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Index and Match with based on IF then condition?

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    Index and Match with based on IF then condition?

    I am unsure how best to explain my problem, so I included an attachment with example data and my desired output, along with my first attempt.

    I am trying to create summary tabs based on columns and rows in another worksheet. This is an example- in practice the "Rev" document in the attached is a complex pivot table based on inputs from company stakeholders. My desired output and my attempt (using Index and Match functions) is attached.

    I need a solution that only includes Briefs if Rev>0 in the 'In Brief' column, instead of returning all the Briefs. Do I need to incorporate and Offset function?

    I appreciate your input.
    Attached Files Attached Files

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    Re: Index and Match with based on IF then condition?

    Couldn't you just create another pivot table off the same input data as the Rev table, and then filter for Rev > 0?

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    Re: Index and Match with based on IF then condition?

    Unfortunately not. My pivot table contains many other pieces of information that make it necessary to keep the data in this format. I could augment the original data and create multiple pivot tables to accommodate my different criteria, but I am looking for a solution that I will be able to refresh weekly.

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    Re: Index and Match with based on IF then condition?

    Refreshing isn't a problem; you can refresh a pivot table whenever you want. Just set the PT to "refresh when opening workbook" and you'll be golden, maybe?

    Honestly, the reason I'm resisting your request-as-written is because going "Data => Pivot Table => Formula Table" is highly unstable; pivot tables are unsuited to being an intermediate step because their positional information is so volatile. It's very easy to completely break the fundamental logic. That is, you can point at a cell range inside a PT as easily as you please, but you can completely unmake the reference just with drag-and-drop to reformat the PT. Plus the functions usually end up being confusing work-around monsters that are a barrier to maitanence, that is, come back a year later to update the sheet and you have to spend brainpower figuring out how it works.

    Can you post a desensitized version of the spreadsheet containing the PT? I would like to exhaust my objections before trying to kludge together a formula solution.
    Last edited by ben_hensel; 09-08-2014 at 05:21 PM.

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    Re: Index and Match with based on IF then condition?

    The layout of your desired output is not very conducive for use of formulas.
    However, please see attached file on Sheet1.
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    Re: Index and Match with based on IF then condition?

    Sure thing. A ton of formulas go into getting the data so but I pasted it as values here to make things simple (I am unable to change the format). Data -> Pivot -> Pivot Values (paste as values, clean, sort) -> 'Aviation' tab (Desired Output).

    I am open to any suggestions you have to make this easier. Thanks for taking a look!
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