Create list using multiple criteria

[Tillou Mark]

Hi everyone I really hope you can help me. I have a spreadsheet (Excel 2019) that contains numerous columns A through to U. The relevant columns are: A is date, H is category, M is ID, P is payee, Q is description and U is amount. I want to set up another spreadsheet that interrogates this sheet by me entering a start date B1, end date B3 and Category B5 to give a list of all the items that fit these criteria from the other sheet. I have tried everything within my knowledge base but I am lost. I would really appreciate some help. Thank you in advance.

 

[Joe4]

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’).

If you are using Excel 365 or Excel 2021, you should be able to use the new FILTER function to do this.
See: FILTER function

 

[Tillou Mark]

I suggest that you update your Account details (or click your user name at the top right of the forum) so helpers always know what Excel version(s) & platform(s) you are using as the best solution often varies by version. (Don’t forget to scroll down & ‘Save’).

If you are using Excel 365 or Excel 2021, you should be able to use the new FILTER function to do this.
See: FILTER function

All done

 

[Joe4]

Since it does not appear you are using a version of Excel that has the new "Filter" function, I would probably recommend using the Advanced Filter feature, which allows you to filter data and return the results to another location (i.e. another sheet).
See: How to copy data to another worksheet with Advanced Filter in Excel?