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Budget Array Formula lookup pulling transactions in wrong order

  1. #1
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    Budget Array Formula lookup pulling transactions in wrong order

    Hi Excel gurus

    The context is, I am trying to get the top 5 transactions[amount] addresses, within two dates, with the type of expenses, using small to get the 1st,2nd,3rd..etc
    I then use
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    to pull information about the transaction.

    Ideally I would like it to return the address of Transactions[Amount]

    Example of transactions table
    Date Duplicate Check Description Type Subtype Amount
    01/01/1999
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    Transaction description Type (Eg. Expenses) Subtype (Eg. Eating Out) $123

    The below code appears to be returning the date and then sorting, using small(), rather than returning the amount and sorting.

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    I am fairly sure that the highlighted red section is the cause, returning the row would likely target the first column in that row, which is the date in my case.

    I had also tried this formula, but this was matching amount, not the check column.

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    I think I have most of the pieces, I just can't seem to put them together correctly.

    Can someone please assist?

    Ps. If anyone can think of a better solution to identify duplicates (bearing in mind the processed date and actual date on my transaction statements differ, as do the descriptions), I would be forever in your debt!
    Attached Files Attached Files
    Last edited by the_grinch; 11-26-2018 at 11:34 PM. Reason: Re-upped attachment with highlighted foruma

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    Hi the_grinch. Welcome to the forum.

    I think we are going to need a small excel workbook uploaded. It would lend better context to this solution.

    You almost always get faster solution if you do so.

    If you do not know how to do this (ignore the 'paperclip' icon ... it hasn't worked for a long time)
    Follow these instructions instead.

    To attach a file to your post: (Please no pics or screenshots ... saves retyping data.),

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    The file name will appear at the bottom of your reply.
    Dave

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    Hi FlameRetired,

    No problems, I have uploaded a somewhat sanitized copy of my current workbook, highlighting the parts I am having specific issues with.

    I hope it helps!

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    You'll want to un merge the cells in columns E:H. They cause havoc in formulas and sorting.

    Then select B24:J28 and with column J active just sort ascending. That would be the simplest way.

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    Hey FlameRetired,

    Thanks for your prompt response!

    Apologies if I misspoke, the actual sorting should be done by this formula, so that I can filter the date/type and then sort by amount.

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    Merged cells are rubbish to sort, I know that much. Which is why I am relying on the SMALL() to find the 1st, 2nd, 3rd etc biggest expense and then offset(indirect(^that cell)),0,xyz) to get the other details.

    I just realized, however that the formula I keep mentioning is in a cell with white text to hide it, which I forgot to highlight. B24:B28. I'll re-up with that highlighted.
    Last edited by the_grinch; 11-26-2018 at 09:50 PM. Reason: Changed workbook name to match sanitized copy

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    In the attached this array helper formula does all the heavy sort lifting. In B24
    Formula: copy to clipboard
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    In D24 the dates
    Formula: copy to clipboard
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    In E24 the descriptions
    Formula: copy to clipboard
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    In I24 the sub types
    Formula: copy to clipboard
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    and in J24 the amounts
    Formula: copy to clipboard
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    Re: Budget Array Formula lookup pulling transactions in wrong order

    Genius.

    Consider this solved and thank you so much!

    I'm going to do a bit more digging/evaluator to try understand how that works.
    If you get a chance, might you be able to break down this code into the steps it takes?
    Formula: copy to clipboard
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    Otherwise, thank you so much, again!

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    Re: Budget Array Formula lookup pulling transactions in wrong order

    You are welcome. Glad to help and thank you for the feedback.

    Since this is takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.

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