Intersection of column and row based on value match

MrSamExcel

Board Regular
Joined
Apr 6, 2016
Messages
50
Office Version
  1. 365
  2. 2021
Platform
  1. 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.

Intersection of column and row based on text matches.xlsx
ABC
112/31/201912/31/2020
2YTD Return6.66%7.00%
Formula

Intersection of column and row based on text matches.xlsx
ABCDEFGHI
1Class1
2Date
3
4Quarter Ending12/31/201812/31/201812/31/201912/31/201912/31/20209/30/20239/30/2023
5Month Ending11/30/201812/31/20185/31/201912/31/201912/31/20207/31/20238/31/2023
6Static3.50%3.50%3.50%3.50%3.50%
7Monthly Return5.00%6.00%7.00%8.00%9.99%
8
9
10YTD0.64%0.74%1.26%1.51%1.68%
11YTD Return6.66%7.00%8.00%8.88%
12
131 Year Return7.00%8.00%1.11%
Class1
 

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Book1
ABC
112/31/201912/31/2020
2YTD Return6.66%7.00%
Formula
Cell Formulas
RangeFormula
B2:C2B2=INDEX(Class1!$C$11:$HK$11,MATCH(B1,Class1!$C$5:$HK$5,0))
 
Upvote 0
B2=INDEX(Class1!$C$11:$HK$11,MATCH(B1,Class1!$C$5:$HK$5,0))
Thanks for your response, but this formula appears to have similar limitations as my original in that it requires the user to manually specify rows -- in this case 11 and 5. Is there a different approach that can look up rows/cells using text match for "YTD Return" with Month Ending date match 12/31/2019?
 
Upvote 0
How about
Excel Formula:
=INDEX(Class1!$A$1:$HK$5000,MATCH($A2,Class1!$A1:$A5000,0),MATCH(B$1,INDEX(Class1!$A$1:$HK$5000,MATCH("Month Ending",Class1!$A$1:$A$5000,0),0),0))
 
Upvote 1
Solution

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