Way over my skies with indexing, aggregates and multiple criteria!

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Execu2v

New Member
Joined
Dec 27, 2022
Messages
4
Office Version
  1. 365
Platform
  1. Windows
PROBLEM: I am attempting to make customer lists and can't figure out how to include multiple customers that meet the required 3-part criteria. The goal: "simple" lists of cust names ranked by revenue variance. I have the Rank, and $Varience calculations done, but stumped from there. -- A newbie with indexing and aggregate functions, my formula attempts thus far only show the first listing that meets the $Variance critera (not always the right CustType). Is there a multi-critera formula (for field 3 below) that will 1) key to the variance amount, 2) filter/require the right customer type, AND 3) show multiple CustNames that share same segment AND variance amount?

The Goal: Lists by ranked sales variance for customers by Type IDs.
CustType | Rank | $Variance | CustName

(Simplified) The source data fields:
A:A Customer Name
B:B Customer Type (four segments, A, B, C and D)
C:C Sales Variance.

Really struggling here. Any/all genius help appreciated!
 

Excel Facts

Lock one reference in a formula
Need 1 part of a formula to always point to the same range? use $ signs: $V$2:$Z$99 will always point to V2:Z99, even after copying
It would help if you would post a small sample and the expected result.
You may want to look at the FILTER function. Something like below.

Book2
ABCDEFG
1Cust NameTypeVarSearchTypeVar <=
2Name1A10NameA15
3Name2B20Name1
4Name3C30Name9
5Name4D40Name13
6Name5A20
7Name6B20
8Name7C30
9Name8D40
10Name9A10
11Name10B20
12Name11C30
13Name12D40
14Name13A10
15Name14B20
Sheet1
Cell Formulas
RangeFormula
E3:E5E3=FILTER($A$2:$A$15,($B$2:$B$15=$F$2)*($C$2:$C$15<=$G$2),"No Match")
Dynamic array formulas.
 
Upvote 0
AhoyNC, thank you for taking time to review and for the recommendation. The data posting protocol was as daunting as the original problem, however your Filter suggestion helped direct me to a workable end. I used =UNIQUE(FILTER($H$2:$H$3042,($DV$5=$AF$2:$AF$3042) * (DU8=$AE$2:$AE$3042))). It allowed me to use multiple criteria while also seeing multiple entities that shared criterial. ... The new SPILL error was another hurdle to over come? Again, I appreciate your want to help others. Impressive.
 
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