You can use INDEX to retrieve individual values or entire rows and columns. So, in these cases, we need to match both rows and columns. Now it’s time for the criteria. Here, is an example. But in real life, the data often spans through multiple columns. So if the match was in say E1, then MATCH returns 2 (E is the 2nd column of D to I) But the INDEX would be indexing the 2nd column of columns A to I, which is column B. The INDEX function can handle arrays natively, so the second INDEX is added only to "catch" the array created with the boolean logic operation and return the same array again to MATCH. How to use Excel INDEX MATCH (the right way) Select cell G5 and begin by creating an INDEX function. In the example shown, the formula in H4 is: { = INDEX(groups,MATCH(1,MMULT(-- (names = G4),TRANSPOSE(COLUMN(names) ^ 0)),0))} Second, in the row_number argument of index function, you have used match function and specify the invoice number, referred to the invoice column and used zero for the exact match.. Third, match function returns the cell number of the invoice from the range, The criteria will involve taking the data from its original location to a new location but with the same location name. This is called matrix lookup (aka 2-dimensional or 2-way lookup), and this tutorial shows how to do it in 4 different ways. Step 3: Next argument of INDEX function from which row of the selected range we need the result. Based on the selection we make from the drop-down list sales amount has to appear in cell E2. Step 8: This time lookup value will be the month name, so select B14 cell as the reference. Our goal is to help you work faster in Excel. For example, if I choose “Rep 8” and “Apr” then it has to show the sales value of “Rep 8” for the month of “Apr.”. The Excel INDEX function returns the value at a given position in a range or array. ; row is the number of rows to offset from the very first cell of your range. Entering this as an array formula using Ctrl + Shift + Enter tells Excel to do a multitude of calculations to compare … In the example shown, the formula in H4 is: where "names" is the named range C4:E7, and "groups" is the named range B4:B7. column, just like row, is the number of offset columns.Also optional, also 0 if omitted. We will click on Cell H3 again 2. Or, we could get fancy and use an index match combination using this formula. Working from the inside out, the logical criteria used in this formula is: where names is the named range C4:E7. But notice on the row and column MATCH functions, I concatenated both the lookup values and the lookup arrays with an ampersand (&). The Excel TRANSPOSE function "flips" the orientation of a given range or array: TRANSPOSE flips a vertical range to a horizontal range, and flips a horizontal range to a vertical range. Working from the inside out, the logical criteria used in this formula is: ( data ) < 70 where data is the named range C5:I14. As I have mentioned, in … MATCH is used twice: once for the rows and once for the columns. We have “Sales Rep” names and their respective sales values. Index match of multiple criteria rows and columns means we just use particular criteria to match the rows and columns. INDEX & MATCH can match both rows and columns headers and return the result from the middle table. Step 6: Match Type of MATCH function will be exact so enter zero as the argument value. Not the majority of the excel users lookup functions beyond VLOOKUP, reasons could be so many. In this accelerated training, you'll learn how to use formulas to manipulate text, work with dates and times, lookup values with VLOOKUP and INDEX & MATCH, count and sum with criteria, dynamically rank values, and create dynamic ranges. Raising to the power of zero simply converts all numbers in the array to 1. Cell C19 = C20&C21 You will see that C19 now contains ActualRevenue. Criteria 1 is easy it is family size and it basically reads from one column and matches the family size Criteria 2 is income amount, the income table is 4 columns wide and 8 rows deep (C5:F12). This generates a TRUE / FALSE result for every value in data, and the double negative coerces the TRUE FALSE values to 1 and 0 to yield an array like this: This array is 4 rows by 3 columns, matching the structure of "names". It's default behavior is to multiply corresponding elements in one or more arrays together, then sum the products. 1. Since the MATCH () function can only handle single rows and columns, the simplest way to resolve the problem we had earlier is to use helper cells that combine the values in rows 20 and 21 into one row instead of two. This combination becomes the unique identifier of each column. Now, take a look at our formula. -Rich. In this lookup formula, we need to find “Sweater” in a column B of a price list, and get its price from column C. Step 10: The last argument is match type; choose “Exact Match” as the criteria. This is the value under the third row of this range (which is row 4 because it starts from A2, not A1) and second column. I'm using this formula: =SUM(INDEX(B4:E8,,MATCH("Forecast",B3:E3,0))) My problem is that the equation sums only the first column that returns that specific header, and my lists will have multiple columns with the same titles of budget, forecast, etc. To troubleshoot, trace errors, and clear examples of formulas,,. 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