IFS, SUMIF and INDEX

N0t Y0urs

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I have two formulas that work perfectly but I want to add another if (I think) element to the formula.

I have just got a small sample of data and based on the small sample its not worth trying to find a short cut but when you have 100 data sets and 500+ rows of data.

So what I am wanting is on the main sheet I want the values to transpose from the respective sheet that contains the data. I have the first 5 rows of formulas in and the function I want to add (and I not sure what it would be) is if C12 is 6 then search $B4:$V$4 in all additional sheets for 6 when it finds it then it performs the formula that I already have working?

Is that possible?

I did think a vlookup but my data will come from 5 different sheets and is being summarised into one based on the criteria that I am entering

Here is a link to the summary file I am using

 

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For Cell D7:
Excel Formula:
=IFERROR(SUM(OFFSET(XLOOKUP($C7;Sheet2!$4:$4;Sheet2!$6:$6);0;-2;$C$4));SUM(OFFSET(XLOOKUP($C7;Sheet4!$4:$4;Sheet4!$6:$6);0;-2;$C$4)))
For Cell E7:
Excel Formula:
=IFERROR(SUM(OFFSET(XLOOKUP($C7;Sheet2!$4:$4;Sheet2!$6:$6);0;-1;$C$4));SUM(OFFSET(XLOOKUP($C7;Sheet4!$4:$4;Sheet4!$6:$6);0;-1;$C$4)))
For Cell F7:
Excel Formula:
=IFERROR(SUM(OFFSET(XLOOKUP($C7;Sheet2!$4:$4;Sheet2!$6:$6);0;0;$C$4));SUM(OFFSET(XLOOKUP($C7;Sheet4!$4:$4;Sheet4!$6:$6);0;0;$C$4)))

The only important note for this to work properly is that each data set needs to have a unique number.
You can keep adding IFERROR in front and just change the Sheetnumber for example:
Excel Formula:
=IFERROR(IFERROR(SUM(OFFSET(XLOOKUP($C7;Sheet2!$4:$4;Sheet2!$6:$6);0;-2;$C$4));SUM(OFFSET(XLOOKUP($C7;Sheet4!$4:$4;Sheet4!$6:$6);0;-2;$C$4)));SUM(OFFSET(XLOOKUP($C7;Sheet2!$4:$4;Sheet5!$6:$6);0;-2;$C$4)))

Hope it helps goodluck,
 
Upvote 0
Thanks will give it a shot. Each data set is unique it’s 1 - 100. Will let you know how I go.

Thanks
 
Upvote 0
Thanks, this works great for my first two columns but my third in the data set is to only report the value. I am now working backwards to understand the logic and how you got there.

Thanks
 
Upvote 0
Hi,

Do I understand correctly that u want a different formula in column F7:F16?

If yes, which value do u want here?
 
Upvote 0
Yes and the value for that column is F7 - 285, F8 - 532 etc

Summary.xlsx
BCDEFGHIJ
2Main sheet
3
4Criteria5
5Data setQty Value Total Current Formula that works
6
7115735628512432
82139779532
932033345457
1041279109954
1151506661804
126115879
137152701
148203633
15987851
1610155871
17
Main
Cell Formulas
RangeFormula
D7:D11D7=IFERROR(SUM(OFFSET(XLOOKUP($C7,Data!$4:$4,Data!$6:$6),0,-2,$C$4)),SUM(OFFSET(XLOOKUP($C$7,Data2!$4:$4,Data2!$6:$6),0,-2,$C$4)))
E7:E11E7=IFERROR(SUM(OFFSET(XLOOKUP($C7,Data!$4:$4,Data!$6:$6),0,-1,$C$4)),SUM(OFFSET(XLOOKUP($C$7,Data2!$4:$4,Data2!$6:$6),0,-1,$C$4)))
D12:D16D12=IFERROR(SUM(OFFSET(XLOOKUP($C12,Data!$4:$4,Data!$6:$6),0,-2,$C$4)),SUM(OFFSET(XLOOKUP($C12,Data2!$4:$4,Data2!$6:$6),0,-2,$C$4)))
E12:E16E12=IFERROR(SUM(OFFSET(XLOOKUP($C12,Data!$4:$4,Data!$6:$6),0,-1,$C$4)),SUM(OFFSET(XLOOKUP($C12,Data2!$4:$4,Data2!$6:$6),0,-1,$C$4)))
H7H7=INDEX(Data!F:F,MATCH($C$4,Data!$B:$B))
 
Upvote 0
Now I have completely confused myself and I think maybe my original explanation wasn't detailed enough. this is going to be long.

Using the formula you suggested I am getting a value that I can't figure out where it is coming from.

This is my dashboard
Excel.xlsx
ABCDEFGHIJKLMNO
14
1553StartProfitRBDaily %FWDSWDDBRBDifference
161Acc1$ 100.00$ 40.91$ 140.9140.9%$ 45,855.74
172Acc2$ 125.00$ 125.000.0%
183Acc3$ 250.00$ 250.000.0%
194Acc4$ 250.00$ 250.000.0%
205Acc5$ 250.00$ 250.000.0%
216Acc6$ 250.00$ 250.000.0%
227Acc7$ 250.00$ 250.000.0%
238Acc8$ 250.00$ 250.000.0%
249Acc9$ 250.00$ 250.000.0%
2510Acc10$ 250.00$ 250.000.0%
2611Acc11$ 250.00$ 250.000.0%
2712Acc12$ 250.00$ 250.000.0%
2813Acc13$ 250.00$ 250.000.0%
2914Acc14$ 250.00$ 250.000.0%
3015Acc15$ 250.00$ 250.000.0%
3116Acc16$ 250.00$ 250.000.0%
3217Acc17$ 250.00$ 250.000.0%
3318Acc18$ 250.00$ 250.000.0%
3419Acc19$ 250.00$ 250.000.0%
3520Acc20$ 125.00$ 125.000.0%
3621Acc21
3722Acc22
3823Acc23
3924Acc24
4025Acc25
Dashboard
Cell Formulas
RangeFormula
F16:F35F16=D16+E16
G16:G35G16=(F16-D16)/D16
H16H16=IFERROR(SUM(OFFSET(XLOOKUP($B16,Group1!$2:$2,Group1!$5:$5),0,-2,$B$15)),SUM(OFFSET(XLOOKUP($B16,Group2!$2:$2,Group2!$5:$5),0,-2,$B$15)))
D19:D34D19=D18
B17:B40B17=B16+1


So the value of $45,855.74 should be $4,125 as per the sheet that the data is being calculated from

Excel.xlsx
KLMNOPQRSTUVWXYZAAABACADAE
1
2Data Group1Data Group1Data Group1
31.0% Data Set 1$ 50.001.0% Data Set 2$ 125.001.0% Data Set 3$ 250.00
4 Asset Size Result FWD SWD DB RB Size Result FWD SWD DB RB Size Result FWD SWD DB RB
5 XAU 0.04$ 17.80$ 67.80
6 XAU 0.04$ 17.80$ 85.60
7 XAU 0.04$ 17.80$ 103.40
8 XAU 0.09$ 35.60$ 139.01
9 XAU 0.09$ 35.60$ -$ -$ 174.61
10 XAU 0.09$ 35.60$ 210.21
11 XAU 0.13$ 53.40$ 263.61
12 XAU 0.13$ 53.40$ 317.02
13 XAU 0.17$ 71.20$ 388.22
14 XAU 0.17$ 71.20$ 125.00$ -$ 334.43$ 125.00
15 XAU 0.17$ 71.20$ 405.630.09$ 35.60$ 160.60
16 XAU 0.22$ 89.01$ 494.640.09$ 35.60$ 196.20
17 XAU 0.22$ 89.01$ 583.640.09$ 35.60$ 231.81
18 XAU 0.26$ 106.81$ 690.450.13$ 53.40$ 285.21
19 XAU 0.30$ 124.61$ 250.00$ -$ 565.060.13$ 53.40$ -$ -$ 338.61$ 250.00
20 XAU 0.26$ 106.81$ 671.860.17$ 71.20$ 409.820.13$ 53.40$ 303.40
21 XAU 0.30$ 124.61$ 796.470.22$ 89.01$ 498.820.17$ 71.20$ 374.61
22 XAU 0.35$ 142.41$ 938.880.22$ 89.01$ 587.830.17$ 71.20$ 445.81
23 XAU 0.43$ 178.01$ 1,116.890.26$ 106.81$ 694.640.22$ 89.01$ 534.82
24 XAU 0.52$ 213.61$ 250.00$ 135.06$ 945.440.30$ 124.61$ 250.00$ -$ 569.240.26$ 106.81$ 125.00$ -$ 516.63
25 XAU 0.43$ 178.01$ 1,123.450.26$ 106.81$ 676.050.26$ 106.81$ 623.43
26 XAU 0.52$ 213.61$ 1,337.070.30$ 124.61$ 800.660.30$ 124.61$ 748.04
27 XAU 0.61$ 249.22$ 1,586.280.39$ 160.21$ 960.870.35$ 142.41$ 890.45
28 XAU 0.69$ 284.82$ 1,871.100.43$ 178.01$ 1,138.880.39$ 160.21$ 1,050.66
29 XAU 0.82$ 338.22$ 750.00$ 182.42$ 1,276.910.52$ 213.61$ 250.00$ 137.81$ 964.680.48$ 195.81$ 250.00$ -$ 996.47
30 XAU 0.56$ 231.41$ 1,508.320.43$ 178.01$ 1,142.690.43$ 178.01$ 1,174.48
31 XAU 0.69$ 284.82$ 1,793.140.52$ 213.61$ 1,356.310.52$ 213.61$ 1,388.10
32 XAU 0.78$ 320.42$ 2,113.560.61$ 249.22$ 1,605.520.61$ 249.22$ 1,637.31
33 XAU 0.95$ 391.63$ 2,505.190.74$ 302.62$ 1,908.140.74$ 302.62$ 1,939.93
34 XAU 1.13$ 462.83$ 750.00$ 277.25$ 1,940.760.87$ 356.02$ 750.00$ 189.27$ 1,324.900.87$ 356.02$ 750.00$ 193.24$ 1,352.71
35 XAU 0.87$ 356.02$ 2,296.790.61$ 249.22$ 1,574.110.61$ 249.22$ 1,601.93
36 XAU 1.00$ 409.43$ 2,706.210.69$ 284.82$ 1,858.930.74$ 302.62$ 1,904.55
37 XAU 1.21$ 498.43$ 3,204.650.82$ 338.22$ 2,197.150.87$ 356.02$ 2,260.57
38 XAU 1.43$ 587.44$ 3,792.080.95$ 391.63$ 2,588.781.00$ 409.43$ 2,670.00
39 XAU 1.65$ 676.44$ 750.00$ 464.82$ 3,253.711.13$ 462.83$ 750.00$ 287.70$ 2,013.911.17$ 480.63$ 750.00$ 300.08$ 2,100.55
40 XAU 1.43$ 587.44$ 3,841.150.91$ 373.82$ 2,387.730.95$ 391.63$ 2,492.17
41 XAU 1.69$ 694.24$ 4,535.391.04$ 427.23$ 2,814.961.08$ 445.03$ 2,937.20
42 XAU 2.00$ 818.85$ 5,354.251.26$ 516.23$ 3,331.191.30$ 534.03$ 3,471.24
43 XAU 2.34$ 961.26$ 6,315.511.48$ 605.24$ 3,936.431.52$ 623.04$ 4,094.28
44 XAU 2.78$ 1,139.27$ 1,250.00$ 775.60$ 5,429.181.74$ 712.05$ 750.00$ 487.31$ 3,411.171.78$ 729.85$ 750.00$ 509.27$ 3,564.86
45 XAU 2.39$ 979.06$ 6,408.251.52$ 623.04$ 4,034.211.56$ 640.84$ 4,205.70
46 XAU 2.82$ 1,157.07$ 7,565.321.78$ 729.85$ 4,764.051.87$ 765.45$ 4,971.15
47 XAU 3.30$ 1,352.89$ 8,918.212.08$ 854.45$ 5,618.512.17$ 890.06$ 5,861.20
Group1
Cell Formulas
RangeFormula
L3,Z3,S3L3=Tables!$I$16
P3P3=1
W3,AD3W3=P3+1
X3X3=N14
AE3AE3=N19
N9,AB44,U44,N44,AB39,U39,N39,AB34,U34,N34,AB29,U29,N29,AB24,U24,N24,U19,N19,N14N9=IFS(Q8+M9>15000,5000,Q8+M9>12500,2550,Q8+M9>5000,1250,Q8+M9>1750,750, Q8+M9>750,250,Q8+M9>400,125,Q8+M9<=399,0)
P9,AD44,W44,P44,AD39,W39,P39,AD34,W34,P34,AD29,W29,P29,AD24,W24,P24,W19,P19,P14P9=IFS(Q8+M9-N9>1000000,Q8+M9-N9-1000000,Q8+M9-N9>1000,(Q8+M9-N9)*Tables!$I$14,Q8+M9-N9>1,0)
K6:K47K6=K5
M5M5=SUMPRODUCT($L5*Tables!$I$9:$I$12*Tables!$I$5:$I$8*10*VLOOKUP(VLOOKUP(K5,Tables!$B$4:$C$42,2,),Tables!$E$4:$F$24,2,))
M6:M47,AA20:AA47,T15:T47M6=SUMPRODUCT(L6*Tables!$I$9:$I$12*Tables!$I$5:$I$8*10*VLOOKUP(VLOOKUP($K6,Tables!$B$4:$C$42,2,),Tables!$E$4:$F$24,2,))
Q5Q5=M5-N5-P5+Q3-O5
Q6:Q47,AE20:AE47,X15:X47Q6=Q5+M6-N6-O6-P6
X14,AE19X14=X$3


I then have an additional 4 sheets basically replicated with data starting on different rows which is why I want to be able to calculate this data.

So my goal is (I have only populated the first account)

Excel.xlsx
QRSTUVWXYZAAAB
13
14
1560StartProfitRBDaily %FWDSWDDBRBDifference
161Acc1$ 100.00$ 40.91$ 140.9140.9%$ 4,125.00$ 16,250.00$ 21,874.42$ 66,351.94
172Acc2$ 125.00$ 125.000.0%
183Acc3$ 250.00$ 250.000.0%
Dashboard
Cell Formulas
RangeFormula
V16:V18V16=T16+U16
W16:W18W16=(V16-T16)/T16
AA16AA16=Group1!Q64
R17:R18R17=R16+1



Hope that makes sense
 
Upvote 0
So I have tried looking at this again and was wondering if I could do a multiple match formula with index.

What I was thinking was of using index then 3 matches but I don't know how to identify my additional matches

formula testing.xlsx
BCDEFGHIJKLMNOPQRSTUVW
2
3Data Set1Data Set2Data Set3
4NumberSummaryQtyValueTotalValue AV2V3QtyValueTotalValue AV2V3QtyValueTotalValue AV2V3
5115$ 55.00$ 825.0013$ 105.00$ 1,365.0050$ 60.00$ 3,000.00
6246$ 90.00$ 4,965.0037$ 101.00$ 5,102.0051$ 98.00$ 7,998.00
7342$ 52.00$ 7,149.0042$ 209.00$ 13,880.003$ 76.00$ 8,226.00
8449$ 102.00$ 12,147.0043$ 231.00$ 23,813.0048$ 45.00$ 10,386.00
955$ 57.00$ 12,432.00$ 2,500.004$ 133.00$ 24,345.00$ 5,000.0051$ 55.00$ 13,191.00$ 2,500.00
10648$ 68.00$ 15,696.003$ 104.00$ 24,657.0037$ 85.00$ 16,336.00
11728$ 99.00$ 18,468.0016$ 114.00$ 26,481.0022$ 146.00$ 19,548.00
12851$ 125.00$ 24,843.0018$ 57.00$ 27,507.0032$ 100.00$ 22,748.00
13913$ 158.00$ 26,897.004$ 181.00$ 28,231.0032$ 206.00$ 29,340.00
141017$ 179.00$ 29,940.00$ 5,000.0016$ 115.00$ 30,071.00$ 5,000.0043$ 94.00$ 33,382.00$ 5,000.00
151151$ 90.00$ 34,530.0048$ 139.00$ 36,743.0034$ 64.00$ 35,558.00
16124$ 150.00$ 35,130.0028$ 197.00$ 42,259.002$ 174.00$ 35,906.00
17134$ 151.00$ 35,734.0036$ 90.00$ 45,499.0022$ 129.00$ 38,744.00
18142$ 171.00$ 36,076.0050$ 163.00$ 53,649.0037$ 182.00$ 45,478.00
191526$ 68.00$ 37,844.00$ 5,000.0039$ 231.00$ 62,658.00$ 5,000.005$ 223.00$ 46,593.00$ 5,000.00
201642$ 190.00$ 45,824.0043$ 237.00$ 72,849.0015$ 97.00$ 48,048.00
211721$ 77.00$ 47,441.0017$ 111.00$ 74,736.0052$ 195.00$ 58,188.00
221824$ 157.00$ 51,209.002$ 109.00$ 74,954.0016$ 113.00$ 59,996.00
23191$ 247.00$ 51,456.0029$ 250.00$ 82,204.0045$ 104.00$ 64,676.00
242022$ 76.00$ 53,128.00$ 5,000.009$ 61.00$ 82,753.00$ 5,000.009$ 98.00$ 65,558.00$ 5,000.00
252155$ 103.00$ 58,793.007$ 229.00$ 84,356.004$ 110.00$ 65,998.00
262246$ 198.00$ 67,901.003$ 124.00$ 84,728.0022$ 138.00$ 69,034.00
272343$ 176.00$ 75,469.0052$ 70.00$ 88,368.0048$ 60.00$ 71,914.00
282449$ 114.00$ 81,055.0038$ 231.00$ 97,146.0014$ 99.00$ 73,300.00
29254$ 97.00$ 81,443.00$ 5,000.005$ 98.00$ 97,636.00$ 5,000.0042$ 182.00$ 80,944.00$ 5,000.00
30
31
32
33
34
35
36
37
38NumberData SetVariable
3952Total
40Match9
41Match 13
42Index0
43All
44
45
46
47CNumber$E$39
48Number$B:$B
49CDataSet$F$39
50DataSet$D$5:$AK$30
51
52
53
Data
Cell Formulas
RangeFormula
M3,T3M3=F3+1
G9,G14,U9,N9G9=IFS(F9>15000,5000,F9>10000,2500,F9>5000,1250,F9<4999,0)
O14,V29,O29,H29,V24,O24,H24,V19,O19,H19,V14O14=IFS(M14>15000,5000,M14>10000,2500,M14>5000,1250,M14<4999,0)
B6:B29B6=B5+1
F5,T5,M5F5=D5*E5
F6:F29,T6:T29,M6:M29F6=(D6*E6)+F5
E40E40=MATCH(CNumber,Number,0)
E41E41=MATCH(CDataSet,DataSet,0)
E42E42=INDEX(Data2,Blue,Pink)
Named Ranges
NameRefers ToCells
Blue=Data!$E$40E42
CDataSet=Data!$F$39E41
CNumber=Data!$E$39E40
Data2=Data!$D$5:$AL$29E42, F5
DataSet=Data!$3:$3E41
Number=Data!$B:$BE40
Pink=Data!$E$41E42


So my index match works fine for the one data set but I ultimately have 100 different sets across 5 different pages so need to find a way to do this.

Any direction would be wonderful
 
Upvote 0

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