How to Look up Based on Multiple Conditions

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This article is part of our VLOOKUP Week. Read more.

Situation

Not always we want to lookup values based on one search parameter. For eg. Imagine you have data like below and you want to find how much sales Joseph made in January 2007 in North region for product “Fast car”?

Data:

Data for this Example -Looing up Based on More than One Value

Solution

Simple, use your index finger to scan the list and find the match 😉

Of course, that wouldn’t be scalable. Plus, you may want to put your index finger to better use, like typing . So, lets come up with some formulas that do this for us.

You can extract items from a table that match multiple criteria in multiple ways. See the examples to understand the techniques:

Using SUMIFS Formula [help]
Formula =SUMIFS(lstSales, lstSalesman,valSalesman, lstMonths,valMonth, lstRegion,valRegion, lstProduct,valProduct)
Result 1592
Using SUMPRODUCT Formula [help]
Formula =SUMPRODUCT(lstSales,(lstSalesman=valSalesman)*(lstMonths=valMonth)*(lstRegion=valRegion)* (lstProduct=valProduct))
Result 1592
Using INDEX & Match Formulas (Array Formula) [help]
Formula {=INDEX(lstSales,MATCH(valSalesman&valMonth&valRegion&valProduct, lstSalesman&lstMonths&lstRegion&lstProduct,0))}
Result 1592
Using VLOOKUP Formula [help]
Formula =VLOOKUP(valMonth&valSalesman&valRegion&valProduct,tblData2,7,FALSE)
Result 1592
Conditions: A helper column that concatenates month, salesman, region & product in the left most column of tblData2
Using SUM (Array Formula) [help]
Formula {=SUM(lstSales*(lstSalesman=valSalesman)*(lstMonths=valMonth)* (lstRegion=valRegion)*(lstProduct=valProduct))}
Result 1592

Sample File

Download Example File – Looking up Based on More than One Value

Go ahead and download the file. It also has some homework for you to practice these formula tricks.

Also checkout the examples Vinod has prepared.

Special Thanks to

Rohit1409, dan l, John, Godzilla, Vinod

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13 Responses to “Data Validation using an Unsorted column with Duplicate Entries as a Source List”

  1. Vipul says:

    Pivot Table will involve manual intervention; hence I prefer to use the 'countif remove duplicate trick' along with 'text sorting formula trick; then using the offset with len to name the final range for validation.

  2. Rich says:

    if using the pivot table, set the sort to Ascending, so the list in the validation cell comes back alphabetically.

  3. Kieranz says:

    Hui: Brillant neat idea.
    Vipul: I am intrigued by what you are saying. Please is it possible to show us how it can be done, because as u said Hui's method requires user intervention.
    Thks to PHD and all
    K

  4. sam says:

    Table names dont work directly inside Data validation.
    You will have to define a name and point it to the table name and then use the name inside validation
    Eg MyClient : Refers to :=Table1[Client]
    And then in the list validation say = MyClient

  5. Vipul says:

    Kieranz,
    Pls download the sample here http://cid-e98339d969073094.skydrive.live.com/self.aspx/.Public/data-validation-unsorted-list-example.xls
    Off course there are many other ways of doing the same and integrating the formulae in multiple columns into one.

  6. Vipul says:

    Pls refer to column FGHI in that file. Cell G4 is where my validation is.

  7. Kieranz says:

    Vipul:
    Many thks, will study it latter.
    Rgds
    K

  8. [...] to chandoo for the idea of getting unique list using Pivot tables.  What we do is that create a pivot table [...]

  9. Playercharlie says:

    @Vipul:

    Thanks, that was awesome! 🙂

  10. Vipul says:

    @Playercharlie Happy to hear that 🙂

  11. Enrique says:

    Great contribution, Hui. Solved a problem of many years!

  12. FARIS says:

    Thanks to you, A LOT

  13. Mohamed says:

    Hi Hui,
    Greeting
    hope you are doing well.
    I'm interested to send you a private vba excel file which i need to show detail of pivot in new workbook instead of showing in same workbook as new sheet.

    Please contact me on muhammed.ye@gmail.com

    Best Regards

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