Using function to format data based on Index-match function

windiestboat

New Member
Joined
Jul 2, 2020
Messages
4
Office Version
  1. 2016
Platform
  1. MacOS
Hello,

I am trying to understand if I can use a series of functions to format an invoice and isolate data that lacks a unique indicator. As opposed to a macro

Imagine I have the following data:
Untitled 3.png

i want to produce the following two invoices:
Untitled 345.png
Untitled 65.png

i can use index-match to fill in the data for each individual account but is there someway I can automatically have excel separate the individual accounts for each group using "a" or "b" or "c" etc.. as the only hard coded input? and then can i have excel index match for each account and subsequently the amount due?

Ideally i want to say produce an invoice for "a", "b", or "d" and have all the corresponding data formatted automatically. Perhaps i can use an if(counta function? if a>1 do x,y,z etc...

thanks for the help!
 

Excel Facts

Did you know Excel offers Filter by Selection?
Add the AutoFilter icon to the Quick Access Toolbar. Select a cell containing Apple, click AutoFilter, and you will get all rows with Apple
Maybe another method is to use a pivot table, filter them by account, like this:

Pivot 1.jpg


Pivot 2.jpg
 
Upvote 0
Hi Larry, Thank you for your reply. That may work in a number of instances.
 
Upvote 0

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