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Formula to pull data from one sheet to a new sheet based on date range

  1. #1
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    Formula to pull data from one sheet to a new sheet based on date range

    Hello,

    Please forgive me of any misuse of excel terms, I am self-taught and trying to put together a complicated spreadsheet for my business.

    My goal is to have a spreadsheet with mulitple sheets for a publishing business.
    1) Clients List - All clients data, including their rate and dates which they run (bill)
    2) That month's accounting sheet - This sheet will pull over any client that is running in the current month (seleceted by a drop down at the top with pre-determined dates)

    I found this formula online, and it seems to work, but it is just pulling one piece of data, not any more.
    I also can't seem to figure out why it it choosing just this one particular client/piece of data.

    =IFERROR(INDEX(MyClients[I Sold into my Neighborhood],SMALL(IF(MyClients[First Issue Date MM/YYYY]>=$B$1,ROW(MyClients[I Sold into my Neighborhood])-ROW(MyClients[I Sold into my Neighborhood])+1),ROWS($A$15:A15))),"")

    I have included the sample spreadsheet.
    MagicNumberHelp.xlsx

    Help! Is there a way to get this to work?

    Thank you to any genius that can figure this out!
    Lisa

  2. #2
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    Re: Formula to pull data from one sheet to a new sheet based on date range

    You have 3 tables on the Clients List worksheet. Maybe separate each table to have its own tab first. Are you open to VBA solution or just formula?

  3. #3
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    Re: Formula to pull data from one sheet to a new sheet based on date range

    Hi JieJenn,

    Sorry for being ignorant, but I'm not familiar with VBA. If it's simple, then yes.
    Will what I'm trying to accomplish work with the three tables being on one sheet? Since I will be adding months to this sheet for each publication month, ideally, I'd like to keep the client list to one tab to avoid having a sea of tabs. However, I'm open to whatever will work.

    Lisa

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