Lookup Multiple Criteria Within Date Range

oscrmeyr6

New Member
Joined
Apr 3, 2023
Messages
2
Office Version
  1. 365
Platform
  1. Windows
Hi, I am trying to perform a many to one lookup of hourly rates over a period of date ranges. The goal here is to extract the Rate Cost Rate column from Table 2 and put that into Table 1 based on the Person User Name and date criteria. For example, the rate on ADOE between 01/01/2023 - 03/31/2023 should be 40 but 04/01/2023 until 12/31/2099 should be escalated to 45. So Table 1 would properly stated as it is hard coded below. I've found index match to be a useful tool here but not with multiple criteria restrictions on the lookup table versus values table. Any feedback would be appreciated.

-Tim

Table 1:
Table 1
1/31/2023​
2/28/2023​
3/31/2023​
4/30/2023​
5/31/2023​
6/30/2023​
7/31/2023​
8/31/2023​
9/30/2023​
10/31/2023​
11/30/2023​
12/31/2023​
A Doe404040454545454545454545
B Doe????????????
C Doe????????????

Table 2:
Person ActivePerson NamePerson User NameRate Bill RateRate Cost RateRate Begin DateRate End Date
YDoe, AADOE
0​
40​
1/1/20233/31/2023
YDoe, AADOE
0​
45​
4/1/202312/31/2099
YDoe, BBDOE
0​
70​
1/1/20232/28/2023
YDoe, BBDOE
0​
72.5​
3/1/202312/31/2099
YDoe, CCDOE
0​
85​
1/1/20231/31/2023
YDoe, CCDOE
0​
95​
2/28/202312/31/2099
 

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Office 365 customers have access to Waterfall charts since late 2016. They were added to Excel 2019.
Hi & welcome to MrExcel.
How about
Fluff.xlsm
ABCDEFGHIJKLM
1Table 131/01/202328/02/202331/03/202330/04/202331/05/202330/06/202331/07/202331/08/202330/09/202331/10/202330/11/202331/12/2023
2A Doe404040454545454545454545
3B Doe707072.572.572.572.572.572.572.572.572.572.5
4C Doe859595959595959595959595
5
6
7
8Person ActivePerson NamePerson User NameRate Bill RateRate Cost RateRate Begin DateRate End Date
9YDoe, AADOE04001/01/202331/03/2023
10YDoe, AADOE04501/04/202331/12/2099
11YDoe, BBDOE07001/01/202328/02/2023
12YDoe, BBDOE072.501/03/202331/12/2099
13YDoe, CCDOE08501/01/202331/01/2023
14YDoe, CCDOE09501/02/202331/12/2099
Main
Cell Formulas
RangeFormula
B2:M4B2=SUMPRODUCT(($C$9:$C$14=SUBSTITUTE($A2," ",""))*($F$9:$F$14<=B$1)*($G$9:$G$14>=B$1)*($E$9:$E$14))
 
Upvote 0
Solution
You;re welcome & thanks for the feedback.
 
Upvote 0

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