IF/THEN ? Should be fairly easy to answer - just can't figure out!

[rachabra]

I have a pretty basic understanding of Excel but I'm sure there must be a way to do this: I have a worksheet that is a template for an invoice. And I have a worksheet that has data. What I want to do is have the template populate based on one Customer. So, this is what I'm trying to figure out:

Worksheet A: Template Invoice

Customer: Judy Smith (D2 and D4 only on Worksheet B) WHAT FORMULA WOULD I USE HERE TO ONLY GRAB DATA RELATING TO Judy Smith????

Date: Description: Hours:
='Data'!A2 ='Data'!B2 ='Data'!D2
='Data'!A4 ='Data'!B4 ='Data'!D4


Worksheet B: Data
Colm: A B C D
R1 Date: Description: Hours: Customer:
R2 11/20/20 Housecleaning 3 Judy Smith
R3 11/22/20 Gardening 4 Bob Miller
R4 11/25/20 Weeding 2 Judy Smith

Thanks so much for your help!!

 

[Michael M]

Why not simply use Autofilter ?

 

[Toadstool]

Hi Rachabra,

If this is your data sheet B

Rachabra.xlsx
	A	B	C	D
1	Date	Description	Hours	Customer
2	20-Nov-20	Housecleaning	3	Judy Smith
3	22-Nov-20	Gardening	4	Bob Miller
4	25-Nov-20	Weeding	2	Judy Smith
5
B

Then this should pull in the data for the specified Customer

Rachabra.xlsx
	A	B	C	D	E
1		Rachabra
2
3		Customer:	Judy Smith
4
5		Date	Description	Hours	Customer
6		20-Nov-20	Housecleaning	3	Judy Smith
7		25-Nov-20	Weeding	2	Judy Smith
8
9
A

Cell Formulas
Range	Formula
B6:E9	B6	=IFERROR(INDEX(B!A$2:A$9999,AGGREGATE(15,6,ROW(B!$B$2:$B$9999)-ROW(B!$B$1)/(B!$D$2:$D$9999=$C$3),ROW()-ROW($B$5))),"")

 

[AhoyNC]

If your version of 365 has the FILTER function then something like this:
Sheet1

Book1
	A	B	C
1
2	Judy Smith
3
4	Date	Description	Hours
5	11/20/2020	Housecleaning	3
6	11/25/2020	Weeding	2
Sheet1

Cell Formulas
Range	Formula
A5:C6	A5	=FILTER(Sheet2!$A$2:$C$4,Sheet2!$D$2:$D$4=$A$2,"")
Dynamic array formulas.

Sheet2

Book1
	A	B	C	D
1	Date	Description	Hours	Customer
2	11/20/2020	Housecleaning	3	Judy Smith
3	11/22/2020	Gardening	4	Bob Miller
4	11/25/2020	Weeding	2	Judy Smith
Sheet2

 

[Michael M]

Or a Pivot Table !!