filtering data from monthly report

mediumrare

New Member
Joined
Apr 7, 2021
Messages
31
Office Version
  1. 365
Platform
  1. Windows
Hello!
Each month I pull a sales report for a certain manufacturer. I would like to have a template sheet that searches and filters the raw data based on another sheet. So, three sheets total. The template, the reference, and the raw data.

I don't know the best way to show this, so I'm including three separate Mini Sheets. I feel embarrassed for asking, knowing that it's probably just a modification of things I've already been shown here. Nevertheless... here goes...

The raw data ("data") is in the same arrangement every month. Not all data is relevant for my report. I've tried to match the column headers to match every sheet for the sake of clarity.
_template_b0.1 deID.xlsx
ABCDEFGHIJKLMNOPQ
1end-user-numberend-userinv-numbervendor-SKUproduct-descVendorUOMinv-dateqtyproduct-priceinv-extST-nameST-add1addressST-STST-ZIPLast PO Cost
29174end-user9174P164041vendorproduct001desc001vendorABCCS05/04/21245.7591.50texttexttexttexttext27.7300
39174end-user9174P164041vendorproduct002desc002vendorABCCS05/04/21229.0058.00texttexttexttexttext18.3700
49174end-user9174461312vendorproduct002desc002vendorABCCS05/10/21423.3293.28texttexttexttexttext18.3700
59174end-user9174P164323vendorproduct003desc003vendorABCCS05/10/21126.4026.40texttexttexttexttext14.5500
69174end-user9174P164134vendorproduct004desc004vendorABCCS05/06/21185.8885.88texttexttexttexttext52.0500
79174end-user9174462228vendorproduct002desc002vendorABCCS05/18/21629.00174.00texttexttexttexttext18.3700
89174end-user9174462344vendorproduct002desc002vendorABCCS05/19/21527.50137.50texttexttexttexttext18.3700
99174end-user9174462228vendorproduct005desc005vendorABCCS05/18/211222.64271.68texttexttexttexttext14.1500
109174end-user9174460581vendorproduct003desc003vendorABCCS05/03/21822.15177.20texttexttexttexttext14.5500
119174end-user9174462228vendorproduct003desc003vendorABCCS05/18/21826.40211.20texttexttexttexttext14.5500
129174end-user9174462344vendorproduct003desc003vendorABCCS05/19/211022.15221.50texttexttexttexttext14.5500
139174end-user9174461174vendorproduct001desc001vendorABCCS05/06/21245.7591.50texttexttexttexttext27.7300
149174end-user9174458126vendorproduct002desc002vendorABCCS03/29/21529.00145.00texttexttexttexttext18.3700
159174end-user9174458648vendorproduct002desc002vendorABCCS04/05/21529.00145.00texttexttexttexttext18.3700
169174end-user9174459775vendorproduct002desc002vendorABCCS04/19/21429.00116.00texttexttexttexttext18.3700
179174end-user9174460336vendorproduct002desc002vendorABCCS04/27/21429.00116.00texttexttexttexttext18.3700
189174end-user9174461488vendorproduct002desc002vendorABCCS05/14/21829.00232.00texttexttexttexttext18.3700
199174end-user9174462611vendorproduct002desc002vendorABCCS05/21/21229.0058.00texttexttexttexttext18.3700
209174end-user9174463145vendorproduct002desc002vendorABCCS05/28/21429.00116.00texttexttexttexttext18.3700
219174end-user9174459772vendorproduct001desc001vendorABCCS04/19/211033.53335.30texttexttexttexttext27.7300
229174end-user9174459777vendorproduct001desc001vendorABCCS04/19/211533.53502.95texttexttexttexttext27.7300
239174end-user9174459778vendorproduct001desc001vendorABCCS04/19/211033.53335.30texttexttexttexttext27.7300
249174end-user9174460160vendorproduct001desc001vendorABCCS04/22/21333.53100.59texttexttexttexttext27.7300
259174end-user9174461573vendorproduct001desc001vendorABCCS05/12/21133.5333.53texttexttexttexttext27.7300
261325end-user1325459770vendorproduct002desc002vendorABCCS04/19/214024.50980.00texttexttexttexttext18.3700
data


I'd like to take the raw data and check it against this sheet ("contracts"). It would have the applicable, relevant data that I'm trying to extract. The relevant data needs to be from the same end-user and vendor-SKU. So if the end user does not match, it is irrelevant. If the end user matches but the vendor-SKU does not, it also is irrelevant.
_template_b0.1 deID.xlsx
ABCDEFGHI
1contract-numberend-user-numberend-useraddressvendor-SKU contract-price contract-qtyeff-dateexp-date
203809174end-user9174end-user9174 addressvendorprod001$ 35.0050003/01/2102/28/22
303809174end-user9174end-user9174 addressvendorprod002$ 35.0050003/01/2102/28/22
403809174end-user9174end-user9174 addressvendorprod003$ 26.501,00003/01/2102/28/22
503809174end-user9174end-user9174 addressvendorprod004$ 23.0050003/01/2102/28/22
603809174end-user9174end-user9174 addressvendorprod005$ 47.0010003/01/2102/28/22
703809174end-user9174end-user9174 addressvendorprod006$ 31.952,50003/01/2102/28/22
803809174end-user9174end-user9174 addressvendorprod007$ 23.571,50003/01/2102/28/22
903809174end-user9174end-user9174 addressvendorprod008$ 28.501,50003/01/2102/28/22
1003809174end-user9174end-user9174 addressvendorprod009$ 32.5025003/01/2102/28/22
1103809174end-user9174end-user9174 addressvendorprod010$ 39.5050003/01/2102/28/22
1203809174end-user9174end-user9174 addressvendorprod011$ 37.752,00003/01/2102/28/22
1303809174end-user9174end-user9174 addressvendorprod012$ 39.7515003/01/2102/28/22
1403809174end-user9174end-user9174 addressvendorprod013$ 29.6410003/01/2102/28/22
1503809174end-user9174end-user9174 addressvendorprod014$ 30.1810003/01/2102/28/22
1603809174end-user9174end-user9174 addressvendorprod015$ 37.5310003/01/2102/28/22
1703809174end-user9174end-user9174 addressvendorprod016$ 56.6810003/01/2102/28/22
1803809174end-user9174end-user9174 addressvendorprod017$ 40.3910003/01/2102/28/22
1903809174end-user9174end-user9174 addressvendorprod018$ 54.4710003/01/2102/28/22
2003809174end-user9174end-user9174 addressvendorprod019$ 20.611,50003/01/2102/28/22
2103809174end-user9174end-user9174 addressvendorprod020$ 32.5050003/01/2102/28/22
2203809174end-user9174end-user9174 addressvendorprod021$ 36.5025003/01/2102/28/22
2303809174end-user9174end-user9174 addressvendorprod022$ 36.0050003/01/2102/28/22
2403809174end-user9174end-user9174 addressvendorprod023$ 20.0050003/01/2102/28/22
2503809174end-user9174end-user9174 addressvendorprod024$ 43.5025003/01/2102/28/22
2619851325end-user1325end-user1325 addressvendorprod025$ 33.545004/01/2109/30/21
2719851325end-user1325end-user1325 addressvendorprod026$ 29.415004/01/2109/30/21
2819851325end-user1325end-user1325 addressvendorprod011$ 37.755004/01/2109/30/21
2955738915end-user8915end-user8915 addressvendorprod027$ 30.5040009/01/2108/31/22
3055738915end-user8915end-user8915 addressvendorprod028$ 27.5030009/01/2108/31/22
contracts


If the end user matches and the vendor-SKU matches, then the Template should be filled.
_template_b0.1 deID.xlsx
ABCDEFGHIJK
1contract-numberend-useraddressinv-dateinv-numbervendor-SKUtotal-qtyuom total-rebate inv-price contract-price
2$ -
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template
Cell Formulas
RangeFormula
I2I2=(J2-K2)*G2


I hope I am being clear and making sense for what I am trying to achieve.
 

Excel Facts

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Ctrl+1 (the number one) will open the Format dialog for whatever is selected.

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