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Attempting to populate form organised by date from another worksheet via drag and drop

  1. #1
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    Attempting to populate form organised by date from another worksheet via drag and drop

    So I never post on these things...

    But basically I've got a rent account set up that calculates where everybody is at organised into fortnightly periods with balances at the end of each period...
    I want to be able to auto populate each section from another worksheet... where I can just drag and drop my bank statements in CSV form... and have the fortnightly fields auto populated... At the moment it's looking like some kind of INDEX/MATCH arrangement...
    I re purposed a formula I got from the net...
    But it's a little buggy...
    Any ideas?

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    Tried to up load an image but the thing is Archaic as all hell...

    So here is the formula I'm using...

    =INDEX('RENT ACC DRAG N DROP'!$A19:$A49,MATCH(TRUE,INDEX('RENT ACC DRAG N DROP'!$A$1:$A$31>'AUTO RENT BETA'!$A$125,0),))

    Basically, I want it to give me everything from the array on the drag n drop page sequentially, referencing the smallest value greater than the period end date from the previous fortnight up to and including the end date of the current period, referenced from th eform itself....

    The way I've got it to almost work s that the first entry in each form references the end date from the previous section, each one after that references the date above... but I need them to stop at the point of equal to or less than the end period date... referenced from the table...

    It seems a big ask and I'm trying to avoid using VBR
    ...

    Any Takers?

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    Attach a sample workbook (not image).

    Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate.

    Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    [deleted]
    I am late, see post#3

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    In many respects it would be best if it referenced the entire column as it gets built in the drag and drop work sheet....

    The format is Date, Payment , Reference, Blank, amount, account balance.

    It's almost working as is, surprisingly, as there or often payments on the same day, but it seems to take note of this and give me the payments sequentially..
    Unfortunately though... it seems to bug out and give odd references on occasion...

    Would a Vlookup function be better? Limited variables though...

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    Noted above .... thanks for the reply... Will get that together ASAP

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    Okay so I I have uploaded a mock up...

    I've changed names but these are based on actual entries, but numbered to be sure that each entry is in fact a new entry... There is another section to this spread sheet, that adds up everyone's payments and derives balances and totals by searching the data that I am trying to auto populate now, But thats not relevant, What O need help eith is just autopoulating the fields from theCSV data...

    I had a index/ match formula but it was buggy... which I copied into an earlier post...

    The first entry is how thy all should appear... all entries need to be sequential greater than the previous date and < or = to the next date for each field.

    In my attempt the formula reffered to the last date of the previous field, and then each reffered to the previous entry for the date, in that field, pbviously they all need to reffer to the end date of the fortnightly period... so that no entries exceed it.

    I'm stumped...

    Any takers?

    Cheers,

    Q
    Attached Files Attached Files
    Last edited by quinnjin; 03-03-2018 at 06:08 AM.

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    Re: Attempting to populate form organised by date from another worksheet via drag and drop

    Confused by the dates: you have 01/01/2018 and 07/01/2018 so I ASSUME you want entries between (and including) these dates.

    Your first entry is date of 31/12/2107 so outside this range

    And you periods are weekly (?) not fortnightly.

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