{"id":1562,"date":"2015-08-18T18:24:02","date_gmt":"2015-08-18T16:24:02","guid":{"rendered":"https:\/\/www.myexcelonline.com\/?p=1562"},"modified":"2024-06-06T20:49:51","modified_gmt":"2024-06-06T18:49:51","slug":"index-match-2-criteria-with-data-validation-in-excel","status":"publish","type":"post","link":"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/index-match-2-criteria-with-data-validation-in-excel\/","title":{"rendered":"Index Match 2 Criteria with Data Validation"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><em><strong>What does it do? <\/strong><\/em><\/p>\n<p>Searches the row position of a value\/text in one column (using the MATCH function)\u00a0and returns the value\/text in the same row position from another column to the left or right (using the INDEX function)<\/p>\n<p><em><strong>Formula breakdown: <\/strong><\/em><\/p>\n<p>=INDEX(<span style=\"color: #0000ff\">array<\/span>,\u00a0<span style=\"color: #ff6600\">MATCH(lookup_value, lookup_array, [match_type]<\/span>)<\/p>\n<p><em><strong>What it means: <\/strong><\/em><\/p>\n<p>=INDEX(<span style=\"color: #0000ff\">return the value\/text<\/span>,\u00a0<span style=\"color: #ff6600\">MATCH(from the row position of this value\/text)<\/span>)<\/p>\n<hr \/>\n<p>We can use the <strong>INDEX-MATCH<\/strong> formula and combine it <a href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/extract-cell-value\/\" target=\"_blank\" rel=\"noopener\">with Data Validation<\/a> drop down menus to return a value based on 2 criteria.<\/p>\n<p>This is a little advanced so you will need to drop what you are doing and really focus.\u00a0 Let&#8217;s go&#8230;<\/p>\n<p>First we need to convert our data into an Excel Table by pressing Ctrl+T<\/p>\n<p><span style=\"color: #0000ff\"><a style=\"color: #0000ff\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/how-to-insert-an-excel-table\/\" target=\"_blank\" rel=\"noopener noreferrer\">See tutorial on how to convert to an Excel Table here<\/a><\/span><\/p>\n<p>We then create drop down menus for our <em>Sales Rep<\/em> column and another one for our <em>Units\/Sales\/Avg Sale<\/em> column names<\/p>\n<p><span style=\"color: #0000ff\"><a style=\"color: #0000ff\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/drop-down-list-with-data-validation\/\" target=\"_blank\" rel=\"noopener noreferrer\">See tutorial on how to insert drop down menus here<\/a><\/span><\/p>\n<p>Once the above are done we need to create our formula.<\/p>\n<p><br \/>\n<iframe src=\"https:\/\/www.youtube.com\/embed\/hqDu7qV5T_E?rel=0 \" width=\"800\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"width: 0px;overflow: hidden;line-height: 0\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p><a href=\"https:\/\/www.youtube.com\/c\/MyExcelOnlinecomtutorials?sub_confirmation=1\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" class=\"alignmiddle wp-image-111468 size-full\" style=\"vertical-align: middle\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2019\/04\/1.yt_.png\" alt=\"\" title=\"\"><\/a><\/p>\n<p>Download the workbook below to practice this method.<\/p>\n<div class=\"after-post-box\">\n<p class=\"line-two\"><a class=\"IRPP_minimalist icon-download button small\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/Index-Match-Data-Validation.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\" data-leadbox=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/Index-Match-Data-Validation.xlsx\" data-leadbox-id=\"147284833f72a2:12f08263ab46dc\"><span class=\"ctaText px-3 text-capitalize\">Download excel workbook<i class=\"fa fa-download\"><\/i><\/span><span class=\"postTitle px-3\">Index-Match-Data-Validation.xlsx<\/span><\/a><\/p>\n<\/div>\n<p><span style=\"color: #ff0000\"><strong>STEP 1:<\/strong><\/span>\u00a0 We need to nest an <strong>INDIRECT<\/strong> function within the <strong>INDEX<\/strong> function and reference the Metric cell name (H14) with our Table name (Table1):<\/p>\n<h2 style=\"text-align: center\"><span style=\"color: #0000ff\"><strong>=INDEX(INDIRECT(&#8220;Table1[&#8220;&amp;H14&amp;&#8221;]&#8221;),<\/strong><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Index Match 2 Criteria with Data Validation\" class=\"aligncenter size-full wp-image-10411\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-1.jpg\" alt=\"Index Match 2 Criteria with Data Validation\" width=\"1006\" height=\"335\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-1.jpg 1006w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-1-300x100.jpg 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-1-768x256.jpg 768w\" sizes=\"(max-width: 1006px) 100vw, 1006px\" \/><\/p>\n<p>This will give us our dynamic column name within the Excel Table.<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #ff0000\"><strong>STEP 2:\u00a0<\/strong><\/span>We need to lookup our <strong>Sales Rep<\/strong> within the Sales Rep column table:<\/p>\n<h2 style=\"text-align: center\"><span style=\"color: #000000\"><strong>=INDEX(INDIRECT(&#8220;Table1[&#8220;&amp;H14&amp;&#8221;]&#8221;),\u00a0<\/strong><\/span><\/h2>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_57_1 counter-flat ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li><a href=\"#\" class=\"scroll-to-download\">Free Practice Workbook<\/a><\/li><li class='ez-toc-page-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/index-match-2-criteria-with-data-validation-in-excel\/#MATCHG14Table1SALES_REP0\" title=\"MATCH(G14,Table1[SALES REP],0))\">MATCH(G14,Table1[SALES REP],0))<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"text-align: center\"><span class=\"ez-toc-section\" id=\"MATCHG14Table1SALES_REP0\"><\/span><span style=\"color: #0000ff\"><strong>MATCH(G14,Table1[SALES REP],0))<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Index Match 2 Criteria with Data Validation\" class=\"aligncenter size-full wp-image-10412\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-2.jpg\" alt=\"Index Match 2 Criteria with Data Validation\" width=\"1061\" height=\"354\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-2.jpg 1061w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-2-300x100.jpg 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-2-1024x342.jpg 1024w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-2-768x256.jpg 768w\" sizes=\"(max-width: 1061px) 100vw, 1061px\" \/><\/p>\n<p>So by combining these <a class=\"wpil_keyword_link\" href=\"https:\/\/www.myexcelonline.com\/meo-staging\/blog\/top-excel-formulas-function-examples-to-get-better-at-microsoft-excel\/\" target=\"_blank\" rel=\"noopener\" title=\"formulas\" data-wpil-keyword-link=\"linked\">formulas<\/a> we can choose two criteria (Sales Rep &amp; Metric name) to return the respective value.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" title=\"Index Match 2 Criteria with Data Validation\" class=\"aligncenter size-full wp-image-10413\" src=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-3.jpg\" alt=\"Index Match 2 Criteria with Data Validation\" width=\"1004\" height=\"334\" srcset=\"https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-3.jpg 1004w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-3-300x100.jpg 300w, https:\/\/www.myexcelonline.com\/meo-staging\/wp-content\/uploads\/2015\/08\/index-2-match-3-768x255.jpg 768w\" sizes=\"(max-width: 1004px) 100vw, 1004px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #0000ff\"><strong>How to Index Match 2 Criteria with Data Validation in Excel<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; What does it do? Searches the row position of a value\/text in one column (using the MATCH function)\u00a0and returns the value\/text in the same row position from another column to the left or right (using the INDEX function) Formula breakdown: =INDEX(array,\u00a0MATCH(lookup_value, lookup_array, [match_type]) What it means: =INDEX(return the value\/text,\u00a0MATCH(from the row position of this [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":17225,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"Index Match 2 Criteria with Data Validation","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"om_disable_all_campaigns":false},"categories":[11,3,277,280],"tags":[43,79],"acf":[],"_links":{"self":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/1562"}],"collection":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/comments?post=1562"}],"version-history":[{"count":0,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/posts\/1562\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media\/17225"}],"wp:attachment":[{"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/media?parent=1562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/categories?post=1562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.myexcelonline.com\/meo-staging\/wp-json\/wp\/v2\/tags?post=1562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}