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INDEX MATCH formula issue|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…INDEX MATCH formula issue
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INDEX MATCH formula issue
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Tom Borg
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Forum Posts: 11
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July 15, 2020
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October 28, 2020 - 4:27 am
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Sheet1, column A has the following info:

Rep Name
John Jones
Paul Smith
Kevin Korn
Brian Beede
Pam Person
Lois Lane
Brian Dudge
Pam Person
Annis Anaya
Chad Chu

A tab named List has the following info:

Advisor # Advisor Name
10 Kevin K Korn
59 Pam L Person
94 Brian C Dudge
140 Chad M Chu
286 John J Jones
307 Lois L Lane
320 Paul O Smith
384 Annis A Anaya
556 Brian X Beede

I want to match the names on Sheet1 with the names on List tab, and populate a Column on Sheet1 with the Advisor# on List tab.  Output should look like this:

John Jones 286
Paul Smith 320
Kevin Korn 10
Brian Beede 556
Pam Person 59
Lois Lane 307
Brian Dudge 94
Pam Person 59
Annis Anaya 384
Chad Chu 140

The formula I'm using is =INDEX(List!A:B,MATCH(A2,List!B:B,1),1).  But the result I get is like this:

John J Jones 286
Brian X Beede 556
John J Jones 286
Advisor Name Advisor
Lois L Lane 307
Lois L Lane 307
Brian C Dudge 94
Lois L Lane 307
Advisor Name Advisor
Brian C Dudge 94

As you can see, the names and numbers are not matching up.  Am I doing something wrong?

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Purfleet
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October 28, 2020 - 4:18 pm
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We really do need work book examples rather than pasted in data as we just waste time recreating the data you already have.

The issues you have is that you are not matching like for like and the format of the formula is slightly wrong

Brian Beede is not the same as Brian X Beede, so you are doing an appoximate match indicated by the 1 at the end of the match part of the formula, you need to clean up the lookup table to match the data.

You could do with flash fill which is the easist, althought not perfect with the names you have on here (quite a lot of alliteration!) or you could also do a formula like =LEFT(G2,SEARCH(" ",G2))&RIGHT(G2,LEN(G2)-SEARCH(" ",G2,SEARCH(" ",G2)+1)) if the names are all in the same format (first initial last)

Then the formula you only need the index to return what want to return which means you can also drop the column arguement

=INDEX(List!A:B,MATCH(A2,List!B:B,1),1)

Would be

=INDEX(List!A:A,MATCH(A2,List!B:B,1))

but then you also need an exsact match with the clean lookup table so it ends up as

=INDEX(List!A:A,MATCH(A2,List!B:B,0))

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Tom Borg
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October 29, 2020 - 12:28 am
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Thank you.  I will apply your solution and advise.  It is true that my data table is entirely first initial last, with a few suffixes (Jr., III, etc.) and a few hyphenated last names, but I can clean those up manually if needed.  And the data has a lot less alliteration than my sample! I apologize for forcing you to recreate my sample, and will try to be more sensitive to that in the future.

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