filter data based on month or whole data across sheets using dropdown

Maklil

Board Regular
Joined
Jun 23, 2022
Messages
144
Office Version
  1. 2019
Platform
  1. Windows
Hello
I need filtering data by merge duplicates items for column C,D based on ID in column B across sheets with matching part of item using helper column (G) then should show the items based on column G in output sheet .
if cell B1 is empty then should merge for each ID for whole data and insert BALANCE column(E) to subtract column C from D , if I select specific month , then just merge based on month and insert BALANCE column(E) to subtract column C from D . the result should be in OUTPUT based on cell B1 and match part of the item in column G with others sheets in column B and insert TOTAL row to sum the whole columns and subtract from each other.
every time I will add new sheets before OUTPUT sheet. so should update data in OUTPUT sheet as I need it by clear data in OUPUT sheet .


TOTAL (1).xlsm
ABCD
1DATEBATCHIMPORTEXPORT
201/01/2023STR ATM001 RS2,000.00
302/01/2023NO S001 STR12,200.00
403/01/2023TRGG MMNR MSDF2,400.001,200.00
504/01/2023MMDT NTY AS0022,600.001,300.00
605/01/2023MSR2,800.001,400.00
706/01/2023ATM001 RS STR1,500.00
807/01/2023NO STR1 SFGG N1,600.00
908/01/2023STR1,700.00
1009/02/2023NTY AS002 MMDT BN1,800.00
1110/02/2023MSR NBH 1099U NMT663,800.00
1211/02/2023STR4,000.002,000.00
1312/02/2023NO S001 CV678 STR14,200.002,100.00
1413/02/2023MMNR TRGG MSDF4,400.00
1514/02/2023MMDT4,400.00
1615/02/2023NBH 1099U MSR NMT664,400.002,200.00
CA


TOTAL (1).xlsm
ABCD
1DATEBATCHIMPORTEXPORT
211/01/2023ATM001 RS MN99 STR200.00
312/01/2023NO S001 NBH100 STR1200.00
413/01/2023TRGG MNJ800 MMNR MSDF3,000.00100.00
514/01/2023MMDT NTY AS002200.00
615/01/2023MSR1,000.001,400.00
716/01/2023 ATM001 RS BYJ STR600.00
817/01/2023NO STR1 SFGG N1,000.00200.00
918/01/2023STR1,000.00100.00
1019/02/2023 NTY AS002 MMDT BN2,000.00
1120/02/2023MSR NBH 1099U NMT663,800.00
1221/02/2023STR4,000.002,000.00
1322/02/2023NO S001 CV678 STR14,200.002,100.00
1423/02/2023MMNR TRGG MSDF4,400.00
1524/02/2023MMDT4,400.00
1625/02/2023 NBH 1099U MSR NMT664,400.002,200.00
CMN



when B1 is empty
TOTAL (1).xlsm
ABCDEFG
1ITEMS
2BATCHIMPORTEXPORTBALANCESTR
3STR1
4MMNR
5MMDT
6MSR
7
8
9
10
OUTPUT
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


result
TOTAL (1).xlsm
ABCD
1
2BATCHIMPORTEXPORTBALANCE
3STR11,200.007,800.003,400.00
4STR111,800.00600.0011,200.00
5MMNR14,200.001,300.0012,900.00
6MMDT13,600.001,300.0012,300.00
7MSR20,200.007,200.0013,000.00
8TOTAL71,000.0018,200.0052,800.00
9
OUTPUT
Cell Formulas
RangeFormula
B8:C8B8=SUM(B3:B7)
D8D8=B8-C8
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


IF I select month in B1 = JAN

TOTAL (1).xlsm
ABCDEFG
1JANITEMS
2BATCHIMPORTEXPORTBALANCESTR
3STR3,200.003,900.00-700.00STR1
4STR13,400.001,800.001,600.00MMNR
5MMNR5,400.001,300.004,100.00MMDT
6MMDT2,800.001,300.001,500.00MSR
7MSR3,800.002,800.001,000.00
8TOTAL18,600.0011,100.007,500.00
9
OUTPUT
Cell Formulas
RangeFormula
B8:C8B8=SUM(B3:B7)
D8D8=B8-C8
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


the data could be 2500 rows for each sheet , the sheets could be 20 sheets at least
thanks .
 
Last edited:
You're welcome, glad to help & thanks for the feedback.:)
 
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