Sandy, my coworker uses a Excel template to book the bank records and upload them to SAP. However, this template was developed by someone, who left the company. As time goes by, content in the template are no longer applicable to all the entries. The template needs to be fixed and included updated items.
Although I've tried to fix a little bit during last month end reconciliation, that's only a temporary solution. Given myself a less intensive workday, I locked myself down and went into each tab and formula details in cells.
Index + Match function is more powerful and flexible than vlookup. It can access to multiple Lookups:
By giving below basic data:
Generate another view base on multiple matching criteria:
And filter out those records with blank:
I was stuck at the final step to activate the { }, I need to apply "ctrl+shift+enter".
Really appreciate my predecessor. He demonstrated a very good example how to use INDEX and MATCH together. It gave me a chance for a quick shot and earned my points!
