Filling in cells based on multiple criteria.

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Occasional Visitor

Hello, 

 

I am trying to take a report that is printed each month and have it search to see if the Client ID, Employee ID, Tax Code , and Agency match from last month and automatically populate the Status and Notes from the last month into the new month.

Last month: 

Arhawk79_0-1615305002299.png

This Month

Arhawk79_1-1615305066638.png

This way I am able to quickly look at the report and see what issues from last month haven't already been researched. 

 

I appreciate any help on this. I am stumped

1 Reply

Hi @Arhawk79 

 

You can achieve your requirements by adding a solver column in last month sheet and puting below formula in current month sheet:

=IFERROR(INDEX(Last!U:U,MATCH(CONCATENATE(B2,D2,G2,H2),Last!X:X,0),1),"")

 

A sample file is also attached for your reference.

Please let me know if it works for you.

 

Thanks

Tauqeer