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Search and Display Records Meeting Specific Requirements

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    Search and Display Records Meeting Specific Requirements

    Hi Everyone! This is my first post on here, so be gentle if I do/say/post something wrong and/or stupid! I will include images to clarify what I'm trying to say. .

    Background: I work at a hotel and we currently use paper forms to keep track of guest requests, issues, and desired wake-up calls. More than once we've had issues with readability and accidentally misplacing the forms (thus not having the paperwork to file away because god forbid we try to go paperless before I show up). Anyway, I'm trying to set up an easy UserForm-based solution that will populate a table which I can then query to get certain records returned to a search form.

    Example: Various guests have requested wake-up calls but we've only had the opportunity to set some of them in the system. So what I want to do is be able to select a criteria from a drop down box (such as Status: "Not Set") and have records that match that search appear in a small table so that they can be resolved. Optional: The person who set the call can then set the status to "Set" and it will be removed from the results list.

    The situation I'm having is that while trying to be a strong independent man who doesn't need to ask for help, I over-Googled and over-complicated the whole situation. I'm hoping some of the brilliant minds on here can help me link everything together like I want to, but spare me the confusion I've brought upon myself.

    Please see images for further clarification (hopefully). And yes, I doodled them together in MS Paint because these work computers have zero resources for quick photo editing lol.

    Demo1withAnnotations.jpgDemo2withAnnotations.jpgDemo3withAnnotations.jpg

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    Forum Moderator alansidman's Avatar
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    Re: Search and Display Records Meeting Specific Requirements

    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.
    Alan עַם יִשְׂרָאֵל חַי


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    Re: Search and Display Records Meeting Specific Requirements

    Apologies for not posting the most efficient way. I'll create a mockup and get back to you.

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    Re: Search and Display Records Meeting Specific Requirements

    Okay, let's try again. This should give the basic idea of what I'm looking for... I think.
    Attached Files Attached Files

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    Re: Search and Display Records Meeting Specific Requirements

    This proposal uses drop downs (Sheet1 I1 and K1) to identify the data that should fill the table.
    I1 references a list in column XFC and K1 references a list in column XFD.
    The formula that populates the table is: =IFERROR(INDEX(Sheet1!B$3:B$101,AGGREGATE(15,6,(ROW($3:$101)-2)/(Sheet1!$F$3:$F$101=$K$1),ROW(1:1))),"")
    Note that the column references are not in order as they need to match the existing column headings.
    Let us know if you have any questions.
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    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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