Sorting Worksheet for check deposits - advanced

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Board Regular
Joined
Aug 3, 2021
Messages
157
Office Version
  1. 2016
Platform
  1. Windows
So I cant figure out how to do this.

I want to search thru a worksheet in column "A" for any instance of the entry "Returned". If found then get the data from columns "C" [name] and "D" [amount].
Now search thru the entire worksheet for any row that matches the data from columns C&D and copy them to another worksheet.
The result should be worksheet with a complete list of returned checks and any other instance from that client for the same amount [this would be the original deposit and any redeposit.]

I cannot get my head around how to do this.
Can anyone help?
Tks.
 

Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)
It would helpful if you showed us a sample of what your data looks like (real or fictitious).
 
Upvote 0
This kind of works in excel 2019. But if you get 365, there is a one-formula solution.
MrExcelPlayground5.xlsx
ABCDEFGHIJKLMN
1Excel 2019Excel 365
2StatusDateNameAmountDate of Returned CheckDate of Ok checkStatusDateNameAmount
3Ok1-NovFred994Mary10011/4/202111/9/2021Ok11/6/2021Fred10
4Ok2-NovGeorge9811James15011/11/202111/5/2021Returned11/12/2021Fred10
5Ok3-NovHarry9712Fred1011/12/202111/6/2021Ok11/19/2021George200
6Returned4-NovMary10018Harry30011/18/2021 Returned11/20/2021George200
7Ok5-NovJames15020George20011/20/202111/19/2021Returned11/18/2021Harry300
8Ok6-NovFred10    Ok11/5/2021James150
9Ok7-NovGeorge20    Returned11/11/2021James150
10Ok8-NovHarry30    Returned11/4/2021Mary100
11Ok9-NovMary100    Ok11/9/2021Mary100
12Ok10-NovMary50    Ok11/24/2021Mary100
13Returned11-NovJames150    
14Returned12-NovFred10    
15Ok13-NovGeorge55    
16Ok14-NovJames45    
17Ok15-NovFred54    
18Ok16-NovGeorge42    
19Ok17-NovMary35    
20Returned18-NovHarry300    
21Ok19-NovGeorge200    
22Returned20-NovGeorge200    
23Ok21-NovFred104
24Ok22-NovJames70
25Ok23-NovJames60
26Ok24-NovMary100
27Ok25-NovFred40
Sheet9
Cell Formulas
RangeFormula
F3F3=MATCH("Returned",A3:A27,0)
G3:G22G3=IFERROR(INDEX($C$3:$D$27,F3,1)&INDEX($C$3:$D$27,F3,2),"")
H3:H22H3=IFERROR(INDEX($B$3:$B$27,MATCH("Returned"&G3,$A$3:$A$27&$C$3:$C$27&$D$3:$D$27,0)),"")
I3:I22I3=IFERROR(INDEX($B$3:$B$27,MATCH("Ok"&G3,$A$3:$A$27&$C$3:$C$27&$D$3:$D$27,0)),"")
F4:F22F4=IFERROR(MATCH("Returned",OFFSET($A$3,F3,0,ROWS($A$3:$A$27)-F3),0)+F3,"")
K3:N12K3=SORT(FILTER(A3:D27,NOT(ISNA(MATCH(C3:C27&D3:D27,INDEX(FILTER(A3:D27,A3:A27="Returned"),,3)&INDEX(FILTER(A3:D27,A3:A27="Returned"),,4),0)))),3)
Dynamic array formulas.
 
Upvote 0

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