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Index / Match / Small by Month with Date Criteria

  1. #1
    Registered User
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    01-19-2015
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    Warrington, PA
    MS-Off Ver
    2013
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    Index / Match / Small by Month with Date Criteria

    Hello Forum,

    I'm trying to build a report.

    I have the primary Tab "SMERT" which is where I will be pulling the data from.
    On the tab Monthly "Report by analyst" I need a formula that will pull the records indicated by field into this report. by analyst by month=any date for that month selected with the Date Initiated field being the date to reference.

    I have uploaded a sample file. Which has the specific data referenced in the formula's that I have that are not working. I do not wish to use a pivot table for this which I do not like the formatting for with a report.
    Attached Files Attached Files

  2. #2
    Forum Contributor
    Join Date
    01-28-2014
    Location
    Turkey
    MS-Off Ver
    Excel 2013
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    159

    Re: Index / Match / Small by Month with Date Criteria

    For Monthly Report by Analyst sheet / B8 cell

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    Enter formula with CTRL+SHIFT+ENTER

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