copy data from sheet to another based on multiple criteria

[MKLAQ]

hi experts

this is the first post and I know what I request is very huge and may be very complicated but honestly, what I see in this forum there are many members help each other and I have no experience about the vba so what I want I have sheet contains many data for many customers and I have another sheet this should show the result for many standards

1 if I select the only from cell a1 the name should bring the data for this name from sheet "process

2 if I select the the cell a1 & a3 , b3 then bring all of the for this name which locates between two dates

3 if I select only a3,b3 then brings all of data for many names which locates between two dates

4 if I the cells a1,a2,a3 are empty should bring all of data

this is general explanation but I have more details in the file and how shows the result and how bring the values and calculate

if the explanation is not clear I'm ready to make clear more
I put simple sample in sheet "result" to understand how is the result
Microsoft OneDrive - Access files anywhere. Create docs with free Office Online.

thanks in advance

 

[MKLAQ]

so if you don't understand me please inform me

 

[mumps]

Do you want to bring back the balances from the BALANCES sheet only if the client already exists on the results sheet?

 

[MKLAQ]

yes to understand more this balances are from past year should transfer to add them to in currently year

 

[mumps]

OK, but do you want to add the balances the first time you select a client or only after the client has already been selected once and then you select the same client again?

 

[MKLAQ]

add the balances the first time directly when I select the client then show and if there are updating then should just show the updating data

 

[mumps]

if there are updating then should just show the updating data

Do you mean that if you update the balance in the BALANCE sheet, you want to update the balance on the result sheet?

 

[MKLAQ]

no no ! what I mean the updating if add a new data or changing in sheet "process " the updating is relating in sheet "process" to showing in sheet result when I search a client

 

[mumps]

Click here for the file.

 

[MKLAQ]

thanks and I appreciate for your effort but unfortunately about the balance it brings the date and client name and client number but it doesn't bring the value also if I select specific client it brings data but if I update the same name like add a new data or change in sheet "process" it doesn't updating when search again the same client in sheet"result"

 

[mumps]

it doesn't bring the value

What value do you want to bring from the BALANCES sheet and where on the result sheet do you want to paste it?

if I update the same name like add a new data or change in sheet "process" it doesn't updating when search again the same client in sheet"result"

I selected Sanny in A1 and clicked the "Copy Data" button and this was the result:

MKLAQ-3.xlsm
	A	B	C	D	E	F	G	H
1	SANNY
2	FROM DATE	TO DATE
3
4	FIRST	DEBIT	CREDIT	BALANCE	case
5	0	2500	3000	-500	-500
6
7	DATE	INVOICE NUMBER	CLIENT NUMBER	CLIENT NAME	DESCRIBE	CONDITION	DEBIT	CREDIT
8	12/31/2017		CLBS-1003	SANNY
9	1/18/2018	SAL-TR-103	CLBS-1003	SANNY	INVOICE SELLENG	DEFERRED PAYMENT	2500
10	1/20/2018	SAL-TR-103	CLBS-1005	SANNY	PECEIPT VOUCHER 120002	PAID		3000
11	BALANCE							-500
result

Then I added another row of data for SANNY and clicked the button and the result was this:

MKLAQ-3.xlsm
	A	B	C	D	E	F	G	H
1	SANNY
2	FROM DATE	TO DATE
3
4	FIRST	DEBIT	CREDIT	BALANCE	case
5	0	2500	3000	-500	-500
6
7	DATE	INVOICE NUMBER	CLIENT NUMBER	CLIENT NAME	DESCRIBE	CONDITION	DEBIT	CREDIT
8	12/31/2017		CLBS-1003	SANNY
9	1/18/2018	SAL-TR-103	CLBS-1003	SANNY	INVOICE SELLENG	DEFERRED PAYMENT	2500
10	1/20/2018	SAL-TR-103	CLBS-1005	SANNY	PECEIPT VOUCHER 120002	PAID		3000
11	2/3/2018	xxxx	yyyy	SANNY	zzzz	PAID	1000	-500
12	BALANCE
result

As you can see the data for SANNY was updated. Click here for your file.