Vlookup

[cr0unch]

I have am in need of some excel help please!

I have one master sheet that lists all the information on a client. I have 12 subsequent sheets labeled by month. I need a formula that will auto-populate each months sheet based on two different months. For example, For January spreadsheet I would want any client that has a January or July in the review month column to auto-populate from the master sheet. I need to be able to then sort it by branch and have the formulas stay in tack.

Anything in yellow under the month sheet would need to be auto-populated from the master sheet.


I've tried a couple of vlookup formulas but don't get the desired result.


Please help!

[daffodil11]

Sort and have formulas stay intact? I'm not sure such a thing can be done.

B6:

=IFERROR(INDEX(Master!A$2:A$5,SMALL(IF(((Master!$D$2:$D$5="Jan")+(Master!$D$2:$D$5="July")>0),ROW(Master!$D$2:$D$5)),ROW(A1))),"")

Entered as an array with Ctrl+Shift+Enter, and then dragged down and over will pull your unique results, but because it's a formula-based result it won't be sortable at all.

Instead, I'd look for a VB code solution with a button to refresh the page so that you can pull in all relevant results, play with it, and re-pull as needed.

[daffodil11]

And here is one such button.