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Trouble with Lookup/Index/Match with multiple conditions.
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Hello,
I'm having a hell of a time trying to derive a function that will pull the "Total Assets" for each customer given the following criteria.
- Latest date by year
- If a customer has two of the same dates, use the largest Balance Sheet ID.
I have included a screenshot with sample data and the desired result. Let me know if you can help. Thank You.
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