Searching another sheet for values that meet required specification

j0rgeo

New Member
Joined
Aug 7, 2017
Messages
2
Hi all - first post!

Not sure how to word what I want but here goes. I have an excel spreadsheet that on one sheet records details of invoices and on another records authorisations to pay invoices. I want a cell to automatically search the Authorisation sheet for a row and ideally a corresponding Authorisation ID that matches the invoice.

Unique ID

<tbody>
</tbody>
VendorClientStart DateExisting Auth?
(should say)
#001Bob's BurgersJoe Bloggs9/1/01No
#002Fred's FlyingHomer Simpson2/5/01Yes
#003Bob's BurgersKatie Colon2/2/02Yes

<tbody>
</tbody>

Auth. IDVendorClientAuth. StartAuth End
J001Fred's FlyingFrank Sinatra03/04/0520/09/05
J002Bob's BurgersKatie Colon01/01/0131/05/05
J003Fred's FlyingHomer Simpson01/05/0103/05/01

<tbody>
</tbody>

Existing authorisation column should be yes if:
Vendor matches
Client matches Start date between authorised start and end periods.

For this I used =if(B2=authB2,B3=authB3,authB4<=B4<=authB5),"Yes","No")

Which I think is sound for the auth check but I'm not sure how to use it to search for a row that matches and not get stuck on the first column that meets the criteria.

Many thanks for any advice incoming! Please let me know if I'm not being clear.
 

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Hi all - first post!

Not sure how to word what I want but here goes. I have an excel spreadsheet that on one sheet records details of invoices and on another records authorisations to pay invoices. I want a cell to automatically search the Authorisation sheet for a row and ideally a corresponding Authorisation ID that matches the invoice.

Unique ID

<tbody>
</tbody>
VendorClientStart DateExisting Auth?
(should say)
#001Bob's BurgersJoe Bloggs9/1/01No
#002Fred's FlyingHomer Simpson2/5/01Yes
#003Bob's BurgersKatie Colon2/2/02Yes

<tbody>
</tbody>

Auth. IDVendorClientAuth. StartAuth End
J001Fred's FlyingFrank Sinatra03/04/0520/09/05
J002Bob's BurgersKatie Colon01/01/0131/05/05
J003Fred's FlyingHomer Simpson01/05/0103/05/01

<tbody>
</tbody>

Existing authorisation column should be yes if:
Vendor matches
Client matches Start date between authorised start and end periods.

For this I used =if(B2=authB2,B3=authB3,authB4<=B4<=authB5),"Yes","No")

Which I think is sound for the auth check but I'm not sure how to use it to search for a row that matches and not get stuck on the first column that meets the criteria.

Many thanks for any advice incoming! Please let me know if I'm not being clear.

assuming table 1 is in Sheet1 and table 2 is in Sheet2:

E2=IF(SUM(IF((Sheet2!$B$2:$B$4=$B2)*(Sheet2!$C$2:$C$4=$C2)*(Sheet2!$D$2:$D$4<=$D2)*(Sheet2!$E$2:$E$4>=$D2),1,0))>0,"Yes","No") press CTRL+SHIFT+ENTER
 
Upvote 0
Thanks for this, it works well.

Is there a way of pulling through the Auth. ID from the row that meets the criteria? Maybe something like:

E2=IF(​logical statements,"Yes - Auth ID","No")
 
Upvote 0
Thanks for this, it works well. Is there a way of pulling through the Auth. ID from the row that meets the criteria? Maybe something like:E2=IF(​logical statements,"Yes - Auth ID","No")
E2=INDEX(Sheet2!$A$2:$A$4, MIN(IF((Sheet2!$B$2:$B$4=$B2)*(Sheet2!$C$2:$C$4=$C2)*(Sheet2!$D$2:$D$4<=$D2)*(Sheet2!$E$2:$E$4>=$D2), ROW(Sheet2!$A$2:$A$4), ""))-1)press CTRL+SHIFT+ENTER
 
Upvote 0

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