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Filtering Data with and/or criteria --> list range has multiple occurrences of data

  1. #1
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    Filtering Data with and/or criteria --> list range has multiple occurrences of data

    I would like to create a list of clients that meet certain criteria from 3 or 4 categories. For example... They must meet at least 1 criteria from list A, at least 1 criteria from list B,... etc. The list that gets created by my source software has all of the criteria (invoice item ID) in column A and a list of all instances in which clients have met those criteria in column B (each client that pays for said criteria).

    In my attached file Column A represents several different products or services sold. (BBV,BPEU,BPE,PVIR6V) Every time I charge for said product/service another line is added to the list. Column B are the clients that have purchased said product/service. If the same client purchases the same product/service multiple times their client ID will appear on the list with the same invoice item ID multiple times.

    I would like to create 1 list that shows those clients that have purchased (at least 1 BBV) and (at least 1 BPE or BPEU) and (at least 1 of any of the items that have an invoice item ID that starts with P).

    I apologize if my explanation is unclear. Please see the attached spreadsheet and see if it makes any more sense. I welcome any ideas you may have. Thank you in advance for your time.
    Attached Files Attached Files

  2. #2
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    Re: Filtering Data with and/or criteria --> list range has multiple occurrences of data

    Some thoughts for a quick viable approach ...
    a. Create a pivot table on the data in a new sheet (Select Classic under Options > Display)
    b. Put Clientid under Row, invoice item ID under Column, invoice item ID into Values (it'll appear as Count of invoice item ID)
    The pivot table will provide the core summary table: unique clients vs invoice item IDs
    You could then (quite easily) frame up formulae criteria in column(s) adjacent to the pivot to flag the clients which satisfy the criteria accordingly and use filter to retrieve the list of clients as desired

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