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Complex Lookup Formulas

Posted on 2016-10-07
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Last Modified: 2016-10-07
Hi, I am hoping someone can help me with 3 complex look up formulas please.

Attached is a file with 2 active sheets. The are 3 columns I am trying to fill in the 'SUMMARY' sheet based on data in the 'Transactions' sheet.

All lookups are based on the Account # (which is 'Acc #' in the 'SUMMARY' sheet and 'accno' in the 'Transactions' sheet).
1. 'Trans Count' - # of transaction listed in the 'Transactions' sheet (so in the case of account 35 there is 3 transactions)
2. 'Last Trans Date' - date of the most recent transaction listed in the 'Transactions' sheet (so in the case of account 35 it is 1st Aug 2016 - this is column D)
3. 'Last Trans Value' - value of the most recent transaction listed in the 'Transactions' sheet (so in the case of account 35 it is $569.8 - this is column N)

If someone is able to put these calculations directly into the spreadsheet I have attached I would be extremely grateful!

Thanks a lot
Troy
Amalgam-separator-rebate-informatio.xlsx
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Question by:recycleaus
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Accepted Solution

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Subodh Tiwari (Neeraj) earned 500 total points
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Please try this....

On Summary Sheet,
In H2
=COUNTIF(Transactions!$E$2:$E$302,G2)

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and copy down.

In I2
=MAX(INDEX((Transactions!$E$2:$E$302=G2)*Transactions!$D$2:$D$302,))

Open in new window

and copy down. (format as date)

In J2
=IFERROR(INDEX(Transactions!$N$2:$N$302,MATCH(1,INDEX((Transactions!$E$2:$E$302=G2)*(Transactions!$D$2:$D$302=I2),),0)),"")

Open in new window

and copy down.
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Author Closing Comment

by:recycleaus
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Thanks a lot
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Expert Comment

by:Subodh Tiwari (Neeraj)
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You're welcome Troy! Glad to help.
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