Automatic invoice charges based on date selection

Hi guys,

I'm having a pig of a time trying to do the above, so I thought I'd bounce my issue off you and ask for some feedback.

At the moment I have an invoice worksheet, and with it, a secondary sheet listing periodic charges (name, charge, month the charge becomes active (mmm format)).

I want to make the invoice self-completing based on date selected.

Any suggestions/advice on how you would go about the above? I'm sure my current formulae are kinda overcomplicating the issue, and that there is a much simpler, more elegant way of doing things (not to mention one that works)!

Thanks.

Can you post a workbook that illustrates the problem and the expected result?

For some reason I just couldn't get the text value for the months to work at all. I then changed the month to the number of the month and used a different formula to retrieve the data.

Have you tested using capital letters in your formula i.e.

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Alf

Alf, thank you. I tried your suggestion (I had tried that but I just couldn't get the months to agree - must have been something in my workbook as I had several workbooks open at the time) This time I only had the one workbook open and used your suggestion and it works just fine.

Amendment included:

I should have known that something was amiss when I was entering ranges, I kept jumping into Windows Explorer or other workbooks.

Hi guys, would anyone be able to look at the attached workbook for me and tell me why my formula on A23:A30 isn't working?

It's very curious as it's exactly the same formula as Alf & Newdoverman helped me with above, just on a different workbook. Everything is the same as before as far as I can see - not quite sure why it works on one workbook but not on another?

Thanks!

https://www.dropbox.com/s/me751u7mq2...20Invoice.xlsx

I've done something stupid, and I'm not sure exactly what!

There is a mistake in the formula on the Dates worksheet in A20. The existing formula is referring to a non date cell.

The formula should be:

Formula:

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There is no way to test the rest of the workbook as it is linked to data not available.

I hope this solves your problem.

You're welcome.

The small things are easily missed.