Complicated Match/Lookup in between dates formula?

[jwillits]

Objective: I am trying to obtain a number (ID) from Table A based off of the Date and Number in Table B. What I am trying to say in my formula is that if Phone Number in Table B is equal to a Phone Number in Table A, and the Date in Table B in the same row as that Phone Number is between the Start and End Date in Table A, then I want the corresponding ID from Table A generated in the first column in Table B.

Furthermore, if the phone number matches but it does not fall between a one of the list of dates, I need it to pull the ID from the closest range of dates before it.

For instance, the last row in Table B has a Master Date of 4/22/19, however there is no date range in Table A for it, so it is pulling the ID from the date ranges of 3-26-19 to 4-1-19 because it is the closest date ranges before the master date.

Hopefully this makes sense and there is some wizard out there who can accomplish this. Multiple formulas building on each other is fine as well.





Table A

[TABLE="class: grid, width: 500, align: center"]
<tbody>[TR]
[TD]Name[/TD]
[TD]ID[/TD]
[TD]Date Start[/TD]
[TD]Date End[/TD]
[TD]Phone Number[/TD]
[/TR]
[TR]
[TD][TABLE="width: 64"]
<tbody>[TR]
[TD="width: 64"]Apple[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD]375[/TD]
[TD][TABLE="width: 108"]
<tbody>[TR]
[TD="class: xl65, width: 108, align: right"]12/30/2018[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 102"]
<tbody>[TR]
[TD="class: xl65, width: 102, align: right"]1/5/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"]210-908-5231[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
[TR]
[TD]Pear[/TD]
[TD]224[/TD]
[TD][TABLE="width: 108"]
<tbody>[TR]
[TD="class: xl65, width: 108, align: right"]12/30/2018[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 102"]
<tbody>[TR]
[TD="class: xl65, width: 102, align: right"]1/5/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"]210-361-8442[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
[TR]
[TD]Grape[/TD]
[TD]846[/TD]
[TD][TABLE="width: 108"]
<tbody>[TR]
[TD="class: xl65, width: 108, align: right"]3/26/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 102"]
<tbody>[TR]
[TD="class: xl65, width: 102, align: right"]4/1/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"]210-361-5592[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
[TR]
[TD]Lemon[/TD]
[TD]552[/TD]
[TD][TABLE="width: 108"]
<tbody>[TR]
[TD="class: xl65, width: 108, align: right"]5/26/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 102"]
<tbody>[TR]
[TD="class: xl65, width: 102, align: right"]6/1/2019[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"]210-361-5592[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]



Table B

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]ID[/TD]
[TD]Master Date[/TD]
[TD]Phone Number[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]224[/TD]
[TD]1/3/19[/TD]
[TD][TABLE="width: 122"]
<tbody>[TR]
[TD="width: 122"]210-361-8442[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]846[/TD]
[TD]3/27/19[/TD]
[TD]210-361-5592[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]846[/TD]
[TD]4/22/19[/TD]
[TD]210-361-5592[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

 

[DanteAmor]

Here is the actual data from my workbook. Note that this info is contained on different pages. In this case, could you write the formula trying to get the Related Weekly Spend number from Sheet2 into the column on Sheet1?

The rules are the same as that I need the Tracking Number to Match from Sheet1 to Sheet2, and then I need the Date in Sheet1 to fall between the Date of the Matching Tracking Number. If there is none, I need it to go to the date range before it.

To continue with the formula, it is important to answer the following:

It is always the previous date.
In an example.
If the date is 25may, the ranges are
a) 1apr - 20apr
b) 26may - 31may
So what is the corresponding range a) or b)?

The nearest date is 26may, but do you want the previous date?

---------------------------------------------

To adapt the formula to rows and columns and sheets, you could upload your file.

You could upload a copy of your file to a free site such www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. If the workbook contains confidential information, you could replace it with generic data.

 

[jwillits]

To continue with the formula, it is important to answer the following:

It is always the previous date.
In an example.
If the date is 25may, the ranges are
a) 1apr - 20apr
b) 26may - 31may
So what is the corresponding range a) or b)?

The nearest date is 26may, but do you want the previous date?

---------------------------------------------

To adapt the formula to rows and columns and sheets, you could upload your file.

You could upload a copy of your file to a free site such www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. If the workbook contains confidential information, you could replace it with generic data.

A would be correct, I need the nearest previous date, only if it is not between a set of dates.

 

[DanteAmor]

To adapt the formula to rows and columns and sheets, you could upload your file.

You could upload a copy of your file to a free site such www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. If the workbook contains confidential information, you could replace it with generic data.

 

[jwillits]

To adapt the formula to rows and columns and sheets, you could upload your file.

You could upload a copy of your file to a free site such www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. If the workbook contains confidential information, you could replace it with generic data.

https://www.dropbox.com/home?preview=Sample+Data.xlsx

 

[tico_ocit]

"*" is a nested if.

if (condition, if (condition, true))
or
if (condition * condition, true)


"," or ";" It is the argument separator that you have configured by region.

So the "*" works as entering another IF in the 'True' section?

 

[tico_ocit]

https://www.dropbox.com/home?preview=Sample+Data.xlsx

Couldn't download because asks for a login, although I think DanteAmor will find a solution for you.

 

[DanteAmor]

So the "*" works as entering another IF in the 'True' section?

it is right.
Boolean logic says:
* = and
+ = or

 

[tico_ocit]

it is right.
Boolean logic says:
* = and
+ = or

Nice! Didn't know! Always learning something! Thank you!

 

[DanteAmor]

Nice! Didn't know! Always learning something! Thank you!

In excel you always learn something new.

 

[Sam_D_Ben]

Been using Excel and Access for 13 years, and i am still a beginner