Creating a unique list of all items meeting the criteria using an array formula

I am trying to generate a list of all expenses from each quarter. I have attached a sample workbook with sample made up data.

For various reasons, I cannot name the tables or make them actual tables. So I am working with ranges rather than tables.

In the quarter 1 "table," I have the type (whether it was income, expense, or taxes) in column B.

In column C is the expense category (website, business learning, marketing, etc.).

In column D is the name of the expense (the user enters what they spent the money on).

In column E is the amount of money earned or spent.

(Images made up for examples)

setup.png

On a report page, I want to list all the expenses for each quarter.

So in the example above, the list would look like this:

Example.png

So to get the names of the expense, I tried this array formula:
{=IFERROR(INDEX('Template'!B9:E84,SMALL(IF('Template'!B9:B84="Expense",ROW('Template'!B9:E84)-1),ROW(1:1)),3),"")}

However, it just returned 0 rather than returning "Omnibus book" ( the text found in the 3rd column--column D in array B9:E84--for the first instance where B9:B84="Expense").

And then I thought to get the next instance of expense, which in the example would be "updates to formatting," I would have the same formula as above, but the row would change from 1:1 to 2:2.

To then get the expense of the omnibus book, I thought I would have this:
{=IFERROR(INDEX('Template'!B9:E84,SMALL(IF('Template'!B9:B84="Expense",ROW('Template'!B9:E84)-1),ROW(1:1)),4),"")}

So now having it return what it is in column 4 (the E column) of the array.

Etc.

It isn't working, so I am sure I don't understand how to properly use this array formula. Any ideas where I went wrong? Or other ways to get this list?

Will you please attach a sample Excel workbook? We are not able to work with or manipulate a picture of one and nobody wants to have to recreate your data from scratch.

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 results are 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.

Try this ARRAY formula instead...
=IFERROR(INDEX(Template!E:E,SMALL(IF(Template!$B$9:$B$84="Expense",ROW(Template!$B$9:$E$84)),ROW(1:1))),"")
CSE

Similar to Ford's this can be committed with just Enter.

Formula:

Please Login or Register  to view this content.

It returns negative numbers which I thought Expenses are. ??

FlameRetired,

Negative numbers are fine. Yes, it will return negative as that is what expenses are. I am confused by your formula since it includes the A column (the date) and uses month formula. I don't need the date since all Quarter 1 is in one table range. Quarter 2 is in a different table range etc.

But I tested it out, and it worked as expected. So thank you!

Happy to help and thanks for the feedback

Sorry about the late response. I've been away for a while. Thank you for the feedback.


If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED. Thanks.