IFS issues

[beginvbaanalyst]

Hi everyone,

I'm having issues trying to pull information between two sheets in a workbook. Basically I want to check multiple criteria "800 005", "100" in one sheet to see if my new sheet contains the same data, and if it doesn't pull the balance from the old sheet. How would I go about doing this? I'll post two screen shots of small data for an example:
This is last month

This is current month

So it looks like 0000218122-0062 & 000209623-0062 is in my last month but not current month. How do I pull the balance?

 

[beginvbaanalyst]

@beginvbaanalyst , which of the two data posts is the prior month, and which is the current?

Clean Type starting with 800008 is the previous month and clean type 900012 is the current month.

 

[beginvbaanalyst]

Deleting message as it's just a duplicate, disregard this text.

 

[awoohaw]

Okay, I'm not sure if this is the way you want to go about it. but take a look:

mr excel questions 15.xlsm
	A	B	C	D	E
1	Clean Type	Loan ID	Join	Balance	Month
2	800008	0000195996-0203	0000195996-0203-800008	$116,000.00	2023-01-01
3	105	0009862337-0203	0009862337-0203-105	$13,000.00	2023-01-01
4	99	0000209623-0205	0000209623-0205-99	$101,000.00	2023-01-01
5
6
7	Clean Type	Loan ID	Join	Balance
8	900012	0000195996-0203	0000195996-0203-900012	$57,000.00	2023-02-01
9	94	0009862337-0203	0009862337-0203-94	$52,000.00	2023-02-01
10	1000	0000209623-0205	0000209623-0205-1000	$38,000.00	2023-02-01
11
12	0000195996-0203-800008	116000	2023-01-01
13	0000195996-0203-900012	57000	2023-02-01
14	0000209623-0205-1000	38000	2023-02-01
15	0000209623-0205-99	101000	2023-01-01
16	0009862337-0203-105	13000	2023-01-01
17	0009862337-0203-94	52000	2023-02-01
Sheet3

Cell Formulas
Range	Formula
E2:E4	E2	=DATE(2023,1,1)
E8:E10	E8	=EDATE(E2,1)
A12:C17	A12	=UNIQUE(SORT(FILTER(C2:E10,ISNUMBER(D2:D10),"")))
Dynamic array formulas.

 

[beginvbaanalyst]

Okay, I'm not sure if this is the way you want to go about it. but take a look:

mr excel questions 15.xlsm
	A	B	C	D	E
1	Clean Type	Loan ID	Join	Balance	Month
2	800008	0000195996-0203	0000195996-0203-800008	$116,000.00	2023-01-01
3	105	0009862337-0203	0009862337-0203-105	$13,000.00	2023-01-01
4	99	0000209623-0205	0000209623-0205-99	$101,000.00	2023-01-01
5
6
7	Clean Type	Loan ID	Join	Balance
8	900012	0000195996-0203	0000195996-0203-900012	$57,000.00	2023-02-01
9	94	0009862337-0203	0009862337-0203-94	$52,000.00	2023-02-01
10	1000	0000209623-0205	0000209623-0205-1000	$38,000.00	2023-02-01
11
12	0000195996-0203-800008	116000	2023-01-01
13	0000195996-0203-900012	57000	2023-02-01
14	0000209623-0205-1000	38000	2023-02-01
15	0000209623-0205-99	101000	2023-01-01
16	0009862337-0203-105	13000	2023-01-01
17	0009862337-0203-94	52000	2023-02-01
Sheet3

Cell Formulas
Range	Formula
E2:E4	E2	=DATE(2023,1,1)
E8:E10	E8	=EDATE(E2,1)
A12:C17	A12	=UNIQUE(SORT(FILTER(C2:E10,ISNUMBER(D2:D10),"")))
Dynamic array formulas.

It looks like my version of excel doesn't have filter, sort, or unique. I will try to find another way. I appreciate your help!

 

[awoohaw]

Have you updated your Excel 365 version? I don't know of any current version of 365 that does not have these functions.