amazing, helped me with an idea for work!

@mahmoudabdelmgeed4075 2 жыл бұрын

Finally, I found the solution for N/A thanks a lot for that knowledge about control shift enter ❤️❤️

@LeilaGharani 2 жыл бұрын

You're welcome 😊

@user-cz6ht4ot7o 4 жыл бұрын

This video solve my very complecated problem.thank you

@yuliandrirony4935 5 жыл бұрын

i love the way you teach

@LeilaGharani 5 жыл бұрын

I'm glad to hear that.

@linm8649 4 жыл бұрын

Great video! I finally got to understand the combination of Match and Index! Thank you so much Lelia!

@LeilaGharani 4 жыл бұрын

My pleasure. It's a great tool to have in your kit :)

@rotrose7531 4 жыл бұрын

Best excel teacher! You do thing in such a creative way that makes people become to love this application. Thank you.

@tonedh2auto 3 жыл бұрын

Great video and even better presentation. Your explanation of these more complicated functions is amazing. Thank you very much.

@chanthyum6825 7 жыл бұрын

your lecture explain very precise and step by step. I like it

@LeilaGharani 7 жыл бұрын

Glad to hear that Chanthy.

@rajasekar79 7 жыл бұрын

Your teaching method is very very clear. Thanks for this video.

@nikkit.2224 3 жыл бұрын

Leila, thanks for this great content. It was a great refresher course, love your style of teaching! Stay gold human!

@TIE-TakeItEasy 3 жыл бұрын

Ma'am, you are the ocean of Excel, I am a beginner.

@michaelconnors9906 6 жыл бұрын

Here's some more VBA fun---Code has the drop down list at K22 Sub KPI() Dim FLrange As Range, Cell As Range, ListRange As Range Set FLrange = Range("B22", Range("B22").End(xlDown)) 'Set ListRange = Range("K22") Range("L22").ClearContents With Sheet2 For Each Cell In FLrange If Cell.Value = Range("K22").Value And Range("L20") = "Actual" And Range("L21").Value = "Revenue" Then Cell.Offset(0, 1).Copy Range("L22").Select Range("L22").PasteSpecial End If If Cell.Value = Range("K22").Value And Range("L20") = "Actual" And Range("L21").Value = "Profit" Then Cell.Offset(0, 2).Copy Range("L22").Select Range("L22").PasteSpecial End If If Cell.Value = Range("K22").Value And Range("L20") = "Budget" And Range("L21").Value = "Revenue" Then Cell.Offset(0, 3).Copy Range("L22").Select Range("L22").PasteSpecial End If If Cell.Value = Range("K22").Value And Range("L20") = "Budget" And Range("L21").Value = "Profit" Then Cell.Offset(0, 4).Copy Range("L22").Select Range("L22").PasteSpecial End If Next End With End Sub