Simplify a process using formulas and macros (or other options will be accepted)

We have to run confirmation of data as of certain dates, however, if that date is in the past, some entries may have been paid out but should be included. (I have attached a spreadsheet of sample data)

I am looking at creating a template spreadsheet, that allows me to enter new information into the blue text area of the spreadsheet, and also change the request date based on scenario, and hit a button so that it filters the information and leaves only what I need.

Tab one is the FULL DATA - which includes everything that I would import from the system.
Tab two END RESULT REQUIRED - shows the information that after hitting the button will provide.

Example:
In the attached the Request date is 28-Feb-2023

We need to capture all amounts that were "issued" as of that date.

Therefore, it needs to capture anthing that has a State of "I", and also include any entries that have a Paid Out date after the request date.

Then will sort by Equity Type then Transaction Date (oldest to newest)

According to the Macro Recorder an Excel basics VBA demonstration as a beginner starter :

PHP Code: 

Sub Macro1()
    With [A4].CurrentRegion
         If .Parent.FilterMode Then .Parent.ShowAllData
        .AutoFilter 4, "=", 2, ">" & Format([B2], "yyyy/mm/dd")
        .Sort [F4], 1, Header:=1
    End With
End Sub 


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Originally Posted by ExcelMonkey1

it filters the information and leaves only what I need.

In case 'leaves' really means deleting non matching rows,
in case of a lot of rows to delete another Excel basics VBA demonstration :

PHP Code: 

Sub Demo1()
         Application.ScreenUpdating = False
    With [A4].CurrentRegion.Columns
         If .Parent.AutoFilterMode Then .AutoFilter
        .Item(7).Formula = "=(D4>B$2)+(E4=""I"")"
        .Resize(, 7).Sort .Item(7), 2, Header:=1
         V = Application.Match(0, .Item(7), 0)
        .Item(7).Clear
         If IsNumeric(V) Then .Rows(V & ":" & .Rows.Count).Clear
        .Sort .Item(6), 1, Header:=1
    End With
         Application.ScreenUpdating = True
End Sub 


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