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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6 Responses to “Make VBA String Comparisons Case In-sensitive [Quick Tip]”

  1. Rick Rothstein (MVP - Excel) says:

    Another way to test if Target.Value equal a string constant without regard to letter casing is to use the StrCmp function...

    If StrComp("yes", Target.Value, vbTextCompare) = 0 Then
    ' Do something
    End If

    • Fares Al-Dhabbi says:

      That's a cool way to compare. i just converted my values to strings and used the above code to compare. worked nicely

      Thanks!

  2. Tim says:

    In case that option just needs to be used for a single comparison, you could use

    If InStr(1, "yes", Target.Value, vbTextCompare) Then
    'do something
    End If

    as well.

  3. Luke M says:

    Nice tip, thanks! I never even thought to think there might be an easier way.

  4. Cyril Z. says:

    Regarding Chronology of VB in general, the Option Compare pragma appears at the very beginning of VB, way before classes and objects arrive (with VB6 - around 2000).

    Today StrComp() and InStr() function offers a more local way to compare, fully object, thus more consistent with object programming (even if VB is still interpreted).

    My only question here is : "what if you want to binary compare locally with re-entering functions or concurrency (with events) ?". This will lead to a real nightmare and probably a big nasty mess to debug.

    By the way, congrats for you Millions/month visits 🙂

  5. Bhavik says:

    This is nice article.
    I used these examples to help my understanding. Even Instr is similar to Find but it can be case sensitive and also case insensitive.
    Hope the examples below help.

    Public Sub CaseSensitive2()

    If InStr(1, "Look in this string", "look", vbBinaryCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

    Public Sub CaseSensitive()

    If InStr("Look in this string", "look") = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub
    Public Sub NotCaseSensitive()
    'doing alot of case insensitive searching and whatnot, you can put Option Compare Text
    If InStr(1, "Look in this string", "look", vbTextCompare) = 0 Then
    MsgBox "woops, no match"
    Else
    MsgBox "at least one match"
    End If

    End Sub

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