Index function help, possibly VBA if needed!

destiny13

New Member
Joined
Jan 6, 2015
Messages
1
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
ABCDE
1Existing Accounts in Branch 3
2BranchOfficerAccount#Account NameYear End Balance
33AAA345Tom80
43BBB532Jerry20
53AAA673Huey40
63BBB455Larry60
73AAA874Jim20
8
9
10
11New Accounts in branch3originatedafter1/1/15
12BranchOfficerAccount #Account NameYear End 2014 Balance
13
14
15
16
17
18Accounts Outside ofBranch3
19
20

<tbody>
</tbody>

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
ABCDEF
1BranchOfficerAccount NumberAccount NameBalanceOrigination Date
23AAA345Tom803/4/12
33BBB532Jerry205/4/11
43AAA673Huey408/6/14
55AAA234****505/12/10
63BBB455Larry6010/6/14
77BBB444John603/1/14
83AAA874Jim205/1/14
92AAA543Gary9012/1/14

<tbody>
</tbody>


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!
 

Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.

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