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Help looking up a value based on a date and 2 other conditions

  1. #1
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    Help looking up a value based on a date and 2 other conditions

    Hello everyone,

    i hate having to bother anyone with this, but i just cant find a solution to this problem. Would really appreciate some help.

    what im trying to do is from a large database of employee contract elements changes, take info on what % of annual bonus was relevent on each month of 2014. As well as take info on the value of base salary that was valid for each month.

    On top of that, to manually calculate for persons whose data changed during 2014 (in the middle of month his bonus increased for example), i would also need the dates on which the change occured.

    In the example attached, there is example database in rows A3:F12
    There are 2 persons, with 2 unique IDs. There are listed two types of compensations/benefits (annual bonus, and base salary). Each entry, or change of those elements has a specific date.

    I would like to have a formula populate fields on the right side, marked yellow. Can someone please help me out.
    I have manually given the type of result im looking for.

    Ty for any kind of help you can give!
    Mateja
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    Re: Help looking up a value based on a date and 2 other conditions

    This is quite tricky as you have many variables.
    Just to start you off...
    I would add a helper column to the input table. e.g. column G, so G4 would become =A4&B4&UPPER(TEXT(C4,"mmmyyyy"))&" "&E4 (which would return 1001JohnMAR2013 05 Annual bonus) You would then need fairly simple index/match or vlookup formulas in all your (yellow) result cells e.g. for the example of cell L4, a lookup formula returning the same phrase, which can be concatenated using =I4&J4&L3&TEXT(L2,"yyyy")&" 05 Annual bonus".
    Last edited by timiop2011; 03-19-2015 at 03:33 PM.

  3. #3
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    Re: Help looking up a value based on a date and 2 other conditions

    thanx timiop.
    seems after a good night sleep i managed to find a functional solution. Will upload the working example in case someone else has a simmilar problem.

    Basically i just used a index, match functions, and nested a few if conditions inside match function. Nothing too crazy, but the down side is that excel (at least on my machine) takes a lot of time to process these formulas. Even more so if i transfer this to a 2000 row database

    anyway, thanx for help, and hope someone funds this usefull.

    cheers,
    Mateja
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