Hi Everyone,
I am working on an Excel Workbook that has 14 tabs or worksheets. Worksheets are "Summary" "Year End 2014" and each month... ("Jan" "Feb" "Mar" etc...). At the end of each month I get a report with all of our sales that I copy and paste into the corresponding month's tab. On my summary page I have 3 different headers... Existing Relationships (everything originated before 1/1/15), New Relationships (Everything originated after 1/1/15), Relationships out of Territory. I was able to come up with a formula for the Existing Relationships heading using the Index and Small function which populated from the "Year End 2014" Tab.
Summary Tab
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For cell C3 (Account #) summary tab
{=IFERROR(INDEX('Year End 2014'!C$2:C$9,SMALL(IF('Year End 2014'!$A$2:$A$9=3,ROW('Year End 2014'!C$2:C$9)-ROW('Year End 2014'!C$2)+1),ROWS('Year End 2014'!C$2:'Year End 2014'!$C2))),"")}
Year End Tab
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I assumed I would be able to use the same Index formula and include a range of tabs that I wanted it to search for data in. I was wrong. I understand now that the Index Function can not be used along with a 3-D Reference (Across multiple sheets at once). Do I have any other options? Ultimately I want it to search through the tabs "Jan:Dec" as I get the data through the year and paste it into each corresponding month's tab, filter to only branch 3, and filter if it is originated after 1/1/15. I want it to do the same thing it did for the Existing Account heading except search tabs Jan:Dec, be branch 3, and origination date must be > 1/1/15. The monthly tabs all have the exact same headings as the year end tab (Branch, Officer, etc...)
If this should be a formula or a VBA I am open to anything. I am really stuck on this and would appreciate any help at all! Thank you everyone!
I am working on an Excel Workbook that has 14 tabs or worksheets. Worksheets are "Summary" "Year End 2014" and each month... ("Jan" "Feb" "Mar" etc...). At the end of each month I get a report with all of our sales that I copy and paste into the corresponding month's tab. On my summary page I have 3 different headers... Existing Relationships (everything originated before 1/1/15), New Relationships (Everything originated after 1/1/15), Relationships out of Territory. I was able to come up with a formula for the Existing Relationships heading using the Index and Small function which populated from the "Year End 2014" Tab.
Summary Tab
A | B | C | D | E | |
1 | Existing Accounts in Branch 3 | ||||
2 | Branch | Officer | Account# | Account Name | Year End Balance |
3 | 3 | AAA | 345 | Tom | 80 |
4 | 3 | BBB | 532 | Jerry | 20 |
5 | 3 | AAA | 673 | Huey | 40 |
6 | 3 | BBB | 455 | Larry | 60 |
7 | 3 | AAA | 874 | Jim | 20 |
8 | |||||
9 | |||||
10 | |||||
11 | New Accounts in branch | 3 | originated | after | 1/1/15 |
12 | Branch | Officer | Account # | Account Name | Year End 2014 Balance |
13 | |||||
14 | |||||
15 | |||||
16 | |||||
17 | |||||
18 | Accounts Outside of | Branch | 3 | ||
19 | |||||
20 |
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For cell C3 (Account #) summary tab
{=IFERROR(INDEX('Year End 2014'!C$2:C$9,SMALL(IF('Year End 2014'!$A$2:$A$9=3,ROW('Year End 2014'!C$2:C$9)-ROW('Year End 2014'!C$2)+1),ROWS('Year End 2014'!C$2:'Year End 2014'!$C2))),"")}
Year End Tab
A | B | C | D | E | F | |
1 | Branch | Officer | Account Number | Account Name | Balance | Origination Date |
2 | 3 | AAA | 345 | Tom | 80 | 3/4/12 |
3 | 3 | BBB | 532 | Jerry | 20 | 5/4/11 |
4 | 3 | AAA | 673 | Huey | 40 | 8/6/14 |
5 | 5 | AAA | 234 | **** | 50 | 5/12/10 |
6 | 3 | BBB | 455 | Larry | 60 | 10/6/14 |
7 | 7 | BBB | 444 | John | 60 | 3/1/14 |
8 | 3 | AAA | 874 | Jim | 20 | 5/1/14 |
9 | 2 | AAA | 543 | Gary | 90 | 12/1/14 |
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I assumed I would be able to use the same Index formula and include a range of tabs that I wanted it to search for data in. I was wrong. I understand now that the Index Function can not be used along with a 3-D Reference (Across multiple sheets at once). Do I have any other options? Ultimately I want it to search through the tabs "Jan:Dec" as I get the data through the year and paste it into each corresponding month's tab, filter to only branch 3, and filter if it is originated after 1/1/15. I want it to do the same thing it did for the Existing Account heading except search tabs Jan:Dec, be branch 3, and origination date must be > 1/1/15. The monthly tabs all have the exact same headings as the year end tab (Branch, Officer, etc...)
If this should be a formula or a VBA I am open to anything. I am really stuck on this and would appreciate any help at all! Thank you everyone!