Parse Workbook Data Based On Date

indiemusicboy

New Member
Joined
Apr 9, 2020
Messages
47
Office Version
  1. 365
Platform
  1. MacOS
I have a workbook that consists of hundreds of like-templated worksheets. Meaning each worksheet has the same fields/construction as the last. I need to be able to create a "dashboard view" (rollup) worksheet that pulls specific workbook data related to an upcoming date as the catalyst.

In other words, I want to create a single pane that shows impending contract renewals - from the workbook.

Here is the statement:

If the contract end date is less than 90 days (P138:P145), then list its service (B138:B145), its dollar value (O138:O145) and its health (L138:L145) from that same section (B138: P145). Also reference the customer (F3), the CSM rep (L3) on the account and the customer CSAT (R10) [no pictured here].

TEMPLATE WORKSHEET:
Screen Shot 2021-05-21 at 9.25.38 AM.png


It would go into something a worksheet like this ideally once it parses that data somewhere else so its clean and focused. (C51:C67) is the customer name listed in the above example:

DASHBOARD:
Screen Shot 2021-05-21 at 9.23.20 AM.png
 

Excel Facts

Why does 9 mean SUM in SUBTOTAL?
It is because Sum is the 9th alphabetically in Average, Count, CountA, Max, Min, Product, StDev.S, StDev.P, Sum, VAR.S, VAR.P.

indiemusicboy

New Member
Joined
Apr 9, 2020
Messages
47
Office Version
  1. 365
Platform
  1. MacOS
I'd love to help co-solve this with someone. I'm thinking it has to start with the date first and then associate specific cells if that criteria is met. Just not sure the best way to do it. My guess is this is cumbersome if not messy but its really the only option I have for my job right now without real software in place.
 

indiemusicboy

New Member
Joined
Apr 9, 2020
Messages
47
Office Version
  1. 365
Platform
  1. MacOS
One last bump in case someone has some direction or can assist here. Again - appreciate this boards wisdom and assistance as always!
 

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