1) Sheet LScal Q1=IF(ISERROR(INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),5)),MAX(A5:A7000),INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),5)) R1=IF(INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),4)=0,INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),2),INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),4)) Q2=IF(ISERROR(INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),5)),INDEX($A$5:$D$7000,MATCH(MAX(A5:A7000),$A$5:$A$7000,0),4),R1) E5 =IF(A5<>"",IF(D5<>"",D5,IF(ISERROR(INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),4)),IF(INDEX($AA$1:$AE$7000,MATCH(VALUE($V$1),$AA$1:$AA$7000,0),5)=A5,IF(INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),4)=0,INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),2),INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),4)),NA()),IF(INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),4)=0,INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),2),INDEX(NAVLS!$E$11:$H$6000,MATCH(A5,NAVLS!$E$11:$E$6000,0),4)) )),"") Then copy it down that column 3) Sheet fund U1 =IF(ISERROR(INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),5)),MAX(A9:A5000),INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),5)) V1 =IF(ISERROR(INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),2)),INDEX(A9:B5000,MATCH(MAX(A9:A5000),A9:A5000,0),2),IF(ISERROR(INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),4)),INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),2),INDEX(BE1:BI7000,MATCH(VALUE(T1),BE1:BE7000,0),4))) 4) Sheet Summary Unhide to go to Col V V4 =IF(L4=0,0,E4)/IF(L4=0,0,L4) Copy down to V125 AA4=IF(ISERROR(INDEX($AJ$1:$AO$7000,MATCH(VALUE(Z4),$AK$1:$AK$7000,0),3)),V4,INDEX($AJ$1:$AO$7000,MATCH(VALUE(Z4),$AK$1:$AK$7000,0),3)) Copy down to AA125 AB4=IF(ISERROR(INDEX($AJ$1:$AO$7000,MATCH(VALUE(Z4),$AK$1:$AK$7000,0),6)),C4,INDEX($AJ$1:$AO$7000,MATCH(VALUE(Z4),$AK$1:$AK$7000,0),6)) Copy down to AB125