Help with formula to pull over values between workbooks

JRAMZ88

New Member
Joined
Jun 7, 2017
Messages
28
Office Version
  1. 365
Platform
  1. Windows
Hi everyone, Happy Saturday!

Reaching out for help with building a formula that pulls in a value based on two criteria.

In a nutshell, we have two workbooks... workbook A is the source data, and workbook B is the summary.
I'm looking for a formula that will pull in the corresponding values into the correct cells based on Acct #1 and Period 1...
So in the example below, the $500 in cell D3 for Acct #1 and Period 1, needs to end up in cell K3 of workbook 2.

Going to paste my xl2bb mini sheet below.. any help would be greatly appreciated!

Book1
ABCDEFGHIJKLM
1Workbook AWorkbook B
2PeriodAcct #1Acct #2 Acct #3P1P2P3
3P1$ 500$ 120$ 200Acct #1
4
5
6
7
8
9
10
11
Sheet1
 

Excel Facts

Will the fill handle fill 1, 2, 3?
Yes! Type 1 in a cell. Hold down Ctrl while you drag the fill handle.
Check this and revert -

Book1
ABCDEFGHIJKLM
1Workbook AWorkbook B
2PeriodAcct #1Acct #2 Acct #3P1P2P3
3P1500120200Acct #1500
4Acct #2 120
5Acct #3200
6
Sheet1
Cell Formulas
RangeFormula
K3:K5K3=INDEX($D$3:$F$7,MATCH(K$2,$B$3:$B$7,0),MATCH($I3,$D$2:$F$2,0))
 
Upvote 1
Solution
Check this and revert -

Book1
ABCDEFGHIJKLM
1Workbook AWorkbook B
2PeriodAcct #1Acct #2 Acct #3P1P2P3
3P1500120200Acct #1500
4Acct #2 120
5Acct #3200
6
Sheet1
Cell Formulas
RangeFormula
K3:K5K3=INDEX($D$3:$F$7,MATCH(K$2,$B$3:$B$7,0),MATCH($I3,$D$2:$F$2,0))
Good morning! Yes, thank you so much - this helps alot and works perfectly.
 
Upvote 0

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