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meeting agenda, using various filters

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    meeting agenda, using various filters

    heya

    i have a meeting agenda with 6 columns (where, who, when, comments etc). one column is the month (Jan, Feb), another column the place where the meeting takes place.

    i need an overview sheet where i can filter (dropdown?) months (using also an option to show several months, pe. JAN - MAR) and at the same time the possibility to have an additional filter applied using the place of meeting. Once filtered (for example, JAN - APR, Germany), all entries for this filter should show up either directly, or using a macro.

    the actual workbook with the meeting information is a working file and regularly updated. the meeting places (filter) are fixed.

    i would need a as straight forward as possible solution and i have to say, i'm kind of lost at the moment - any idea is highly welcome

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    Re: meeting agenda, using various filters

    Are you able to post a small sample workbook (Use: Go Advanced --> Manage Attachments, then follow the prompts) so we can see what you're working with? Be sure to alter or remove any sensitive data.

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    Re: meeting agenda, using various filters

    Hi, welcome to the forum

    Not sure you need a macro for this. You just need to apply filters, and then filter on what you need
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    Re: meeting agenda, using various filters

    i actually created it using a lot of IF/AND/OR's and a basic macro - not so familiar with proper filtering / pivots anymore.
    however, i know there are much better / lean ways to solve, any idea welcome

    attached the file with dummy entries.
    Attached Files Attached Files

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    Re: meeting agenda, using various filters

    what are you wanting to show?

    How much data will you have?

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    Re: meeting agenda, using various filters

    CODE For Filter
    Please Login or Register  to view this content.

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    Re: meeting agenda, using various filters

    Here's another alternative - the filtering is macro-free and doesn't use any of your buttons, just the drop downs in B3:B5. Take a look at the attachment or put the formula below (entered with Ctrl + Shift + Enter instead of Enter) in D2, then fill right and fill down. I've set it to work on up to 400 entries in Sheet1, but you can expand the range if necessary.

    =IFERROR(IF($B$5="ALL",INDEX(Sheet1!$B$3:$G$400,SMALL(IF((MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)-2),ROW(1:1)),COLUMN(A:A)),INDEX(Sheet1!$B$3:$G$400,SMALL(IF((Sheet1!$C$3:$C$400=$B$5)*(MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)-2),ROW(1:1)),COLUMN(A:A))),"")
    Attached Files Attached Files

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    Re: meeting agenda, using various filters

    Quote Originally Posted by cantosh View Post
    Here's another alternative - .........
    Nicely done, I was thinking along those lines too.

    Here is a slightly shorter version...
    =IFERROR(INDEX(Sheet1!$B:$G,IF($B$5="ALL",
    SMALL(IF((MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)),ROWS($1:1)),
    SMALL(IF((Sheet1!$C$3:$C$400=$B$5)*(MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)),ROWS($1:1))),COLUMN(A:A)),"")
    still ARRAY entered

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    Re: meeting agenda, using various filters

    Quote Originally Posted by cantosh View Post
    Here's another alternative - the filtering is macro-free and doesn't use any of your buttons, just the drop downs in B3:B5. Take a look at the attachment or put the formula below (entered with Ctrl + Shift + Enter instead of Enter) in D2, then fill right and fill down. I've set it to work on up to 400 entries in Sheet1, but you can expand the range if necessary.

    =IFERROR(IF($B$5="ALL",INDEX(Sheet1!$B$3:$G$400,SMALL(IF((MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)-2),ROW(1:1)),COLUMN(A:A)),INDEX(Sheet1!$B$3:$G$400,SMALL(IF((Sheet1!$C$3:$C$400=$B$5)*(MONTH(Sheet1!$E$3:$E$400)>=MONTH($B$3))*(MONTH(Sheet1!$E$3:$E$400)<=MONTH($B$4))*(YEAR(Sheet1!$E$3:$E$400)>2000),ROW(Sheet1!$E$3:$E$400)-2),ROW(1:1)),COLUMN(A:A))),"")
    ooh, nice! thanks

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