Hello Lynne and Welcome to Excel Forum.
If I understand correctly then the following modifications to the workbook should solve some of the issues:
1) Modify the formula in column D of the FPMs sheet to read:
Formula:
=IF([@Date]=0,"",TEXT([@Date],"mmmm"))
2) Match the headers on both sheet i.e. Client Forename and Details
3) Modify the formula in A5 of the yearly calendar sheet to read:
Formula:
=IF($X5=0,"",IFERROR(INDEX(Table1,$X5,MATCH(A$4,Table1[#Headers],0)),""))
Note: Numbers 2 and 3 have been applied to January and February in the attached file.
Let us know if you have any questions.
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