Excel Filtering for a Summary Tab

ItalianPlatinum

Well-known Member
Joined
Mar 23, 2017
Messages
857
Office Version
  1. 365
  2. 2019
Platform
  1. Windows
I have a 5k+ row sheet that contains Invoices, job Ids, Merchants, with Due Dates and Shipment dates among a lot of other unique data. I need a way to quickly and easily identify based off of year when something was shipped. I want to maintain one sheet lets call it data. Then be able to look at another sheet say (2024) or (2025) to reference right there automatically what has been shipped for that year. The sheet 2024 will have all the columns in the data tab that I populated. So essentially a summary filtered by Ship date of 2024. Would anyone be able to help? The user isn't very computer inclined so having them filter or advance filtering themselves is a no can do. I know Excel has FILTER and UNIQUE filter formulas that I think may work but I had issues getting them to work so looking for some help. Thank you in adcance!

Job #Shipment DateDue DateABCDXXXX
11/1/202312/2/2022AA121231234XXXX
21/1/202212/2/2021BB665577XXXX
31/1/202412/2/2023CC998824XXXX
410/1/20249/1/2024DD856874314XXXX
510/5/20209/5/2020EE101202303XXXX
69/9/20208/10/2020FF444555666XXXX
79/1/20248/2/2024GG888999110XXXX
811/1/202410/2/2024HH5687458742365XXXX
 

Excel Facts

Links? Where??
If Excel says you have links but you can't find them, go to Formulas, Name Manager. Look for old links to dead workbooks & delete.

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