Hi - I have a excel workbook where in one tab I have several cols of data that includes accident date, account number. On another tab I have cols of data that include account number, plan effective date and plan expiration date and then a deductible col. What I need excel to do is look up the accident date and account number on the one tab and go to the second tab and find the appropriate plan effective date and account number and return the appropriate deductible dollar amount. I can do a vlookup but it will only return the first deductible listed for each account number. Certain accounts have different deductible amounts depending on the year. Any help would be appreciated...Thanks
There are a number of solutions for this. The simplest is to use the SUMIF function on the data tab. This takes threes values =SUMIF(range, criteria, sum range). The range would be the account number column, the criteria would be a cell with the desired account number, and the sum range would be the column of deductible amounts. Another approach would be to create a pivot table report from the data tab with sum totals of deductibel amount by account number.