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Dynamic Sort via Index/Match/Aggregate

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    Dynamic Sort via Index/Match/Aggregate

    Trying to figure out if there is a low-impact way to add another variable into the Dynamic Sort that I've created in the attached example workbook. I've figured out how to dynamically sort by date/project name/amount via the index/match/aggregate function (with help from this forum) in the cells H6:K13, but want to see if there is an easy way to add 'Team' as a variable into the sort utilizing a driving cell (H7 in this case) along with driving date cell (H6).

    Would love to keep the current functionality along with the ability to sort by Team.

    Thanks in advance for your help.

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    Re: Dynamic Sort via Index/Match/Aggregate

    If you're looking to filter the data where Team = H7 then add the below test immediately prior to the ,ROWS( reference

    Formula: copy to clipboard
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    repeat the same on each column in which you have a formula

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    Re: Dynamic Sort via Index/Match/Aggregate

    Formula: copy to clipboard
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    repeat the same on each column in which you have a formula[/QUOTE]

    Thanks for the suggestion. I tried including this test, but this doesn't allow the functionality to pull in all of the projects from the specified time period to be pulled in (i.e. It only allows one project from Jan-19 to be pulled in versus grabbing all of the largest Jan-19 projects)
    Last edited by alansidman; 11-14-2018 at 12:00 PM.

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    Re: Dynamic Sort via Index/Match/Aggregate

    Per the initial post I interpreted the requirement as being:

    - return those Projects where the Date (Col B) occurred in Month specified in H6, and where Team (Col D) matched that specified in H7
    - given sample data there would only be one Project that matched that criteria for Team VP1
    - were H7 to change from VP1 to VPN2 three Projects would be returned

    Could you please confirm the specific criteria you wish to apply (and relevance of H6/H7) when creating the list, as my interpretation of your requirement is clearly incorrect

    p.s. please don't quote entire posts -- you'll get into trouble with the Mods!

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    Re: Dynamic Sort via Index/Match/Aggregate

    @datbigdog

    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.

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    Re: Dynamic Sort via Index/Match/Aggregate

    Thanks for the PS - did not know this was such a big faux pas.

    Also realized it didn't work because I'm an idiot and didn't realized there was only one combination that fit the selection criteria until just now. Thanks and repped!

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    Re: Dynamic Sort via Index/Match/Aggregate

    Apologies for digging up an old thread, but I had an add-on question to the one that was answered here: is there a way to take this dynamically sorted list (in the bordered in section on the 'Summary' tab) and re-organize in descending order by the 'Amount' column?

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    Re: Dynamic Sort via Index/Match/Aggregate

    attached is a pivot table

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    Re: Dynamic Sort via Index/Match/Aggregate

    Is there a way to add an attribute into the existing INDEX MATCH function within the bordered area that sorts it by amount rather than just pivoting out the information?

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    Re: Dynamic Sort via Index/Match/Aggregate

    A 'low tech' proposal would be to use the existing bordered section as a helper, perhaps hidden or moved out of sight, and then apply the following:
    1: The 'Amount' column is populated using: =AGGREGATE(14,6,AG$10:AG$14,ROWS(A$1:A1))
    2: The other columns are populated using: =INDEX(AD$10:AD$14,MATCH($K10,$AG$10:$AG$14,0))
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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