Issues with using Searching, Filtering, Indexing, and Matches containing Partial Text

Steve454463

New Member
Joined
Feb 28, 2024
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hello All,

I'm currently trying to build a budgeting table for myself and i cant quite figure out what kind of formula is needed to solve the issue I ran into. I created an example, shown in the photo attached, of the type of scenario I am dealing with. The chart is a much bigger scale than what is provided and In my previous attempts at solving this I ran into my excel file almost crashing by using nested IF statements. I was hoping there would be an alternative shorter Index formula that's capable of doing this using the search, filter, index, match, etc,. formulas.

Here is the scenario in the photo provided, the "Categories" (A3:A5) listed on the left table, i.e. Travel, Utilities, etc., is intended to represent various categories for bills that include the key billing words, i.e. Airport, Bus, Taxi, etc., in each respective row. All of the Bills (G3:G11) contain one of the key words, i.e. "Airport" in "South Airport", and I want to search the entire table (B3:E5) and auto assign the Matching Category (H3:H11) based on the bills containing the same matching key word provided in that row. For example: The Matching Category for "Taxi Company X" (G8) is "Travel" (A3) and is displayed in cell H8 because it contains the word "Taxi" (D3).
 

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Upvote 0
Solved. Used nested IF statements with queries and connections to have a limited amount of formula crunching between tables when data is inputted.
 
Upvote 0

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