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Create A summary based on Existing Data

  1. #1
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    Create A summary based on Existing Data

    Hi,

    I need your help with a workbook. A sheet has different customer names I've done the conditional formatting so that it is highlighted in that particular sheet.

    My requirement: I have a blank summary sheet which i need populated based on month. Say this is April, i want to be able to see the April names and the next month I need to be able to see the May name.

    All help is much appreciated !

    God Bless
    Attached Files Attached Files
    Last edited by jebindavidson; 04-24-2013 at 01:10 AM. Reason: Attached Excel

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    Re: Create A summary based on Existing Data

    Please attach a sample workbook with expected output for better understanding


    If your problem is solved, then please mark the thread as SOLVED>>Above your first post>>Thread Tools>>
    Mark your thread as Solved


    If the suggestion helps you, then Click *below to Add Reputation

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    Re: Create A summary based on Existing Data

    Hi,

    Sorry about that. Just attached the file for ur understanding in my main thread
    Last edited by jebindavidson; 04-24-2013 at 01:33 AM.

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    Forum Expert Fotis1991's Avatar
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    Re: Create A summary based on Existing Data

    IN C9 and copy down and across, this ARRAY formula.

    =INDEX(Birthday!E$5:E$40,SMALL(IF(MONTH(Birthday!$F$5:$F$40)=MONTH(TODAY()),ROW(Birthday!E$5:E$40)-4),ROW(Birthday!E1)))
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    Re: Create A summary based on Existing Data

    That was instant. Thanks !!

    I really need a little help understanding how to put the formula in C9

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    Re: Create A summary based on Existing Data

    ..I really need a little help understanding how to put the formula in C9
    What kind of help?
    Attached Files Attached Files

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    Re: Create A summary based on Existing Data

    Wow ! Thanks a Million !!!

    Quick Question: If its May will the summary reflect the dates in May ??
    Last edited by jebindavidson; 04-24-2013 at 03:49 AM.

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    Re: Create A summary based on Existing Data

    ............................

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    Re: Create A summary based on Existing Data

    Sorry to bother you for one last time.

    I really have trouble replicating the formula for the service anniversary sheet.

    I know i'm asking too much of you. Just this one please

    Btw, the formula u've created is great...

    Question: if there is nothing to populate will it appear as NUM (Excel error).

    Thanks again
    Last edited by jebindavidson; 04-24-2013 at 05:57 AM.

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    Re: Create A summary based on Existing Data

    =IFERROR(INDEX(Birthday!E$5:E$40,SMALL(IF(MONTH(Birthday!$F$5:$F$40)=MONTH(TODAY()),ROW(Birthday!E$5:E$40)-4),ROW(Birthday!E1))),"")

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    Exclamation Re: Create A summary based on Existing Data

    1. I tried replicating the formulas for service anniversary sheet, something is going wrong (Guess its a problem with me)
    2. The IFERROR works for the error but removes the contents (Again it can be my mistake)

    I've attached my messed up Excel for your magical touch.

    Thanks in Advance !!

    (It would be lovely if I could take a copy of your completed work )
    Attached Files Attached Files
    Last edited by jebindavidson; 04-24-2013 at 06:41 AM.

  12. #12
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    Re: Create A summary based on Existing Data

    Just now i work on a computer using Excel 2003, so i can not understand why IFERROR does not works for you.. In any case i use IF(ISERROR, and here is the result..

    .
    .It would be lovely if I could take a copy of your completed work
    Not sure that i understand what you mean by this!
    Attached Files Attached Files

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    Re: Create A summary based on Existing Data

    Thanks A lot !! That's all i ever wanted.

    What I meant was i wanted you to give me the attachment you worked on. I got it now. Thanks a ton.

    God Bless

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    Re: Create A summary based on Existing Data

    Hi,

    The I have highlighted a cells on the Summary page. It is supposed to give only the April Dates, but its giving May and June dates also.

    Please see my attachment.

    Please Help !!!
    Attached Files Attached Files
    Last edited by jebindavidson; 04-24-2013 at 08:00 AM.

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    Forum Expert Fotis1991's Avatar
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    Re: Create A summary based on Existing Data

    The reality is to try to understand how formula works and modify this, as you need.

    In this case a slight modification of formula in column C, would be able to give you the correct result. In this case you don't need me or anyone else to help you. You can do it alone.

    God Bless you too.
    Attached Files Attached Files

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    Re: Create A summary based on Existing Data

    Thank a lot for your help.

    You're a star !!

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