Forum Discussion
VLOOKUP help required
You're dealing with a multi-criteria lookup, which is a common challenge in Excel. Let me help you understand your options.
The Problem
You need to look up a value based on three criteria:
- Category (from the Project Lifecycle)
- Project Element (e.g., Personnel, R&D, Infrastructure)
- Score (1-5)
Then apply the appropriate weighting factor to calculate a weighted score.
Recommended Solution: INDEX/MATCH with Multiple Criteria
For multi-criteria lookups, INDEX/MATCH (or the newer XLOOKUP if you have Microsoft 365) is more flexible than nested VLOOKUPs.
Option 1: INDEX/MATCH with Array Formula
Assuming your Lookup Table 2 is in a range where:
- Column A = Category
- Column B = Project Element
- Column C = Score
- Column D = Output Value
- Column E = Weighting
excel
=INDEX(WeightingColumn, MATCH(1, (CategoryColumn=YourCategory)*(ElementColumn=YourElement)*(ScoreColumn=YourScore), 0))
Example (adjust cell references to your actual layout):
excel
=INDEX($E$2:$E$100, MATCH(1, ($A$2:$A$100=CategoryCell)*($B$2:$B$100=ElementCell)*($C$2:$C$100=ScoreCell), 0))
Note: In older Excel versions, press Ctrl+Shift+Enter to enter this as an array formula. In Excel 365/2019+, just press Enter.
Option 2: SUMPRODUCT (No Array Entry Needed)
excel
=SUMPRODUCT(($A$2:$A$100=CategoryCell)*($B$2:$B$100=ElementCell)*($C$2:$C$100=ScoreCell)*($E$2:$E$100))
Option 3: XLOOKUP with Concatenation (Excel 365/2019+)
Create a helper column in your lookup table that concatenates Category + Element + Score, then use:
excel
=XLOOKUP(CategoryCell&ElementCell&ScoreCell, HelperColumn, WeightingColumn, "Not Found")
Calculating the Weighted Score
Once you retrieve the weighting factor, multiply it by the score:
excel
=ScoreCell * [Weighting Formula from above]
Or combine it all in one formula:
excel
=ScoreCell * INDEX($E$2:$E$100, MATCH(1, ($A$2:$A$100=CategoryCell)*($B$2:$B$100=ElementCell)*($C$2:$C$100=ScoreCell), 0))
Quick Comparison
| Method | Pros | Cons |
|---|---|---|
| INDEX/MATCH | Flexible, handles multiple criteria | Slightly complex syntax |
| SUMPRODUCT | No Ctrl+Shift+Enter needed | Returns 0 if no match (not an error) |
| XLOOKUP | Clean syntax, easy to read | Only available in newer Excel |
| Nested VLOOKUP | Familiar | Gets messy with 3+ criteria, less efficient |
My Recommendation
Use INDEX/MATCH with multiple criteria — it's the most robust solution for your scenario and works across most Excel versions.