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Need Help with Lookup & Match Formula or Macro|General Excel Questions & Answers|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumGeneral Excel Questions & Answe…Need Help with Lookup & Match F…
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Need Help with Lookup & Match Formula or Macro
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David Gallegos

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March 27, 2021 - 4:21 am
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I need help with a formula or macro that will allow me to sum a column, based on matching the data in one column from data in another column, without using criteria based on a single cell... only criteria ranges.

Scenario:

When my crew go to cycle count our inventory, we come across wrapped pallets of completed kits. But I need to be able to ID the makeup of the completed kit by 3 different smaller kits, without tearing the wrap off of the pallets and counting them individually and then re-wrapping the pallet. The only other way to identify what’s in each pallet is to run a system generated report that breaks it all down based on the Pallet ID, then match it against the Pallet ID’s that are identified during the counts. I could do all of this manually, but it would take forever. I need something that will automate the totals for me.

So you have:

Column 1 (column to sum) = Quantity of each Kit Type (Kit A, Kit B, Kit C) (From the Report Pivot Table)

Column 2 = List of all Pallet ID's (from the Report Pivot Table)

Column 3 = The Identified Pallet ID during the cycle counts (Location Tabs)

I've tried various V-Lookups, Index/Match, If statements, combinations of all of these, and I find myself unable to figure this one out. If I can get some help on this, I would greatly appreciate it!!!

(see attachment for example spreadsheet)

 

Respectfully,

Dave

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Anders Sehlstedt
Eskilstuna, Sweden

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March 27, 2021 - 10:13 pm
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Hello,

Not sure why you separate the data as in your example, just makes things more difficult than needed.
Attached file shows one way to go about, I am using a helper column to bring in some needed data to your table. With the help of the extra column it is just an ordinary INDEX & MATCH lookup to find you want.

Hope it helps you forward in your work.

Br,
Anders

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Anders Sehlstedt
Eskilstuna, Sweden

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March 28, 2021 - 3:20 am
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Hello,

Had some spare time which I spent creating an example of using Pivot Tables instead.
Perhaps not fancier, but a lot more easier and gives you a dynamic update on new/altered data, just update the Pivot Table.

Br,
Anders

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David Gallegos

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March 31, 2021 - 1:11 am
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Thank you Anders... the layout is setup this way as part of a larger worksheet that automates all of my data from inventory cycle counts. I'm trying to create formulas that will automate/auto populate with just the refresh of specific pivot tables, in this case to match the kit that was counted to which pallet ID, so that I can determine the breakdown (from the pivot table) that will ultimately feed my summary tab.

I will give your examples a try and see how I can incorporate them with my summary tab.

Thank you so much!!
Dave

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