+ Reply to Thread
Results 1 to 6 of 6

Formulas to pull data based on date range from one worksheet to another in same workbook

  1. #1
    Registered User
    Join Date
    06-06-2016
    Location
    Denver, CO
    MS-Off Ver
    2013
    Posts
    3

    Formulas to pull data based on date range from one worksheet to another in same workbook

    I have a spreadsheet with 4 tabs. One has all quarterly data, the other 3 tabs are labeled per month.

    I want to pull the data from Q3 into each month, based on dates 7/1/16 to 7/31/16 for July, 8/1/16 to 8/31/16 for Aug, etc.

    the data to be pulled will be multiple rows & columns.

    spreadsheet capture.JPG

    Can anyone help me?

  2. #2
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Formulas to pull data based on date range from one worksheet to another in same workbo

    Can you post a representative sample workbook (use: Go Advanced > Manage Attachments) with any sensitive data removed or altered?

  3. #3
    Registered User
    Join Date
    06-06-2016
    Location
    Denver, CO
    MS-Off Ver
    2013
    Posts
    3

    Re: Formulas to pull data based on date range from one worksheet to another in same workbo

    I attached the book I'm working from. Nothing is sensitive to view.

    Basically I want to pull the info from the Main Tab (Q3 2016), so that when I update that tab, the other tabs also update (removal or addition of rows based on close date)

    I'm not sure I attached this correctly. let me know if you can't view it.

    thanks
    jrox33
    Attached Files Attached Files
    Last edited by jrox33; 06-06-2016 at 05:38 PM.

  4. #4
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Formulas to pull data based on date range from one worksheet to another in same workbo

    Take a look at the attachment and see if it does the trick. It uses essentially the same formula:

    =IFERROR(INDEX('Q3 2016'!$B$2:$N$400,SMALL(IF(MONTH('Q3 2016'!$I$2:$I$400)=7,ROW('Q3 2016'!$I$2:$I$400)-1),ROW(1:1)),MATCH(B$1,'Q3 2016'!$B$1:$N$1,0)),"")

    ...in B2 of each monthly sheet. It should be confirmed with Ctrl + Shift + Enter and filled down, then right. To change the month, all I've done is change "=7" (JULY) to "=8" (AUG). The formula is currently built to account for entries through row 400 on your Quarterly sheet. If you need it to be bigger, change all of the "400"s in the formula to something bigger. Make sure they're all changed to the same number, though - the arrays need to be the same size. Fair warning: bigger = slower. You can speed things up a little by deleting the formulae from the columns that don't require it.

    See if it'll do. Once you add a date to an entry in the Q3 sheet, the appropriate month should automatically add that entry to the next available row.
    Attached Files Attached Files

  5. #5
    Registered User
    Join Date
    06-06-2016
    Location
    Denver, CO
    MS-Off Ver
    2013
    Posts
    3

    Re: Formulas to pull data based on date range from one worksheet to another in same workbo

    I think this is correct! Thank you so much! Such a big help!

  6. #6
    Forum Expert
    Join Date
    05-20-2015
    Location
    Chicago, Illinois
    MS-Off Ver
    2016
    Posts
    2,103

    Re: Formulas to pull data based on date range from one worksheet to another in same workbo

    My pleasure, glad I could help!

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Formula to pull data from one sheet to a new sheet based on date range
    By lisajolley11 in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 01-15-2015, 08:38 PM
  2. Formulas to pull data from one worksheet to another
    By LuvTwoLaugh in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 03-30-2014, 09:21 PM
  3. Replies: 4
    Last Post: 06-18-2013, 08:17 PM
  4. Pull data from worksheet based upon date
    By pyrofenix in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 02-11-2013, 12:55 PM
  5. Pull data from workbook with variable name - based on date
    By MCMIV in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 03-28-2009, 03:20 AM
  6. Based on date, pull sum from a range of cells?
    By infinitysales in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 05-23-2008, 06:08 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1