Using data in a worksheet to complete another worksheet

[rubyroo]

Hi All

I hope someone can please help me. I am using Excel 2007 and I have a workbook which i downloaded from the microsoft templates called 'Invoice Tracker' which i have adjusted slightly to suit my needs for tracking my sales invoices and it works a dream but what i now need to do is the following:

Filter the main worksheet by customer and then filter again to show those invoices which are still outstanding (which i can do easily). From this i then need to create another worksheet within the main workbook to use as a template which i can use to create a 'Statement of Account' so that i can easily send these out to my customers to chase them up for payment. The information which i will need on the 'Statement' worksheet will be 'invoice no, invoice date, customer, invoice amount and outstanding amount'. Rather than just copy and paste each time, is there a better way to do this automatically based on the 'Customer name' i either filter or enter into a specific field.

I am sure that this must be possible, but i really can't get my head around it. If anyone has any ideas on the best way to deal with this i would be very grateful.

Thanks in advance for your help.

 

[VoG]

Depending on how your data is laid out you may be able to use VLOOKUP http://www.contextures.com/xlFunctions02.html or INDEX/MATCH http://www.contextures.com/xlFunctions03.html