How to copy data between sheets in workbook.. with a twist

[goby]

Preface: I am new to Excel so go easy on me if there is a very simple solution. However, I do not understand VBA well enough to ask Google the correct questions.

I have attached a couple of screen shots of some totally arbitrary tables I created for a visual example.

I have a workbook containing two sheets. Sheet1 contains information regarding transactions. Sheet2 is meant to invoice the transactions from Sheet1 based on customers name and date range. However, Sheet2 is in a different format and requires only certain cell values from Sheet1.

Hopefully this isn't too vague. Please let me know if there are any other details I can provide.

Thanks!

 

[Kalim Shaikh]

May be
Farmula Filter Apply in Cell B6

=FILTER(Sheet1!D2:D5,Sheet1!F2:F5=Sheet2!B1,"NA")

And in Cell C6

=FILTER(Sheet1!E2:E5,Sheet1!F2:F5=Sheet2!B1,"NA")

In Cell D6

=FILTER(Sheet1!C2:C5,Sheet1!F2:F5=Sheet2!B1,"NA")

 

[goby]

May be
Farmula Filter Apply in Cell B6

=FILTER(Sheet1!D2:D5,Sheet1!F2:F5=Sheet2!B1,"NA")

And in Cell C6

=FILTER(Sheet1!E2:E5,Sheet1!F2:F5=Sheet2!B1,"NA")

In Cell D6

=FILTER(Sheet1!C2:C5,Sheet1!F2:F5=Sheet2!B1,"NA")

Thank you, @Kalim Shaikh! This seems to have done the trick in parsing and pulling the information that I need. However, the date portion I am still having trouble conceptualizing. I would like to be able to specify a range of dates (ex: 7/24/2023-7/29/2023) and based on that date range, the rest of the formulas in the sheet will run but only pull information within those date ranges.

Thanks!

 

[Kalim Shaikh]

Had trouble finding such a direct solution but could do so as an alternative you can do it below
May be. Use is another cell

=MIN(IF(F2:F5=K1,A2:A5))

and this on a cell

=MAX(IF(F2:F5=K1,A2:A5))

and combine them into 1 cell by using this farmula.

=CONCATENATE(TEXT(K2,"MM/DD/YYYY")," - ",TEXT(K3,"MM/DD/YYYY"))