Match, looking, insert. (two tables in respect to the date " monthly"

Batata

New Member
Joined
Jul 7, 2022
Messages
18
Office Version
  1. 365
Platform
  1. Windows
Greetings,

project1 table shows the data table that I need to match from the poject1 table based on the total monthly value.

The match was a bit complicated for my skill, and I kindly requested help.

First to look at data in the "Difference Pending" column in "Project1 Table" Tab, and if there is a value, then look at the name from the "Buy-from Vendor Name" column from the same table and match them by month "Date of receipt" with the date in "Project1" and insert the value of that month in "Pending PO" column in "Project 1" table.

If the value has anything except "*"&SUB&"*" in "Project1 Table" "No." column, then it will be inserted in the top table in "Project1", and if it has "*"&SUB&"*," then it will be inserted in the bottom table under Subcontractor with the value from "Difference Pending" column and the name from "Buy-from Vendor Name" column with an order by date newer to older.

I hope my explanation was clear.

I think its similar to the problem that i had in the first post that i did, and i would love to have your input kindly, @Sufiyan97 @Peter_SSs

Thank you

New Microsoft Excel Worksheet (2).xlsx
ABCDGHIPQRAEAFAG
2
31/1/20202/1/20205/1/20206/1/20207/1/20202/1/20213/1/20214/1/20215/1/20226/1/20227/1/2022
4Pending POTotal$ -$ -$ -$ 99.00$ -$ -$ -$ -$ -$ 2,000.00$ -
5Ram ToolsServices$ 2,000.00
6Services
7Services
8Services
9Services
10Services
11Services
12Services
13Services
14Services
15Services
16Services
17Services
18Services
19Enterprise Systems CorporationServices$ 99.00
20
21
221/1/20202/1/20205/1/20206/1/20207/1/20202/1/20213/1/20214/1/20215/1/20226/1/20227/1/2022
23Subcontractor Total$ -$ -$ 5,056.76$ -$ -$ -$ 96,999.56$ 14,366.00$ -$ -$ -
24Bernardo Inc dba as Taylor Lightning ProSubcontract$ 14,366.00
25MCA Communications INCSubcontract$ 96,999.56
26Metric Engineering, IncSubcontract$ 5,056.76
27
Project1
Cell Formulas
RangeFormula
D3,G3:I3,P3:R3,AE3:AG3,D22,G22:I22,P22:R22,AE22:AG22D3=EDATE(C3,1)
C4:D4,G4:I4,P4:R4,AE4:AG4C4=SUM(C5:C19)
C23:D23,G23:I23,P23:R23,AE23:AG23C23=SUM(C24:C26)


New Microsoft Excel Worksheet (2).xlsx
ABCDEF
1No.Date of receipt fra.Buy-from Vendor Name Amount Imported Billed Difference Pending
2183A-DPO-035/11/2021Wildcat Electric Supply$ 1,490.00$ 1,490.00$ -
3BTGWO-DPO-015/14/2020OSI Optoelectronics, Inc$ -$ -$ -
4BTGWO-DPO-025/14/2020Express Systems & Peripherals$ 4,315.55$ 4,315.55$ -
5BTGWO-DPO-035/14/2020Communications Supply Corporation$ 3,205.15$ 3,205.15$ -
6BTGWO-DPO-046/6/2020Wildcat Electric Supply$ 2,320.90$ 2,320.90$ -
7BTGWO-DPO-056/6/2020Innovative IDM, LLC$ 3,681.40$ 3,681.40$ -
8BTGWO-DPO-066/6/2020Iteris$ 7,000.00$ 7,000.00$ -
9BTGWO-DPO-076/6/2020Dehn Inc.$ 1,278.24$ 1,278.24$ -
10BTGWO-DPO-086/6/2020Teleste Corporation$ 6,897.20$ 6,897.20$ -
11BTGWO-DPO-096/6/2020Enterprise Systems Corporation$ 3,482.80$ 3,383.80$ 99.00
12BTGWO-DPO-106/7/2020Communications Supply Corporation$ 2,944.70$ 2,653.70$ 291.00
13BTGWO-DPO-116/13/2020Wesco Distribution, Inc.$ 1,243.85$ 1,243.85$ -
14BTGWO-DPO-126/22/2020Anixter$ 332.53$ 332.53$ -
15BTGWO-DPO-136/26/2020Quadbridge, Inc.$ 2,528.88$ 2,528.88$ -
16BTGWO-DPO-146/27/2020Daktronics, Inc.$ 80,200.00$ 80,200.00$ -
17BTGWO-DPO-158/17/2020Quadbridge, Inc.$ 7,332.00$ 3,000.00$ 4,332.00
18BTGWO-DPO-168/19/2020Quadbridge, Inc.$ 1,663.21$ 1,663.21$ -
19BTGWO-DPO-178/21/2020Govcomm, Inc.$ 4,450.00$ 4,450.00$ -
20BTGWO-DPO-189/15/2020Anixter$ 1,085.65$ 1,085.65$ -
21BTGWO-DPO-199/16/2020Paradigm Traffic Systems Inc$ 2,547.00$ 2,547.00$ -
22BTGWO-DPO-2010/26/2020Dehn Inc.$ 271.20$ 271.20$ -
23BTGWO-DPO-2110/26/2020Wesco Distribution, Inc.$ 557.23$ 557.23$ -
24BTGWO-DPO-2210/26/2020Wildcat Electric Supply$ 1,331.37$ 1,331.37$ -
25BTGWO-DPO-2311/19/2020Innodisk Usa Corp$ 1,865.00$ 1,865.00$ -
26BTGWO-DPO-253/25/2021Twincrest Inc$ 1,000.00$ 1,000.00$ -
27BTGWO-DPO-264/1/2021Wildcat Electric Supply$ 904.42$ 904.42$ -
28BTGWO-DPO-274/6/2021Teleste Corporation$ 6,556.40$ 6,556.40$ -
29BTGWO-DPO-284/7/2021Wildcat Electric Supply$ 2,086.50$ 2,086.50$ -
30BTGWO-DPO-294/14/2021Innodisk Usa Corp$ 389.75$ 389.75$ -
31BTGWO-DPO-304/20/2021Paradigm Traffic Systems Inc$ 7,190.00$ 7,190.00$ -
32BTGWO-DPO-314/20/2021Mouser Electronics, Inc.$ 3,609.95$ 3,609.95$ -
33BTGWO-DPO-324/20/2021Elliot Electric Supply, Inc.$ 6,275.00$ 6,275.00$ -
34BTGWO-DPO-334/20/2021Wildcat Electric Supply$ 2,035.00$ 2,035.00$ -
35BTGWO-DPO-344/21/2021Buyers Barricades Houston LLC$ -$ -$ -
36BTGWO-DPO-354/21/2021Stripes & Stops Company Inc$ -$ -$ -
37BTGWO-DPO-364/29/2021Sunbelt Rentals Inc$ 9,500.00$ -$ 9,500.00
38BTGWO-DPO-375/10/2021Wildcat Electric Supply$ 9,995.00$ -$ 9,995.00
39BTGWO-DPO-385/10/2021Fastenal Company$ 5,000.00$ -$ 5,000.00
40BTGWO-DPO-395/14/2021GRAINGER$ 1,000.00$ -$ 1,000.00
41BTGWO-DPO-405/14/2021Ground Penetrating Radar Systems, LLC$ 600.00$ 600.00$ -
42BTGWO-DPO-426/11/2021Daktronics, Inc.$ 6,545.00$ 6,545.00$ -
43BTGWO-DPO-436/17/2021HD Supply Construction Supply, LTD$ 7,000.00$ -$ 7,000.00
44BTGWO-DPO-446/21/2021Wildcat Electric Supply$ 8,000.00$ 8,000.00$ -
45BTGWO-DPO-457/19/2021Southern Manufacturing$ 4,695.00$ 4,695.00$ -
46BTGWO-DPO-469/23/2021Texan Transportation, Inc.$ 1,200.00$ 1,200.00$ -
47BTGWO-DPO-476/21/2022Southern Manufacturing$ 1,571.40$ -$ 1,571.40
48BTGWO-DPO-4766/21/2022$ -$ -$ -
49BTGWO-DPO-486/22/2022Ram Tools$ 2,000.00$ -$ 2,000.00
50BTGWO-PO-014/30/2020Transcore ITS, LLC$ 22,400.00$ 22,400.00$ -
51BTGWO-PO-025/13/2020Twincrest Inc$ 18,450.00$ 18,450.00$ -
52BTGWO-PO-035/13/2020 Sick, Inc $ 12,615.60$ 12,615.60$ -
53BTGWO-PO-046/6/2020Paradigm Traffic Systems Inc$ 15,844.00$ 15,844.00$ -
54BTGWO-PO-056/13/2020Anixter$ 37,658.03$ 37,658.03$ -
55BTGWO-PO-066/17/2020Ampro Adlink Technology$ 17,852.00$ 17,852.00$ -
56BTGWO-PO-076/17/2020Southern Manufacturing$ 13,645.00$ 13,645.00$ -
57BTGWO-PO-086/18/2020Communications Supply Corporation$ 20,220.00$ 20,220.00$ -
58BTGWO-PO-096/18/2020Daktronics, Inc.$ 42,140.00$ 42,140.00$ -
59BTGWO-PO-106/18/2020Jai Inc., USA$ 42,780.00$ 42,780.00$ -
60BTGWO-PO-116/20/2020Quadbridge, Inc.$ 16,284.85$ 16,284.85$ -
61BTGWO-PO-128/6/2020Anixter$ 46,185.00$ 46,185.00$ -
62BTGWO-PO-131/14/2021Communications Supply Corporation$ 37,200.00$ 37,200.00$ -
63BTGWO-PO-141/20/2021Govcomm, Inc.$ 11,125.00$ 11,125.00$ -
64BTGWO-PO-151/20/2021Southern Manufacturing$ 24,065.00$ 24,065.00$ -
65BTGWO-PO-162/8/2021WE Manufacturing & Controls, Inc.$ 14,150.00$ 14,150.00$ -
66BTGWO-PO-173/26/2021DURA STRESS INC$ 8,880.00$ 8,880.00$ -
67BTGWO-PO-184/7/2021Communications Supply Corporation$ 17,680.05$ 17,680.05$ -
68BTGWO-PO-194/16/2021Communications Supply Corporation$ 15,873.90$ 15,873.90$ -
69BTGWO-PO-2010/5/2021Teleste LLC$ 10,149.00$ 10,149.00$ -
70BTGWO-SUB-015/19/2020Metric Engineering, Inc$ 101,135.27$ 96,078.51$ 5,056.76
71BTGWO-SUB-023/11/2021MCA Communications INC$ 98,890.79$ 1,891.23$ 96,999.56
72BTGWO-SUB-034/30/2021Bernardo Inc dba as Taylor Lightning Pro$ 14,366.00$ -$ 14,366.00
73DPO0001995/14/2020Wildcat Electric Supply$ 2,850.00$ 2,850.00$ -
74IH35-37-DPO-016/3/2021Wildcat Electric Supply$ 5,280.00$ -$ 5,280.00
75PRUEBA JUAN7/23/2020Lockman Security, Inc.$ 11,000.00$ -$ 11,000.00
Project1 Table
Cell Formulas
RangeFormula
F2:F75F2=D2-E2
 

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Try

I just changed dates to catch values in formula

Project 1

Cell Formulas
RangeFormula
D3:R3,D9:R9D3=EDATE(C3,1)
C4:R4C4=SUM(C5:C6)
C5:R6C5=SUMIFS('Project1 Table'!$F:$F,'Project1 Table'!$C:$C,$A5,'Project1 Table'!$B:$B,">="&EOMONTH(C$3,-1)+1,'Project1 Table'!$B:$B,"<="&EOMONTH(C$3,0),'Project1 Table'!$A:$A,"<>"&"*SUB*")
C10:R10C10=SUM(C11:C13)
C11:R13C11=SUMIFS('Project1 Table'!$F:$F,'Project1 Table'!$C:$C,$A11,'Project1 Table'!$B:$B,">="&EOMONTH(C$9,-1)+1,'Project1 Table'!$B:$B,"<="&EOMONTH(C$9,0),'Project1 Table'!$A:$A,"*SUB*")
Named Ranges
NameRefers ToCells
'Project1 Table'!_FilterDatabase='Project1 Table'!$A$1:$F$75C11:R13, C5:R6


Project1 Table

Book13
ABCDEFG
1No.Date of receipt fra.Buy-from Vendor Name Amount Imported Billed Difference Pending
2183A-DPO-035/11/2020Wildcat Electric Supply149014900
3BTGWO-DPO-015/14/2020OSI Optoelectronics, Inc000
4BTGWO-DPO-025/14/2020Express Systems & Peripherals4315.554315.550
5BTGWO-DPO-035/14/2020Communications Supply Corporation3205.153205.150
6BTGWO-DPO-046/6/2020Wildcat Electric Supply2320.92320.90
7BTGWO-DPO-056/6/2020Innovative IDM, LLC3681.43681.40
8BTGWO-DPO-066/6/2020Iteris700070000
9BTGWO-DPO-076/6/2020Dehn Inc.1278.241278.240
10BTGWO-DPO-086/6/2020Teleste Corporation6897.26897.20
11BTGWO-DPO-096/6/2020Enterprise Systems Corporation3482.83383.899
12BTGWO-DPO-106/7/2020Communications Supply Corporation2944.72653.7291
13BTGWO-DPO-116/13/2020Wesco Distribution, Inc.1243.851243.850
14BTGWO-DPO-126/22/2020Anixter332.53332.530
15BTGWO-DPO-136/26/2020Quadbridge, Inc.2528.882528.880
16BTGWO-DPO-146/27/2020Daktronics, Inc.80200802000
17BTGWO-DPO-158/17/2020Quadbridge, Inc.733230004332
18BTGWO-DPO-168/19/2020Quadbridge, Inc.1663.211663.210
19BTGWO-DPO-178/21/2020Govcomm, Inc.445044500
20BTGWO-DPO-189/15/2020Anixter1085.651085.650
21BTGWO-DPO-199/16/2020Paradigm Traffic Systems Inc254725470
22BTGWO-DPO-2010/26/2020Dehn Inc.271.2271.20
23BTGWO-DPO-2110/26/2020Wesco Distribution, Inc.557.23557.230
24BTGWO-DPO-2210/26/2020Wildcat Electric Supply1331.371331.370
25BTGWO-DPO-2311/19/2020Innodisk Usa Corp186518650
26BTGWO-DPO-253/25/2020Twincrest Inc100010000
27BTGWO-DPO-264/1/2020Wildcat Electric Supply904.42904.420
28BTGWO-DPO-274/6/2020Teleste Corporation6556.46556.40
29BTGWO-DPO-284/7/2020Wildcat Electric Supply2086.52086.50
30BTGWO-DPO-294/14/2020Innodisk Usa Corp389.75389.750
31BTGWO-DPO-304/20/2020Paradigm Traffic Systems Inc719071900
32BTGWO-DPO-314/20/2020Mouser Electronics, Inc.3609.953609.950
33BTGWO-DPO-324/20/2020Elliot Electric Supply, Inc.627562750
34BTGWO-DPO-334/20/2020Wildcat Electric Supply203520350
35BTGWO-DPO-344/21/2020Buyers Barricades Houston LLC000
36BTGWO-DPO-354/21/2020Stripes & Stops Company Inc000
37BTGWO-DPO-364/29/2020Sunbelt Rentals Inc950009500
38BTGWO-DPO-375/10/2020Wildcat Electric Supply999509995
39BTGWO-DPO-385/10/2020Fastenal Company500005000
40BTGWO-DPO-395/14/2020GRAINGER100001000
41BTGWO-DPO-405/14/2020Ground Penetrating Radar Systems, LLC6006000
42BTGWO-DPO-426/11/2020Daktronics, Inc.654565450
43BTGWO-DPO-436/17/2020HD Supply Construction Supply, LTD700007000
44BTGWO-DPO-446/21/2020Wildcat Electric Supply800080000
45BTGWO-DPO-457/19/2020Southern Manufacturing469546950
46BTGWO-DPO-469/23/2020Texan Transportation, Inc.120012000
47BTGWO-DPO-476/21/2020Southern Manufacturing1571.401571.4
48BTGWO-DPO-4766/21/2020000
49BTGWO-DPO-486/22/2020Ram Tools200002000
50BTGWO-PO-014/30/2020Transcore ITS, LLC22400224000
51BTGWO-PO-025/13/2020Twincrest Inc18450184500
52BTGWO-PO-035/13/2020 Sick, Inc 12615.612615.60
53BTGWO-PO-046/6/2020Paradigm Traffic Systems Inc15844158440
54BTGWO-PO-056/13/2020Anixter37658.0337658.030
55BTGWO-PO-066/17/2020Ampro Adlink Technology17852178520
56BTGWO-PO-076/17/2020Southern Manufacturing13645136450
57BTGWO-PO-086/18/2020Communications Supply Corporation20220202200
58BTGWO-PO-096/18/2020Daktronics, Inc.42140421400
59BTGWO-PO-106/18/2020Jai Inc., USA42780427800
60BTGWO-PO-116/20/2020Quadbridge, Inc.16284.8516284.850
61BTGWO-PO-128/6/2020Anixter46185461850
62BTGWO-PO-131/14/2020Communications Supply Corporation37200372000
63BTGWO-PO-141/20/2020Govcomm, Inc.11125111250
64BTGWO-PO-151/20/2020Southern Manufacturing24065240650
65BTGWO-PO-162/8/2020WE Manufacturing & Controls, Inc.14150141500
66BTGWO-PO-173/26/2020DURA STRESS INC888088800
67BTGWO-PO-184/7/2020Communications Supply Corporation17680.0517680.050
68BTGWO-PO-194/16/2020Communications Supply Corporation15873.915873.90
69BTGWO-PO-2010/5/2020Teleste LLC10149101490
70BTGWO-SUB-015/19/2020Metric Engineering, Inc101135.2796078.515056.76
71BTGWO-SUB-023/11/2020MCA Communications INC98890.791891.2396999.56
72BTGWO-SUB-034/30/2021Bernardo Inc dba as Taylor Lightning Pro14366014366
73DPO0001995/14/2020Wildcat Electric Supply285028500
74IH35-37-DPO-016/3/2020Wildcat Electric Supply528005280
75PRUEBA JUAN7/23/2020Lockman Security, Inc.11000011000
76
Project1 Table
Cell Formulas
RangeFormula
F2:F75F2=D2-E2
 
Upvote 0
@Sufiyan97, Thank you for your response.

Not quite; I think my explanation was a bit confusing. let me try this
So for the sheet2 table, if there is a new date added and this data has value in the "Difference Pending" Clomn sheet1 table will dynamically pull that value with the Vendor name matching the date in a new row.
If this data has a SUB in the No. so the data will be pulled under Subcontractor in sheet1 and the same if it does not contain "SUB" it will be under "Pending PO" in sheet 1

New Microsoft Excel Worksheet (2).xlsx
ABCDEF
1No.Date of receipt fra.Buy-from Vendor Name Amount Imported Billed Difference Pending
2BTGWO-SUB-035/30/2022Taylor Lightning Pro$ 14,366.00$ 14,366.00$ -
3DPO0001996/14/2022Electric Supply$ 2,850.00$ 2,850.00$ -
4
SHEET2
Cell Formulas
RangeFormula
F2:F3F2=D2-E2



New Microsoft Excel Worksheet (2).xlsx
ABCDE
1
2
34/1/20225/1/20226/1/2022
4Pending POTotal$ -$ -$ -
5Services
6
7
84/1/20225/1/20226/1/2022
9Subcontractor Total$ -$ -$ -
10Subcontract
11
12
13
SHEET1
Cell Formulas
RangeFormula
D3:E3,D8:E8D3=EDATE(C3,1)
C4:E4,C9:E9C4=SUM(C5:C5)


New data uploaded (Power inde. supply and this vendor has a Difference Pending of $2,250) where the (Electric Supply) Vendor has no Difference Pending that why it's not pulled to the other table.
And when ( Taylor Lightning Pro) has a value now in "Difference Pending" its automatically pulled to the "Subcontractor" the bottom table in sheet 1 because it has the "*"&"SUB"&"*" in "NO." column.

New Microsoft Excel Worksheet (2).xlsx
ABCDEF
1No.Date of receipt fra.Buy-from Vendor Name Amount Imported Billed Difference Pending
2BTGWO-SUB-035/30/2022Taylor Lightning Pro$ 14,366.00$ -$ 14,366.00
3DPO0001996/14/2022Wildcat Electric Supply$ 2,850.00$ 2,850.00$ -
4PO0001506/25/2022Power inde. supply$ 3,500.00$ 1,250.00$ 2,250.00
SHEET2
Cell Formulas
RangeFormula
F2:F4F2=D2-E2


New Microsoft Excel Worksheet (2).xlsx
ABCDE
1
2
34/1/20225/1/20226/1/2022
4Pending POTotal$ -$ -$ 2,250.00
5Power inde. supplyServices$ 2,250.00
6
7
84/1/20225/1/20226/1/2022
9Subcontractor Total$ -$ 14,366.00$ -
10Taylor Lightning ProSubcontract$ 14,366.00
11
12
SHEET1
Cell Formulas
RangeFormula
D3:E3,D8:E8D3=EDATE(C3,1)
C4:E4,C9:E9C4=SUM(C5:C5)
 
Upvote 0

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