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Membership List Report of Expired Subscriptions

  1. #1
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    Membership List Report of Expired Subscriptions

    Hi,

    I am trying to organize my membership database download. I can see that someone has renewed by manually scanning the list but my real list has 400 members.

    Is there a way to organize the excel worksheet by name and if they are current(paid within the last year) or they have not renewed.

    I am kind of lost. I can pivot by name and get the summary of their membership but cannot figure out how to identify if they are current or not without manually scanning the table.

    The answer that was supplied previously by excelforum was great it took 1013 lines of membership data and gave me an array that has the members who are current, 388.
    This is great but I need to use the array as a vlookup table(or another function or formula) that will let me identify the expired memberships and their last renewal date.

    I know absolutely no nothing about arrays or how this formula works.

    I am so close. Please help.

    Toni
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  2. #2
    Forum Moderator alansidman's Avatar
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    Re: Membership List Report of Expired Subscriptions

    With Power Query you can determine which people are current with in the past 365 days

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    Excel 2016 (Windows) 64 bit
    G
    H
    I
    J
    14
    Donor Last Name Donor Last Name2 Amount Description Last Renewal
    15
    Abel Abel Artist
    7/23/2023
    16
    Alexander Alexander Friend
    1/24/2024
    17
    Ambrose Ambrose Artist
    3/31/2024
    18
    Anderson Anderson Artist
    8/23/2023
    19
    Anderson Anderson Friend
    9/20/2023
    20
    Bagatella Bagatella Artist
    9/9/2023
    21
    Bellamy Bellamy Friend
    11/29/2023
    22
    Collins Collins Artist
    9/28/2023
    23
    Craig Craig Artist
    11/14/2023
    Sheet: TEST DOWNLOAD
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  3. #3
    Forum Moderator AliGW's Avatar
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    Re: Membership List Report of Expired Subscriptions

    Does this give you what you want?

    =SORT(FILTER(A2:E30,NOT(ISNUMBER(SEARCH(A2:A30,TEXTJOIN(",",,G2:G11))))))
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    Re: Membership List Report of Expired Subscriptions

    1. Convert into an Excel table
    2. Add a status column with the formula: =IF([@[Donated At]]>=EDATE(TODAY(),-12),"Current","Expired")
    3. Insert slicer for the status field
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  5. #5
    Forum Moderator AliGW's Avatar
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    Re: Membership List Report of Expired Subscriptions

    Seen, but no reply ...

    If that takes care of your original question, please choose Thread Tools from the menu link above and mark this thread as SOLVED. You can also access the SOLVED tag by editing the opening post and choosing SOLVED from the drop-down to the left of the title box.

    Also, if you have not already done so, remember that you can reward anyone who offered you help towards a solution for your issue by clicking the small star icon (* Add Reputation) located in the lower left corner of the post in which the help was given. By doing so you can add to the reputation(s) of each of those who offered help.

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    Re: Membership List Report of Expired Subscriptions

    Thank you.

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    Re: Membership List Report of Expired Subscriptions

    Yes, thank you.

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    Re: Membership List Report of Expired Subscriptions

    Sorry for the delay. Tested it last night.

  9. #9
    Forum Moderator AliGW's Avatar
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    Re: Membership List Report of Expired Subscriptions

    Glad to have helped.

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    Re: Membership List Report of Expired Subscriptions

    Thanks for the Rep. Happy to have been of assistance.

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