Pull in names and comments from one sheet to another based on date range and criteria

LailaT

New Member
Joined
Apr 1, 2019
Messages
9
I want to pull in the names and comments from the Detailed sheet onto the Snapshot based on a date range and a critera.
The criteria is that Active or Appointment are not populated with X.

Detailed:

DateSourceNamePhoneEmailCommentsMax BudgetActiveAppointment
2/4/19REAJohn Smithcomment AX
3/4/19REAAlan Jonescomment B
4/4/19DomainMike Robertscomment CX
5/4/19WebsiteAlice Maycomment D
6/4/19FacebookMatt Otwaycomment EXX

<tbody>
</tbody>

So the following would be pulled into the Snapshot sheet based on the date range of April 2 - April 6:
Alan Jones Comment B
Alice May Comment D

Each week, Snapshot names and comments will be over-written based on the new week.
 

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James006

Well-known Member
Joined
Apr 4, 2009
Messages
3,680
Hello,

Have you tried to use from the menu Data > Filter ...?

Hope this will help
 

LailaT

New Member
Joined
Apr 1, 2019
Messages
9
Hello

But how can that move it onto the Snapshot worksheet based on the criteria? That will just filter on the same spreadsheet, no?
 

James006

Well-known Member
Joined
Apr 4, 2009
Messages
3,680
If you need your results on another sheet ...then use Advanced Filter ...

HTH
 

LailaT

New Member
Joined
Apr 1, 2019
Messages
9

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But I need a formula based on the fields Active or Appointment NOT being populated with X.
 

James006

Well-known Member
Joined
Apr 4, 2009
Messages
3,680
It is NOT a formula ... it is a CONDITION ...

and you can very easily add this condition in the filter ...

HTH
 

LailaT

New Member
Joined
Apr 1, 2019
Messages
9
Hi James006

I keep getting the following error message:

The extract range has a missing or invalid field name.

I have chosen the entire list range from the Detailed worksheet, set my criteria in the Detailed worksheet, and am trying to put the data in a specific location in the Snapshot worksheet and it keeps coming back with the same error message.

Is there not a way to do this through VLOOKUP with conditions?
 

James006

Well-known Member
Joined
Apr 4, 2009
Messages
3,680
Hi,

There are many many possible solutions for your type of question ...

The Advanced Filter is quick, powerful and simple ... as long as you carefully follow the rules ... as explained in the link provided ... :wink:
 

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