Excel Newb - A few pointers to get started (filtering by date)

[pdoyon]

Hey everyone!

First post, and relatively new to the advanced functions of excel. So thanks in advance for your help.


I have a followup file for work that basically has all my clients information in a horizontal line. Ultimately, I would like to be able to have a drop down list of weeks (sunday to saturday) of when I sold.



Example, show customer line IF DATE between is 14/09/2014 and 20/09/2014.

For organization purposes I would like to keep my main table in one sheet where I can enter new information everyday, but I would like another sheet to display the sales done that during that week; where I will be able to manipulate a few statistics.


Now, I don't want this done for me, but would simply like to know what I should use. I've never used a pivot table or anything, I have messed a bit with the filtering but I am not familiar with the POSSIBILITIES of this software.

How do I USE data from another sheet and keep it lined. I want the other table to show the same information, but it is filtered(SHOW) by date.


Thanks a lot for any help!

[hoyasaxa215]

It'd probably be easiest to upload a sanitized sample file to better illustrate what you want to accomplish. You can then learn how it works and apply that to your full file.

[FDibbins]

Hi, welcome to the forum

1 way to do this would be to add a helper column to the side of your data (a helper column is 1 that you put a formula/data in to help with other calcs). Put your filter/search criteria in a specific cell, then include a test for that cell in teh helper, to pull in an increasing count of rows that match your criteria.

Then use a vlookup or index/match to pull in the matching data to another sheet.

Upload a sample and I will help you through it