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lookup with multiple conditions (AND and OR)

  1. #1
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    lookup with multiple conditions (AND and OR)

    I need to create a lookup in a table where I need to match one value in one column and another value in one of two columns (boolean: A * (B+C)). I have tried to attached an example.

    I have tried using an INDEX MATCH formula, which works, unless the client name is not unique.

    Any idea how I can do this, so it will work with not unique names? (The combination of name and item is always unique)
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    Re: lookup with multiple conditions (AND and OR)

    Have you considered adding a couple of helper columns to create a pair of composite name/value text strings? =[@Client]&[@[Item 1]] and =[@Client]&[@[Item 2]]
    You then have a pair of columns containing unique values which you can index/match easily, as in the attached.
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    Re: lookup with multiple conditions (AND and OR)

    No I had not considered that, but that seems to work. Thank you so much for you help, I knew there had to be a way to do this. I really appreciate your help.

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