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]

you right about SANNY because has no balance in sheet balance but SERAJ is not it should show the value in credit because negative may you test another name has a balance in sheet balance and see what happens ,please?
about the updating you're right i was wrong

SERAJ
FROM DATE	TO DATE
FIRST	DEBIT	CREDIT	BALANCE	case
-1000	3300	700	1600	1600
DATE	INVOICE NUMBER	CLIENT NUMBER	CLIENT NAME	DESCRIBE	CONDITION	DEBIT	CREDIT
12/31/2017		CLBS-1000	SERAJ				-1000
01/01/2018	SAL-TR-100	CLBS-1000	SERAJ	INVOICE SELLENG	DEFERRED PAYMENT	1000
01/15/2018	SAL-TR-100	CLBS-1000	SERAJ	PECEIPT VOUCHER 120001	PAID		500
01/30/2018	SAL-TR-100	CLBS-1000	SERAJ	PECEIPT VOUCHER 120004	PAID		200
01/31/2018	SAL-TR-100	CLBS-1000	SERAJ	INVOICE SELLENG	DEFERRED PAYMENT	2300
BALANCE						2600

 

[mumps]

Click here for your file.

 

[MKLAQ]

there are problems if the balance for specific name is positive value should show in debit and if the value is negative then show in credit I think in post #19 explained that I no know if you see that and there is another problem when show the balance it 's gone topic header of debit and show value 500 replace it the word of debit I no know where come this value from

 

[mumps]

Hopefully, the attached version solves both problems. Click here for the file. I forgot to mention that if you want to clear all the data, make sure that A1 and A3:B3 are blank and then click the button.

 

[MKLAQ]

so far you did a great work but you forgot to get in the balances within accounting as yo see the picture you should account also -1000 for SEARJ and 1200 for ELYAAS then should the value in debit 1600 not 2600 for SERAJ and 200 in debit not -1000 in credit for ELYAAS

finally I would show the total values first , debit and credit and balances from i3:l3 it shows all of the total values based on dropdown you can see in this case it brings the total based on selected names ELYAAS & SERAJ

ELYAAS
FROM DATE	TO DATE							first	debit	credit	balance
								200	5800	4200	1800
FIRST	DEBIT	CREDIT	BALANCE	case
-1000	3300	700	1600	1600
DATE	INVOICE NUMBER	CLIENT NUMBER	CLIENT NAME	DESCRIBE	CONDITION	DEBIT	CREDIT
12/31/2017		CLBS-1000	SERAJ				-1000
01/01/2018	SAL-TR-100	CLBS-1000	SERAJ	INVOICE SELLENG	DEFERRED PAYMENT	1000
01/15/2018	SAL-TR-100	CLBS-1000	SERAJ	PECEIPT VOUCHER 120001	PAID		500
01/30/2018	SAL-TR-100	CLBS-1000	SERAJ	PECEIPT VOUCHER 120004	PAID		200
01/31/2018	SAL-TR-100	CLBS-1000	SERAJ	INVOICE SELLENG	DEFERRED PAYMENT	2300
BALANCE						2600
FIRST	DEBIT	CREDIT	BALANCE	case
1200	2500	3500	200	200
DATE	INVOICE NUMBER	CLIENT NUMBER	CLIENT NAME	DESCRIBE	CONDITION	DEBIT	CREDIT
12/31/2017		CLBS-1004	ELYAAS			1200
01/19/2018	SAL-TR-104	CLBS-1004	ELYAAS	INVOICE SELLENG	DEFERRED PAYMENT	1500
01/25/2018	SAL-TR-104	CLBS-1006	ELYAAS	PECEIPT VOUCHER 120003	PAID		2000
02/03/2018	SAL-TR-106	CLBS-1004	ELYAAS	PECEIPT VOUCHER 120006	PAID	1000	1500
BALANCE							-1000

 

[mumps]

the value in debit 1600 not 2600 for SERAJ

Can you explain how you calculated 1600 for SERAJ and why it is a debit and not a credit.

200 in debit not -1000 in credit for ELYAAS

Can you also explain how you calculated 200 for ELYAAS and why it is a credit and not a debit.

first	debit	credit	balance
200	5800	4200	1800

Where did these values come from and how are they calculated?
Please try to understand that I can't give you exactly what you want if you don't describe exactly what you want. Always refer to cell addresses and sheet names in your description.

 

[MKLAQ]

let's take ElYAAS it begins 1200 +1500-2000-1500 +1000=200
another account if you summing debit and subtract from summing credit then the total in debit more than total in credit then the values is positive and it supposing show in debit and if the total in debit less than credit then show the value by negative in credit
and

first	debit	credit	balance
200	5800	4200	1800

you misunderstood what i meant the total based on dropdown in this case it shows ELYAAS & SERAJ then the total are bot not only ELYAAS I want show all the total (debit,credit,first,balnces) based how many clients show the sheet short word if the sheet contains two client then summing the total of balances together from13:l3
i hope this help

 

[mumps]

Click here for your file.

 

[MKLAQ]

what this i no know how the file should work can you guide me what I do

 

[mumps]

My apologies. It was the wrong link. Click here.