Index Match Using MULTIPLE CRITERIA 🙀🤯

Chances are you already know what a powerful combination INDEX and MATCH is when you're looking for data in a table, but did you know that you can match against multiple criteria to ensure you're getting the exact value back that you need? I show you how to do it in this video.

[@nameforcomments4092]

Thank you for this! I try to avoid multi-criteria lookups whenever possible, but the downside to that is that when they do creep up I can’t remember how to do them. In this case, because you’re returning a number, Sumifs would be a little shorter and easier on the RAM, but it was a great example nonetheless. For those curious, the Sumifs format is to specify the range the total comes from (in this case it’s just one value, which doesn’t change anything), then specify the range to look for the first criteria in, then specify the first criteria, then specify the range to look for the second criteria in, then the second criteria, third criteria range, third criteria. Here it would come out to (leaving out dollar signs for absolute references as in the example for clarity): =SUMIFS( E5:E13, C5:C13, B16, D5:D13, B17, B5:B13, B18)

[@samueloliver5598]

I've spent over an hour trying to get the answer to this question on different websites etc and couldn't get my sheet to work, this was super easy to follow and understand- thanks for creating it!

[@HusfadlyahoocaEgyptrevolution]

how if it give me #VALUE???

[@mireillecantrell4638]

The data I need to compare: Column1 has 8 rows listing units for sale. Now each product has a sales status that spans across 5 columns: 'Contacted, Opportunity, Upside, Sold, or Lost". This tutorial is very close to what I need. I will keep testing functions. Thanks for the info. Mireille

[@hobknockers111]

I just started a Data Analysis position and was flustered with matching 3 and indexing one value, THIS HELPED SO MUCH! Thank you for posting this :)

[@jsphpalumbo]

Super happy to hear it helped. And good luck on your new position!!

[@smaggies]

Great thanks for you share this topic, I work from multiple sheets, with no assortment on those sheets and return what I wanted. Working to view all 50 State Income Taxes valued toward Income from all states to assume success with an Investment. Thank U :) :)

[@Viking12390]

Thank you! This is exactly what i need to find! Much appreciated! Keep up the great work

[@RA-rh5lb]

what is the logic behind 1 where you have used in match formula?

[@thomaschaka9233]

Thank you so much, super helpful, exactly what I needed after spending hours looking.

[@FiveBrogdale]

Good explanation and clear example, thanks, you saved me a bunch of time!

[@bertjanwijnhoven9272]

Hi Joseph, I am a big fan of Excel and this trick has helped me many times, only can you also do an index lookup over different sheets. I am stuggeling using an xlookup when I need results matching 2 criteria.

[@LawrenceOoi1]

Joseph, may I know the logic behind the match search key "1", why must it be "one"? I could not find the answer in Google, hope you are kind to explain for me. Thanks.

[@TheMarcowhatever]

Because the index has only one row

[@LawrenceOoi1]

@@TheMarcowhatever Thanks man

[@asmrindia]

Great

[@FranulkarNagie]

I find this very useful. Thank you for sharing.

[@kanokratjantra]

That's really helpful formula I'm looking for!!! Thanks much ❤

[@timonpumbaa715]

Thank you for the Knowledge, suggestions to put more videos based on excel sorting techniques, and index is powerful, and the best way to sort data on criteria, sorry Vlookup and XLookup you guys are interesting but index is surprising, if and only if know how to use it to the requirement; Great Job Sir. Regards.

[@Viresh19]

Excellent. Just the right solutions I was looking for. Thanks

[@jsphpalumbo]

Glad it helped!

[@YepKim]

This is what I exactly need. Thanks so much!😀

[@jsphpalumbo]

Happy to help!

[@richardgordon]

Thanks a lot. Your video solved a big headache for me.

[@АннаКендзерська]

i see message that function MATCH couldn't find value 1. Any ideas why this happened, recommendations? Will appreciate a lot!

[@mariedjusthine]

Thank you! U saved my day. ❤

[@ekelly858]

Excellent 😊

[@naseem.banu.z]

Thanks for this, but im getting this error, "Did not find value '1' in MATCH evaluation." how to go about it ? and aslo im trying this in Gsheets.

[@evrys]

Very good use case! And so easy to remember. Thanks

[@bit_Jon_Trader]

This is great, but I still get Error - Did not find value '1' in MATCH evaluation.

[@maturebeautywithgloria]

Exactly what I’m looking for thank you

[@chatureshpatel1159]

Brilliantly explained!!!

[@Always_ponder]

Fantastically explained !

[@jsphpalumbo]

Glad it helped!

[@thinkwiselyjk]

GOOD VIDEO

[@cristianmojica3748]

very easy and straight to the point. Thanks

[@DannyFish-o1l]

Hello Josheph, this works great if you're pulling from the same sheet, but it don't want to work if you're matching criteria from a 2nd sheet. can you give some pointer on that.

[@jsphpalumbo]

It should work the same if you're referencing the data on the 2nd sheet properly, like (Sheet2:A1:A10 = '1'). Have you tried that?

[@habibansubuga2731]

This was very helpful, thank you!

[@jsphpalumbo]

You're very welcome!

[@qutaibaabusmaiha7413]

it Worked BUT, you pressed ENTER to apply the formula and it didnt work with me and i had to press CTRL+SHIFT+ENTER (Array Fromula) to work it out, i dont understand Actually can you explain?

[@hari.potter]

The same happend with me, could you get any answer for this problem?

[@Pins33ker]

You helped me out because this example is much more closer to my problem I am trying to solve. For me I am trying to match a name that comes up more than once, but I want to find the highest number connected to that name. Would I need to also use the "Max" command for that with Match and Index ?

[@jsphpalumbo]

@rarpcgaming No, I would use =SORT function to grab the largest value. For example, using XLOOKUP (which is much more flexible compared to INDEX + MATCH) my formula would look like this =XLOOKUP("Joseph", B4:B7, SORT(B4:C7,2, FALSE)) =XLOOKUP([search key], [lookup range], [return range]) This will lookup the value you want, but always return the greatest value in the lookup range. Let me know if you want me to make a video on how to do this.

[@sass1330]

What if i have a value and i want to match it with an exact value from another excel and if not to the next greater value in a row???

[@sass1330]

The first value I have is a basic salary and I want to match it with the value from the payscale I have in the other excel

[@geethaganesh4174]

Instead of the first match value, if I want to retrieve the sum of all John bakers with month May, company alpha( having multiple entries with same criteria), how do i change the formula

[@jsphpalumbo]

use the =FILTER function for that use case, INDEX(MATCH()) is not a good fit

[@mouazosama9891]

i think you can use filter function to do it , it is less complex

[@RajKumar-hv8kq]

How to use these between 2 Google sheets.

[@lokedistor5860]

where would you put an IFERROR FUNCTION???

[@juliand1053]

EXCELlent! Thank You!

[@johnw9269]

Hi, your video is really informative and practical. But what if I have another scenario whereby my match involves exact match and approximate match? How to perform both match type together under 1 index and match function. Are we able to achieve that? I tried before but I couldn't get it as I want to be able to use this formula in any excel version.

[@jsphpalumbo]

Hi, sorry for the late reply. Unfortunately, there isn't one single function that will match with both exact and approximate values, but if you need to match within a range of values (e.g. >= 100) then I would use the FILTER function with multiple conditionals to accomplish that =FILTER(A:A,B:B=100,B:B>100)

[@MickaelNECHACHBY]

Thanks for this!

[@holyfunny7536]

I tried it and used the very same data as guy using but it gives an #VALUE!, What is problem?

[@affectionlifeaffliction]

ctrl + shift + ENTER it has to be as an array to work

[@GP-ue5hd]

perfect, thanks

[@GOATMENTATOR]

I have one table with many many records where each record has a category(meaning multiple records can have the same category). And separate table where I have specific values for each category. I want to add the values in first table from second table in a new column based on category. Can someone help please I don't know what functions to use? It will take days to do it manually..

[@amazingytvideos5214]

thank you for this boss!

[@HippieMosquitoQuatro]

how do you do this to find multiple matches? so say John Baker, from Alpha Solutions, during the month of May: had more than 1 invoice? how do you return more than 1 match?

[@jsphpalumbo]

It depends how many matches there are in the table, but one method is to do a top-to-bottom match, and then do a bottom-to-top match. This might also be a case where VLOOKUP is a better option than Index + Match.

[@jonsmith1472]

Does this work similarly to COUNTIF function?

[@Gert-JanMStoop]

Yes hou have been very helphull. Thank you.

[@jsphpalumbo]

Thank you, Gert-Jan!

[@ITTEC.]

dear sir but no answer ! in this condition

[@operationbroomstick]

Very useful thank you

[@abdullahalsebaie74]

Ctrl+shift+enter for excel

[@snehaagrawal3036]

It is not working. It's throwing error.

[@holyfunny7536]

The same problem happening to me

[@affectionlifeaffliction]

ctrl + shift + ENTER

[@gilbertlusuegro8568]

the formula worked on me but it causes my ms excel to lag

[@juanlara6725]

genius!

[@juanlara6725]

wizard!

[@brownman3654]

For me it is not working

[@eslamnahla]

You use google sheet or excel?

[@jeffreydeale8499]

Awesome! Thanks! VLOOKUP SUCKS FOR THIS!

[@EbonnCharles]

I was searching everywhere for this. Thanks so much Joseph. I salute you!!!!

[@muradayyad]

the 1 in Match Function couldnt be recognized from Excel , what should i do ?

[@hn_my9361]

i manage to create formula on fixed value data...however when it comes to formulated data it return #N/A instead of value...how do i fix this

[@merrickhemmings]

use xlookup in the cells that are formulated. So when they change so does your index match cell

[@alannaearl6633]

Can this be achieved with Multiple criteria using xlookup?

[@voiceofsoul7865]

Very, very informative video. Thank you.

[@SantSword69]

SUMIFS is much easier.

[@DanhNyiahm]

Hi Joseph, hope you are well. You have a very nice presentation. I have something on excel which I would like you to do. Do you have any website that I can reach out for your contact? Thanks

[@winabraham5619]

Can u help me out with the logic of 1 being used for look-up value?

[@mirosDV]

I like the way you explained the "1". In other words, return a 1 if all these conditions here are true, or else false. Thank you!

[@johnstath9666]

This is great video. Do you have one where you can match multiple criteria for a result in an array of columns and rows

[@flightforge30]

thanks...more understandable than listening to an indian accent

[@linz6878]

Omg this exactly what i need but What does this look like if the data is on a separate tab? 😅

[@prabathwerahera1961]

Thank you. you saved me

[@SupportManager-e6x]

Way helpful thank you!

[@GV-gn3mj]

hi, thank you. why 1 after match? and why multiplication,also what if I had needed the last number $2000? would I have to changed 1 and instead put 4 in the formula?

[@galerion]

True=1 False=0, Match wants to = that 1 so where he has (C16=C5:C13) match will look for the first instance of that being true which means it has a value of 1. It will then do that for all the ranges until (C16=C5:C13)*(C17=D5:D13)*(C18=B5:B13) results in (C16=1)*(C17=1)*(C18=1)=1 across a row or if there is no row that results in 1; only 0 it will give an N/A error. * is "and" and + is "or". To get $2000 C17 needs to be changed to March, if you changed the 1 to 4 match wouldn't find 4 as the sums he's used can only = 1 or 0.

[@GV-gn3mj]

@@galerion I appreciate it. thank you!

[@abhishekkuradia898]

Thank you so much ❤

[@maturebeautywithgloria]

I can’t get this to work?

[@Ersys-ck6zl]

how about 1

[@abdalbastsalm5801]

very good

[@edwardmusshafen5675]

Would index match be the right way to match claims data for pharmacy claims to find a certain payment or fee using 2 different worksheets? I have a worksheet with pharmacy claims data where I need to match the same claims data on an other worksheet that shows a fee that is applied. I need to match the Rx# and date filled from 2 data sets, but then one of those data sets shows a fee that is paid. I need that fee amount added to the claims data spreadsheet so I can accurately calculate the Net price and for the claim.

[@jsphpalumbo]

@edwardmusshafen5675 Index + Match would definitely be one way of doing it between 2 tabs in the same workbook. If you're trying to do it between two workbooks (2 different files) you will probably run into limitations. I'd also recommend trying =XLOOKUP which is the improved method of INDEX + MATCH. I have a video on how to that on my channel.

[@Oyongr]

can you please explain what is the MATCH(1? where did you get the 1 value?

[@jsphpalumbo]

Hey Richard, I explain the logic behind matching to 1 in this video. XLOOKUP from BASIC to ADVANCED using MULTIPLE CRITERIA for #Excel and #googlesheets kzbin.info/www/bejne/iHiop2eZbqxrkMU Check it out!

[@Chanderv31]

4:30

[@Mallikarjun024]

🤝

[@stephenlugaimukamu9187]

This is the best solution, thanks alot

[@jsphpalumbo]

Glad it helped

[@sudmudmud357]

What doe’s Number 1 do actually?

[@jsphpalumbo]

OK, I explain this in detail in another video, but the short version is that you're searching for TRUE (represented as 1) or FALSE (represented as 0) multiplied together. So if one part of your query is true (1) and another is false (0) the answer will be 0. The expression will only return 1 if the multiple search criteria are returned true across all columns. That's why you're actually looking for 1.

[@hari.potter]

Why i had to enter Ctl+Shift+Enter to reach to the same result which you could do only with Enter, any reason?

[@OndosSaragih]

Thank you, thank you, thank you! You are incredibly helpful!

[@ladev91]

Hello, do you know how to sum all of the values if there are multiple values that fit the criteria?

[@carloscastaneda7047]

This is going to help me significantly when it comes to validating data

[@kavan100]

Amazing this was such a clear and superb explanation and worked like a charm and very easy to adapt. Loved it.

[@mauricelee2219]

Hi, good day, need favor and assistance, is there a way to do this in vba code.

[@stonesgoods8100]

this is much more useful than all the other videos I watched. Thanks so much!

[@mikemitchell9227]

Great video. I've used this in the past but rarely so each time I have to relearn it. This video was perfect.

[@salar7735]

Just wanted to say, your example and easy to follow video was excellent and made it much clearer than any other place I tried to look this up

[@baderarfaj]

I like it. Wonderfull thanks a lot

[@girishyanamala9361]

🎉🎉🎉super

[@jsphpalumbo]

Thank you! Cheers!

[@DanielChacon-uk9qm]

Thank you for this!

[@brianloftus9211]

Thank You! Very clear and concise. A wonderful description.

[@chandrimapramanick1111]

Amazing explanation!

[@tanichcka]

Thank you for this video. This is the exact function I need for my project. Unfortunately I am getting over and over an #ERROR despite following you step by step and checking up the syntaxes multiple times. Tried also as array formula, but it didn't work. May you please direct me where the problem could be? Thanks :)

[@jsphpalumbo]

Hi there, sorry you keep getting errors. My guess is it's something to do with the values in your spreadsheet. When putting together your INDEX(MATCH) function try wrapping your lookup values in VALUE() to see if that fixes it.

[@alfdray2850]

Wow. Thanks a million. this is the greatest.

[@0909cxc]

This is exactly what I was looking for. Thank you, Joseph!!

[@aw.studios97]

It works great! But, my table uses an average and person a/b/c/d has a tendency to have multiple scores/data for a specified week in a month. how do compute that? i'd appreciate it if you can respond to this. thank you!

[@jsphpalumbo]

Hi there, would love to help out, but I'm afraid I don't understand the table you're working with. Can you provide some more information, or reach out to me directly?