We can use the INDEX-MATCH formula and combine it with Data Validation drop down menus to return a value based on 2 criteria.

This is a little advanced so you will need to drop what you are doing and really focus.  Let’s go…

First we need to convert our data into an Excel Table by pressing Ctrl+T

See tutorial on how to convert to an Excel Table here

We then create drop down menus for our Sales Rep column and another one for our Units/Sales/Avg Sale column names

See tutorial on how to insert drop down menus here

Once the above are done we need to create our formula.


We need to nest an INDIRECT function within the INDEX function and reference the Metric cell name (H14) with our Table name (Table1): =INDEX(INDIRECT(“Table1[“&H14&”]”),

This will give us our dynamic column name within the Excel Table.


We need to lookup our Sales Rep within the Sales Rep column table: MATCH(G14,Table1[SALES REP],0))

So by combining these formulas we can choose two criterias (Sales Rep & Metric name) to return the respective value.

Download the workbook below to practice this method.


Index-Match - Data Validation


How to Combine VLOOKUP and IFERROR to Replace the #N/A Error in Excel


If you like this Excel tip, please share itEmail this to someone


Pin on Pinterest


Share on Facebook


Tweet about this on Twitter


Share on LinkedIn


Share on Google+


Related Posts

Advanced SUMPRODUCT Function: Conditional Date If you want to find out the total sales for a particular month, then the SUMPRODUCT function is your answer.  You can create a criteria for a specific date range, a particular month or a year. In the example below I show you how to use the SUMPRODUCT function to sum up the tot...
Excel Subtotal Function – Include Hidden Val... What does it do? It returns a Subtotal in a list or database Formula breakdown: =SUBTOTAL(function_num, ref1) What it means: =SUBTOTAL(function number 1-11 includes manually-hidden rows & 101-111 excludes them, your list or range of data) ***Go to the bottom...
Advanced SUMPRODUCT Function: Maximum Sales What makes the SUMPRODUCT function even more powerful is its ability to nest formulas, or in simple terms, add another function within the SUMPRODUCT function. Instead of getting the Total Sales for a region, we can extract the Maximum sales value simply by entering the MAX fu...
Sum a Range Using the INDEX Function You can sum a range of values within a table using the INDEX function in Excel.  This is valuable when you want to extract key metrics from a table and put them in an Excel Dashboard. To make this work you firstly need to start your Excel formula with the SUM function foll...