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VLOOKUP(), INDEX(), OFFSET() and MATCH() Question

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  1. #1
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    Excel 2007
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    VLOOKUP(), INDEX(), OFFSET() and MATCH() Question

    Hello All,

    I am a little confused about the proper use of VLOOKUP(), INDEX(), OFFSET() and MATCH() functions and cannot get a rather simple task to work property. I have, on WorkSheet2 an amortization schedule, which has the following columns:

    [Date] [Payment] [Interest] [Principle] [NewBalance]

    The array containing the amortization schedule is A2:E50 on WorkSheet2.

    On WorkSheet1 I have a cell, let's call it A1, that contains an beginning date. I would like to, in a different cell, sum the [Interest] cells corresponding with the beginning date down 12 dates (essentially summing the 12 interest payments commencing at the Beginning Date).

    Any help would be greatly appreciated.

    Concrete Example:
    
    WorkSheet1
    
    01-Jan-12   < User Input
    $12,000     <- What Formula Would Go Here??
    
    Worksheet2
    Date        Payment   Interest    Principle   New Balance
    1-Jan-11    $2000     $1000       $1000       $100,000
    1-Feb-11    $2000     $1000       $1000       $99,000
    1-Mar-11    $2000     $1000       $1000       $98,000
    1-Apr-11    $2000     $1000       $1000       $97,000
    1-May-11    $2000     $1000       $1000       $96,000
    1-Jun-11    $2000     $1000       $1000       $95,000
    1-Jul-11    $2000     $1000       $1000       $94,000
    1-Aug-11    $2000     $1000       $1000       $93,000
    1-Sep-11    $2000     $1000       $1000       $92,000
    1-Oct-11    $2000     $1000       $1000       $91,000
    1-Nov-11    $2000     $1000       $1000       $90,000
    1-Dec-11    $2000     $1000       $1000       $89,000
    1-Jan-12    $2000     $1000       $1000       $88,000     <- Start Sum in Column 3 Here
    1-Feb-12    $2000     $1000       $1000       $87,000
    1-Mar-12    $2000     $1000       $1000       $86,000
    1-Apr-12    $2000     $1000       $1000       $85,000
    1-May-12    $2000     $1000       $1000       $84,000
    1-Jun-12    $2000     $1000       $1000       $83,000
    1-Jul-12    $2000     $1000       $1000       $82,000
    1-Aug-12    $2000     $1000       $1000       $81,000
    1-Sep-12    $2000     $1000       $1000       $80,000
    1-Oct-12    $2000     $1000       $1000       $79,000
    1-Nov-12    $2000     $1000       $1000       $78,000
    1-Dec-12    $2000     $1000       $1000       $77,000     <- End Sum in Column 3 Here
    1-Jan-13    $2000     $1000       $1000       $76,000
    1-Feb-13    $2000     $1000       $1000       $75,000
    1-Mar-13    $2000     $1000       $1000       $74,000
    1-Apr-13    $2000     $1000       $1000       $73,000
    1-May-13    $2000     $1000       $1000       $72,000
    1-Jun-13    $2000     $1000       $1000       $71,000
    1-Jul-13    $2000     $1000       $1000       $70,000
    1-Aug-13    $2000     $1000       $1000       $69,000
    1-Sep-13    $2000     $1000       $1000       $68,000
    1-Oct-13    $2000     $1000       $1000       $67,000
    1-Nov-13    $2000     $1000       $1000       $66,000
    1-Dec-13    $2000     $1000       $1000       $65,000
    Last edited by Paddon; 11-03-2011 at 12:37 PM.

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: VLOOKUP(), INDEX(), OFFSET() and MATCH() Question

    Hi Paddon,

    See if this works for you.
    =SUM(INDIRECT("Sheet2!C" & MATCH(A2,Sheet2!A:A,0) & ":C" &  MATCH(A2,Sheet2!A:A,0) +11))
    see the attached to change the Input date value.
    Attached Files Attached Files
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
    Registered User
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    Re: VLOOKUP(), INDEX(), OFFSET() and MATCH() Question

    Hi Marvin,

    Your example worked perfectly. I discovered, in the process of trying to implement it, that having spaces in my actual worksheet name was a bad idea.

    I was also able to pinpoint how I was incorrectly using MATCH() so thank you very much for that. In the future I will be more armed to deal with this sort of problem.

    Cheers
    Paddon

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