+ Reply to Thread
Results 1 to 5 of 5

Advanced filters (criterias in different worksheets)

  1. #1
    Registered User
    Join Date
    01-09-2015
    Location
    Montreal
    MS-Off Ver
    2013
    Posts
    11

    Advanced filters (criterias in different worksheets)

    Hi guys,

    I have 2 different worksheets, one with a series of about 2000 mutual funds and corresponding information for each fund (FundName, sector, cost in %, etc.) the other one has historical monthly returns for each fund displayed in 3 different columns (A = FundName, B = Last Day of the Month, C = Monthly Return for the given Month).

    What I am doing is filtering the mutual funds in the first worksheet to keep only the ones that cost under a certain amount, are in a specific sector so on and so forth.
    Then I would like to filter the "monthly returns" worksheet to only display the returns for the funds that have been filtered in the "FundInfo" worksheet.

    I'm thinking a good way of doing that would be to match the FundName field that is present in both worksheets so that it only returns for the funds that are present in the filtered FundInfo worksheet also show up on the monthly returns worksheet but I'm not sure how to do that. I've tried to play around with the advanced filters but without much success.

    Help!!

    Thank you very much in advance, your help is extremely appreciated.

    Gabriel

  2. #2
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    79,331

    Re: Advanced filters (criterias in different worksheets)

    Welcome to the forum!

    Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one.

    1. Make sure that your sample data are REPRESENTATIVE of your real data. The use of unrepresentative data is very frustrating and can lead to long delays in reaching a solution.

    2. Make sure that your desired solution is also shown (mock up the results manually).

    3. Make sure that all confidential data is removed or replaced with dummy data first (e.g. names, addresses, E-mails, etc.).

    4. Try to avoid using merged cells as they cause lots of problems.

    Unfortunately the attachment icon doesn't work at the moment, so to attach an Excel file you have to do the following: just before posting, scroll down to Go Advanced and then scroll down to Manage Attachments. Now follow the instructions at the top of that screen.

    Please pay particular attention to point 2 (above): without an idea of your intended outcomes, it is often very difficult to offer appropriate advice.
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
    Don't forget to say "thank you" in your thread to anyone who has offered you help.
    You can reward them by clicking on * Add Reputation below their user name on the left, if you wish.

    Forum Rules (updated August 2023): please read them here.

  3. #3
    Registered User
    Join Date
    01-09-2015
    Location
    Montreal
    MS-Off Ver
    2013
    Posts
    11

    Re: Advanced filters (criterias in different worksheets)

    Thanks for the reply Ali, here is the attachment that you requested.
    Attached Files Attached Files

  4. #4
    Registered User
    Join Date
    01-09-2015
    Location
    Montreal
    MS-Off Ver
    2013
    Posts
    11

    Re: Advanced filters (criterias in different worksheets)

    Tell me if there is any other information you would like me to provide.
    Last edited by AliGW; 01-19-2017 at 03:59 PM. Reason: Extraneous quotation removed.

  5. #5
    Forum Moderator AliGW's Avatar
    Join Date
    08-10-2013
    Location
    Retired in Ipswich, Suffolk, but grew up in Sawley, Derbyshire (England)
    MS-Off Ver
    MS 365 Subscription Insider Beta Channel v. 2404 (Windows 11 22H2 64-bit)
    Posts
    79,331

    Re: Advanced filters (criterias in different worksheets)

    Please be patient. Someone will have a look at your workbook and make suggestions, but it has only been 20 minutes since you posted it! Remember forum members are all over the world: I am in the UK, and it is now well into the evening here. I am not able to look at your file at the moment as I am working, but somebody else will.

    By the way, please don't quote whole posts - it's just clutter. If you are responding to a post out of sequence, limit quoted content to a few relevant lines that makes clear to whom and what you are responding

    For normal conversational replies, try using the QUICK REPLY box below.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Using filters for passing multiple criterias
    By egotajcs in forum Excel General
    Replies: 1
    Last Post: 11-27-2016, 03:46 AM
  2. Advanced Filter with Multiple Criterias
    By etaver87 in forum Excel Programming / VBA / Macros
    Replies: 9
    Last Post: 02-13-2016, 12:24 PM
  3. Advanced filters using VBA
    By ahsanzafar in forum Excel Programming / VBA / Macros
    Replies: 4
    Last Post: 11-10-2015, 05:42 AM
  4. Advanced Filters
    By Zan03 in forum Excel General
    Replies: 2
    Last Post: 03-22-2010, 04:47 PM
  5. [SOLVED] Advanced Filters
    By Louise in forum Excel Formulas & Functions
    Replies: 9
    Last Post: 10-28-2005, 07:05 AM
  6. Advanced Filters
    By Louise in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 09-26-2005, 07:05 AM
  7. Advanced Filters
    By carlito_1985 in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 03-29-2005, 02:40 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1