I have a workbook in which I have created "Investor" and "Deal" templates that will be used to manage deal specific data, but that also aggregate client data across all 'deals' so that all relevant client communication is captured on their specific tab.
The folder contains a master "Index" tab that dynamically returns the list of sheet/deal/investor names. There are also blank Title Sheets that will be used to help sort the investor/deal templates into categories.
I would like to have it so that as an "Investor" is selected from the "Capital Source" dropdowns starting in Row 47 on the ."Deal Template" sheet, that the Deal Name in cell (D9) will be returned to the appropriate "Investor Template" sheet (starting at Row 41), along with the corresponding Investor's Notes from the Deal Template (starting at S47).
Is there a way (not fully opposed to macros, but need it to be as non-volatile as possible), to have the Investor Sheet automatically find it's name across all Deal Template "Capital Source" ranges, and return the corresponding Deal Name and Notes to the Investor Sheet?
...Subsequent other "Deal" and "Investor" sheets/tabs will be added as new "deals" or investor relationships materialize -- (Deals will be sorted after the DEALS>> title sheet, and Investors after their appropriate category). I had thought there may be a way to start an INDEX/MATCH/COUNTIF formula range that spans DEALS>>:END, but was unsure how to make it work.
Any help would be greatly appreciated!!!
Bookmarks