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Formula to extract Data fields based on given date and other criteria

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    Formula to extract Data fields based on given date and other criteria

    I am looking for some help in one formula to get the desired output...I have data table something like below...which includes Name, Date, Amt, Type and Place...

    I have only Type1, Type2 and South, North...these will not change.

    Name Date Status Amt Type Place
    AA 20-Feb-19 Close $2,082 Type1 South
    BB 20-Feb-19 Open $2,110 Type1 North
    CC 20-Feb-19 Open $1,723 Type1 North
    DD 21-Feb-19 Close $4,528 Type1 North
    EE 21-Feb-19 Open $4,554 Type1 North
    FF 21-Feb-19 Open $2,943 Type1 South
    GG 21-Feb-19 Open $4,638 Type1 South
    HH 22-Feb-19 Open $4,212 Type1 South
    II 22-Feb-19 Close $2,308 Type1 South
    JJ 22-Feb-19 Close $2,337 Type1 South
    KK 22-Feb-19 Close $4,881 Type1 North
    LL 23-Feb-19 Open $3,663 Type2 North
    MM 23-Feb-19 Open $1,004 Type2 North
    NN 23-Feb-19 Open $4,559 Type2 South
    OO 24-Feb-19 Close $3,779 Type2 South
    PP 24-Feb-19 Close $1,513 Type2 South
    QQ 24-Feb-19 Close $3,585 Type2 South


    I need to segregate based on "Date" field...each date should give one set of table..for example given below for 20th Feb...it should segregate whatever available for both North and south data sets separately

    Require output....

    20-Feb-19 Closed
    Place Date Name Type1 -Amt Typ2 - Amt Total
    South 20-Feb-19 AA $2,082 0 2082

    20-Feb-19 Open
    Place Date Name Type1 -Amt Typ2 - Amt Total
    North 20-Feb-19 BB $2,110 0 2110
    North 20-Feb-19 CC $1,723 0 1723


    Thank for your help...

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    Re: Formula to extract Data fields based on given date and other criteria

    To best describe or illustrate your problem you would be better off attaching a dummy workbook. The workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

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    Re: Formula to extract Data fields based on given date and other criteria

    Thank you for the reply...I attached sample data with more detailed
    Attached Files Attached Files

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    Re: Formula to extract Data fields based on given date and other criteria

    Pl see file
    For K4 dragged to L column
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    In M4
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    In N4
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    All are dragged down
    Formulas change slightly for each table.
    Attached Files Attached Files
    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

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    Re: Formula to extract Data fields based on given date and other criteria

    Many thanks for your reply....everything works fine but when amount pertains to type2 should show to correspond name...I attached and provided comment in "N4" cell..

    Amount types should reflect to their respective customer names...

    I attached the file.
    Attached Files Attached Files

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    Re: Formula to extract Data fields based on given date and other criteria

    I have changed formula for First table only
    Formula in M4 is dragged till N12
    Similarly Change for other tables
    In M4
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    Attached Files Attached Files

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    Re: Formula to extract Data fields based on given date and other criteria

    Many thanks for your help...I have only last request...I would need another table which should ignore the place...I attached the reference file...Thank you very much for your help again...
    Attached Files Attached Files

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    Re: Formula to extract Data fields based on given date and other criteria

    Hi kvsrinivasamurthy,

    I would believe you should just little tweak the existing formula get both combines places .. I only this to complete my requirement.I would really appreciate if you can just give that formula...Thank you once again...

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    Re: Formula to extract Data fields based on given date and other criteria

    Why do you want duplicate columns for "Name".
    In J32
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    In N32
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    Attached Files Attached Files

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    Re: Formula to extract Data fields based on given date and other criteria

    Hi kvsrinivasamurthy

    Can you please share the formula in case if I want to add another criteria like "Status" Close or open to above requirement. If you can share the formula, I will try to incorporate ...thank you

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    Re: Formula to extract Data fields based on given date and other criteria

    The best way to ensure that you can manipulate these formulae yourself is to TRY to incorporate another criterion and see what happens - then ask for help if it doesn't work.
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    Re: Formula to extract Data fields based on given date and other criteria

    Thank you very much...I did it and found the solution ...

  13. #13
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    Re: Formula to extract Data fields based on given date and other criteria

    Good to know.

    If that 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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