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I know many questions have been asked for using INDEX and MATCH with criteria and returning a unique list without duplicates. And I have that much working. But I ran into a problem.

Here is my data:

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Here is the list i uniquely generate:

enter image description here

The problem is, it skips Tom Smith because it thinks that Smith, Tom is a duplicate so it removes it. This is a problem. Here is the formula I'm using:

=INDEX('C:\path\to\file\[schedule sample.xlsx]Sheet1'!$B$2:$B$108, MATCH(0, COUNTIF($A$2:A2, 'C:\path\to\file\[schedule sample.xlsx]Sheet1'!$B$2:$B$108), 0))

how do I prevent the problem of excluding names if only column B matches?

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You need to use a concatenation of all relevant columns for the comparison.

For the given example, this result in rather complicated formulas, I am afraid. That's why Excel has a function in the filtering where it does exactly this (check 'unique').

With formulas, you would need to put into E2 =B2&'|'&C2&'|'&D2 and copy it down. Then you run your whole copy-to-another-sheet logic on the E2 column only, and in the target sheet, split the string again at the '|' into three columns.

Depending on your limitations and requirements, it could be much easier to instead simply run the 'unique' filter on that E column, and get the result in the F column for wahtever you want to do with it. This is an action everytime data changes though; if you want it to work 'magically' through the formulas, you will need the more complex approach.

  • thanks for taking the time to lay this out. I get what you're saying about concatenation, I'll look how to incorporate it. I am well aware of the unique filter function but wanted something more automated. – William May 17 '16 at 12:03

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