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Pull data from one sheet based on data in another sheet

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    Pull data from one sheet based on data in another sheet

    On sheet 'Client Ledger' I am inputting items bought for and charged to a client.
    On 'InvoiceReceipt' I am creating either an invoice or a receipt for the client. If F1 says 'Client Statement' I would like it to pull all unpaid items from sheet 'Client Ledger' and put them onto the statement. If F1 says 'Receipt' then I would like it to pull all unpaid items from sheet 'Client Ledger' and put them onto the statement.

    I would prefer for this to not be VBA -- but if it has to be I will definitely work with it. Any help would be greatly appreciated!!

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    Re: Pull data from one sheet based on data in another sheet

    It is not letting me add an attachment. I will try again in a little bit -- but if anyone has any ideas - they would be greatly appreciated!

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    Re: Pull data from one sheet based on data in another sheet

    Attach a sample workbook (not a picture or pasted copy). 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.
    HTH
    Regards, Jeff

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    Re: Pull data from one sheet based on data in another sheet


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    Re: Pull data from one sheet based on data in another sheet

    How about this...
    Attached Files Attached Files

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    Re: Pull data from one sheet based on data in another sheet

    I am not seeing anything.

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    Re: Pull data from one sheet based on data in another sheet

    Did you look at the formula in A13 on the Invoice tab? It's a CSE formula.

    IMPORTANT
    • This is an array formula
    • Enter the formula >> press F2 then >> CTRL + SHIFT + ENTER
    • If entered correctly, the formula will be enclosed in {brackets}
    • Do not enter the {brackets} manually

    Now change the value in F4 on the same tab.

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    Re: Pull data from one sheet based on data in another sheet

    It came up.
    When I change it to Receipt, nothing changes.

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    Re: Pull data from one sheet based on data in another sheet

    Is there a way to do this so that it automatically pulls the information when I change it to Receipt or is that a VBA thing? If VBA, can you help me set that up?

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    Re: Pull data from one sheet based on data in another sheet

    Are you sure? I just downloaded the attachment in post #5 and it works fine.

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    Re: Pull data from one sheet based on data in another sheet

    I keep changing F4 from Client Statement to Receipt and nothing is changing.

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    Re: Pull data from one sheet based on data in another sheet

    What is in A13?

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    Re: Pull data from one sheet based on data in another sheet

    =IFERROR(CHOOSE(MATCH($F$4,{"CLIENT","RECEIPT"},0),INDEX('Client Ledger'!$A$2:$A$5,SMALL(IF('Client Ledger'!$D$2:$D$5="no",ROW('Client Ledger'!$D$2:$D$5)-ROW('Client Ledger'!$D$2)+1),ROWS($A$13:A13))),INDEX('Client Ledger'!$A$2:$A$5,SMALL(IF('Client Ledger'!$D$2:$D$5="Yes",ROW('Client Ledger'!$D$2:$D$5)-ROW('Client Ledger'!$D$2)+1),ROWS($A$13:A13)))),"")

    Except it has the array brackets.

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    Re: Pull data from one sheet based on data in another sheet

    I don't know what to tell you as the attachment in post #5 works for me.

    As a matter of fact, that formula can be adjusted to...

    =IFERROR(INDEX('Client Ledger'!$A$2:$A$5,SMALL(IF(CHOOSE(MATCH($F$4,{"CLIENT","RECEIPT"},0),'Client Ledger'!$D$2:$D$5="no",'Client Ledger'!$D$2:$D$5="Yes"),ROW('Client Ledger'!$D$2:$D$5)-ROW('Client Ledger'!$D$2)+1),ROWS($A$13:A13))),"")

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    Re: Pull data from one sheet based on data in another sheet

    It isn't working for me at all.

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    Re: Pull data from one sheet based on data in another sheet

    It's working perfectly here, too.

    Cara - are you using the file provided in post #5? Please attach here a file that is not working for you.
    Ali


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    Re: Pull data from one sheet based on data in another sheet

    Is calculation set to automatic?

    If you have been using any VBA procedure that temporarily disables calculation while it runs, an error in the code could cause it to be left disabled afterwards.

    Change F4, then press the f9 key or save the file. Does anything change then? (Try this twice just to be sure that you haven't changed it back to the original content).

    If this has happened, then to re-enable automatic calculation, press f11, then Ctrl g and enter the code below into the 'Immediate' window (the white box at the bottom of the vba editor)
    Please Login or Register  to view this content.
    and press enter.
    *** Note that the cursor must be on the same line as the code before pressing enter, otherwise it will not work ***

    You will also need to investigate and fix the cause of the error in your code which has caused this to prevent the problem from happening every time you run it.

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