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Excel IF, VLOOKUP, THEN formula across multiple columns

Time:12-13

I have 4 columns that I need to compare to produce an output into a 5th column exampled below:

  • IF col1 = "Partner Opportunity" THEN
  • AND IF col2 <> "CLM Driven Lead" THEN
  • VLOOKUP(col3,col4:col4,1,FALSE)
  • RETURN IF MATCH "CLM Driven Lead" ELSE RETURN ""
col1 col2 col3 col4 col5
Partner Opportunity CLM Driven Lead Pete Frank
Partner Opportunity Mary David CLM Driven Lead
Frank Mary

So far I have tried a combination of different IFs, ORs, ANDs, VLOOKUPs etc. Below are the one's I feel I came the closest to what I am trying to achieve:

=IF(AY2="Partner Opportunity",IF(VLOOKUP(D2,BH:BH,1)=D2,"Update Lead Source to CLM Driven Lead",""),"")
=IF(AND(AY229="Partner Opportunity",R229<>"CLM Driven Lead"),IF(OR(ISNUMBER(MATCH(B229,BH:BH,0)))),"Change Lead Source to CLM Driven Lead","NO")

Any help is appreciated!

CodePudding user response:

Standard IF(AND())

=IF(AND(A2="Partner Opportunity",B2<>"CLM Driven Lead",ISNUMBER(MATCH(C2,D:D,0)))," CLM Driven Lead","")

MATCH will return a number if the match exists and an error if not. The ISNUMBER returns TRUE/FALSE.

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