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Need to create a table that essentially filters based upon one criteria

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    Need to create a table that essentially filters based upon one criteria

    I have a table of collected data that I want to be able to sort by Company. The Company is in column A and each row is a separate entry. I want to be able to look at just the rows for one specific company. I would also like to be able to change which company I am looking at. I have attached an example of my database. I would like to do a pivot table that will have a selection for company and then will display all rows (as they are already formatted) that have that company in them. If this is not possible with a pivot table, what other option do I have? I know that google sheets has a function called Query that does what I am looking for and would be useful if not for the fact that I need to be able to hyperlink to documentation stored on an internal server, therefore it has to be excel.

    Would index and match be an option? How would I write that formula?
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    Re: Need to create a table that essentially filters based upon one criteria

    Is this close to what you are looking for?
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    Re: Need to create a table that essentially filters based upon one criteria

    That's a start, but the issue with that is that there will end up being multiple entries for each company. So, there might be 10 rows in the original sheet that are for xyz company. I want them all to display when I select xyz in the dropdown and don't want to see any of the entries for qwerty. Does that make sense?

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    Re: Need to create a table that essentially filters based upon one criteria

    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

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    Re: Need to create a table that essentially filters based upon one criteria

    That'll do for now, but I was hoping to be able to do something a tad more fancy with pivot tables or index and match functions. Any other suggestions will be greatly appreciated.

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    Re: Need to create a table that essentially filters based upon one criteria

    a macro could also do that.

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    Re: Need to create a table that essentially filters based upon one criteria

    similar solution to RCM but using CSE formula to return multiple results

    and a way you might do it with pivot tables using classic layout and repeat item labels on every field
    then adding a slicer


    also like RCM mentioned....VBA
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    Re: Need to create a table that essentially filters based upon one criteria

    humdingaling, that is great! Thanks so much. Now I just need to figure out how to change the data validation in that "Lookup" sheet so that it looks at the "Database" sheet column A to find the Companies that have been entered without showing blanks and repeats in the validation. I am sure there is a way to do it. Anyone know?

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    Re: Need to create a table that essentially filters based upon one criteria

    Use CSE formula to find Unique Companies
    http://www.get-digital-help.com/2009...om-one-column/
    formula i used in attached example is
    in cell O4
    Formula: copy to clipboard
    Please Login or Register  to view this content.


    then use dynamic named range so your DV isnt filled with numerous blank spaces
    http://www.excel-easy.com/examples/d...med-range.html

    Named range (which i named Companies) formula i used is
    Formula: copy to clipboard
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    then in the DV i simply just made it
    =Companies

    all formulas can be and needs to be extended to suit your needs
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    Re: Need to create a table that essentially filters based upon one criteria

    A bit of a change is being made to this sheet, and now I have run into another snag. I have attached the new version of the sheet. I need to be able to put either an "x" for selecting multiple companies, or a "Yes", and "No" in the new columns. Is it at all possible to write a formula in the incentive lookup sheet in column A to say that if the data validation in B6 shows "GenHP", then all of the lines in Database! that have the GenHP column checked will populate the incentive lookup table?

    The reason this needs to be done is because some incentives will be applicable to multiple companies and thus need to show up in the lookup for each depending upon which is selected.

    For example if the first line in the database were applicable to ECM and BES, I would like to be able to check those boxes, go over to the lookup sheet and validate based upon ECM and see that line populate, but if I change the validation to BES, it should still populate, but not if anything else is selected in the validation.
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