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Pulling data from one worksheet into another based on several criteria

  1. #1
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    12-11-2012
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    Los Angeles, CA
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    Excel 2003
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    Pulling data from one worksheet into another based on several criteria

    Hi -

    I am looking for a formula that will read criteria from one worksheet and pull it from another worksheet based on 3 categories to choose from, purchase, payment, misc. expense and populate the dollar amount based on one criteria.

    The 1st worksheet, called "List" will list hundreds of transactions in addition to the 3 categories above. What I'm struggling with is creating a formula that will pull the data for the from the List worksheet into the 2nd worksheet called "Balances" for those specific categories based on the month criteria.

    Here is what I'm (painfully) trying to do:
    Create a formula in the Balances worksheet that will read -> In the List worksheet, if column A = January, Column B= product, & Column C=(the dollar amount for product in column B), populate the Balances worksheet Cell A2 with the month, Cell B2 with the product, and populate cell C2 with the dollar amount from the List worksheet.

    Any & ALL help is GREATLY appreciated!

    Thanks,

    Kristen

  2. #2
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    12-13-2012
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    Ny, NY
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    Excel 2010
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    Re: Pulling data from one worksheet into another based on several criteria

    If I'm reading correctly, I think this will work.

    In Cell A2 of your Balances worksheet: =List!A2
    In Cell B2 of your Balances worksheet: =List!B2
    In Cell C2 of your Balances worksheet: =List!C2

  3. #3
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    Excel 2003
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    Re: Pulling data from one worksheet into another based on several criteria

    Thanks for the reply. I tried that but it brings in everything listed. I need a formula that will grab only the 3 specific categories and bring in the dollar amounts associated with them.

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