MrSamExcel
Board Regular
- Joined
- Apr 6, 2016
- Messages
- 51
- Office Version
- 365
- 2021
- Platform
- Windows
My file has two sheets: 'Formula' and 'Class1'. Is there a formula – non-array, not VBA – that I can place in ‘Formula’ sheet -> cell B2 that will return from ‘Class1’ sheet the YTD Return for Month Ending date 12/31/2019? In this example, the result of the formula would be 6.66%.
You can see my current INDEX-MATCH-MATCH formula in B2 works but requires me to manually specify the row containing Month Ending values – Row 5 -- but would be better if formula could find row that begins with text “Month Ending” from ‘Class1’ sheet and reference the column from the same row that contains value 12/31/2019. The value being looked up in Column A -- "YTD Return" in this example -- will always be in Column A. I’ve also tried with FILTER and LOOKUP functions but I’m missing something. Thanks.
You can see my current INDEX-MATCH-MATCH formula in B2 works but requires me to manually specify the row containing Month Ending values – Row 5 -- but would be better if formula could find row that begins with text “Month Ending” from ‘Class1’ sheet and reference the column from the same row that contains value 12/31/2019. The value being looked up in Column A -- "YTD Return" in this example -- will always be in Column A. I’ve also tried with FILTER and LOOKUP functions but I’m missing something. Thanks.
Intersection of column and row based on text matches.xlsx | |||||
---|---|---|---|---|---|
A | B | C | |||
1 | 12/31/2019 | 12/31/2020 | |||
2 | YTD Return | 6.66% | 7.00% | ||
Formula |
Intersection of column and row based on text matches.xlsx | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | G | H | I | |||
1 | Class1 | ||||||||||
2 | Date | ||||||||||
3 | |||||||||||
4 | Quarter Ending | 12/31/2018 | 12/31/2018 | 12/31/2019 | 12/31/2019 | 12/31/2020 | 9/30/2023 | 9/30/2023 | |||
5 | Month Ending | 11/30/2018 | 12/31/2018 | 5/31/2019 | 12/31/2019 | 12/31/2020 | 7/31/2023 | 8/31/2023 | |||
6 | Static | 3.50% | 3.50% | 3.50% | 3.50% | 3.50% | |||||
7 | Monthly Return | 5.00% | 6.00% | 7.00% | 8.00% | 9.99% | |||||
8 | |||||||||||
9 | |||||||||||
10 | YTD | 0.64% | 0.74% | 1.26% | 1.51% | 1.68% | |||||
11 | YTD Return | 6.66% | 7.00% | 8.00% | 8.88% | ||||||
12 | |||||||||||
13 | 1 Year Return | 7.00% | 8.00% | 1.11% | |||||||
Class1 |