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pulling data that meets two criteria but with the same date

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    pulling data that meets two criteria but with the same date

    Hello all, first time poster.

    I've searched this question but can never get the exact answer I am seeking. My knowledge of Excel is a bit limited to reach the answer, so I'm looking to you guys.

    I have attached an Excel workbook that contains my issue. I am trying to pull data from the "Insurance Data," tab to be filled into the correct cells in my summary tab.

    The issue I am having is pulling all of the Insurances that meet the date requirements in the rows section on my summary page. It seems I have two issues, for example:

    1) Cell B2 should show $50 and it does. However, cell B3 should show $40 and it is not.

    I understand that I need to create a formula that only pulls data is if meets two criteria, but I do not know how to create a formula like this. In the past I created two index match formulas then put them into a sumif formula, but I feel this route may lead to errors and is cumbersome.

    2) Insurance 8 has two amounts for the same data (11/9/2013). How do I set up a formula to add together all of the amounts that are on the same date, then return that total to the correct cell on my summary sheet?

    I do not know where to begin with this issue. Upon looking up similar questions from users I have noticed the sumproduct formula being used frequently, though I am not sure how to implement the sumproduct formula in combination with other formulas to reach my desired result.

    Any help would be greatly appreciated. Please let me know if I need to clarify my question.

    Thank you for your time.
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    Forum Guru AlKey's Avatar
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    Re: pulling data that meets two criteria but with the same date

    Please see attached file.
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    Re: pulling data that meets two criteria but with the same date

    Wow! AlKey, you make this look so easy . My only question is for cell H8. $55 should be showing based on the Insurance data, but it is showing $0.

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    Re: pulling data that meets two criteria but with the same date

    Quote Originally Posted by philip.michael.smith View Post
    Wow! AlKey, you make this look so easy . My only question is for cell H8. $55 should be showing based on the Insurance data, but it is showing $0.
    This is because there is a space at the end of the Insurance 7 on the Insurance Data. Just remove it and the correct data will show up.

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    Re: pulling data that meets two criteria but with the same date

    Great!! Thanks for the quick solution!

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    Re: pulling data that meets two criteria but with the same date

    Great!! Thanks for the quick answer!

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    Re: pulling data that meets two criteria but with the same date

    You're welcome and thank you for the feedback!

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