Extract Multiple Records with 3 Criteria

[ario]

Hi,

I'd like to create a report that displays the values according to 3 criteria. I have 3 drop down boxes that one can select a customer's name, brand, and date (format of Jan 2013 Week Ending 1/26/2013). My drop downs are in a separate sheet under a5, b5, and c5 respectively. I will then need to find the various sales facts ($sales a2:a34279, volume sales b2:b34279, etc.) from my data sheet. I'm not certain which formulas to use, should I use aggregate or use the old formulas of only index, match, and, row, etc. I'm also not sure if I must split my date drop down values to a month and year only or if the present date value will work, i.e. Jan 2013 Week Ending 1/26/2013. Any advice? Thanks!

 

[Robert Mika]

Hi,

I'd like to create a report that displays the values according to 3 criteria. I have 3 drop down boxes that one can select a customer's name, brand, and date (format of Jan 2013 Week Ending 1/26/2013). My drop downs are in a separate sheet under a5, b5, and c5 respectively. I will then need to find the various sales facts ($sales a2:a34279, volume sales b2:b34279, etc.) from my data sheet. I'm not certain which formulas to use, should I use aggregate or use the old formulas of only index, match, and, row, etc. I'm also not sure if I must split my date drop down values to a month and year only or if the present date value will work, i.e. Jan 2013 Week Ending 1/26/2013. Any advice? Thanks!

Hello ad welcome.
Please post your data.See below how to do it.

 

[ario]

In one view I would like to display records/columns 6-9 for the same market, brand, and date. In another view I would like to only display the markets and products for the selected brand and date. I am only interested in displaying the top 20 records for each view. Thanks!

I have excel 2010.

see an example of the data

[TABLE="width: 500"]
<tbody>[TR]
[TD][TABLE="width: 1508"]
<tbody>[TR]
[TD]Markets[/TD]
[TD]Products[/TD]
[TD]BRAND[/TD]
[TD][UPC][/TD]
[TD]Period[/TD]
[TD][$][/TD]
[TD][$ % Chg][/TD]
[TD][Base $][/TD]
[TD][Base $ % Chg][/TD]
[/TR]
[TR]
[TD]Total xAOC[/TD]
[TD]YVS IF YOU PLS MTLS VG MXCN GRND 12 OZ 006082280002[/TD]
[TD]Meat Alternative Category[/TD]
[TD]74854[/TD]
[TD]Jan 13 W/E 01/26/13[/TD]
[TD]748393794[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total Food[/TD]
[TD]YVS IF YOU PLS MTLS VG MXCN GRND 12 OZ 068692432726[/TD]
[TD]Boc[/TD]
[TD]74855[/TD]
[TD]Dec 12 W/E 12/29/12[/TD]
[TD]748393795[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Walmart Total US TA[/TD]
[TD]YVS IF YOU PLS ORGN WNR WRP 13.4 OZ 006082200070[/TD]
[TD]Star[/TD]
[TD]74856[/TD]
[TD]Nov 12 W/E 11/24/12[/TD]
[TD]748393796[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Kroger Corp Total TA[/TD]
[TD]YVS IF YOU PLS ORGN WNR WRP 13.4 OZ 068692432699[/TD]
[TD]Lighter[/TD]
[TD]74857[/TD]
[TD]Oct 12 W/E 10/27/12[/TD]
[TD]748393797[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Walmart SC Total US TA[/TD]
[TD]YVS IF YOU PLS 12 OZ 006082200041[/TD]
[TD]Gard[/TD]
[TD]74858[/TD]
[TD]Sep 12 W/E 09/29/12[/TD]
[TD]748393798[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Target Total TA[/TD]
[TD]YVS IF YOU PLS 12 OZ 006082200301[/TD]
[TD]Veggieburger[/TD]
[TD]74859[/TD]
[TD]Aug 12 W/E 08/25/12[/TD]
[TD]748393799[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Safeway Corp TA[/TD]
[TD]YVS IF YOU PLS BBQ RC BN BRGR 5.3 OZ 068692460693[/TD]
[TD]Dr. Prag[/TD]
[TD]74860[/TD]
[TD]Jul 12 W/E 07/28/12[/TD]
[TD]748393800[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Ahold USA Corp Total TA[/TD]
[TD]YVS IF YOU PLS CJN MTLS CHCK 5.5 OZ 006082200119[/TD]
[TD]Quorny[/TD]
[TD]74861[/TD]
[TD]Jun 12 W/E 06/30/12[/TD]
[TD]748393801[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Publix Total TA[/TD]
[TD]YVS IF YOU PLS MTLS BLGN SLCD 5.5 OZ 006082200006[/TD]
[TD]Tofurky[/TD]
[TD]74862[/TD]
[TD]May 12 W/E 05/26/12[/TD]
[TD]748393802[/TD]
[TD]-100[/TD]
[TD]28.504[/TD]
[TD]-97.964[/TD]
[/TR]
[TR]
[TD]SUPERVALU Total Corp incl ALB TA[/TD]
[TD]YVS IF YOU PLS MTLS BLGN SLCD 5.5 OZ 068692432693[/TD]
[TD]Yves[/TD]
[TD]74863[/TD]
[TD]Apr 12 W/E 04/28/12[/TD]
[TD]748393803[/TD]
[TD]-92.675[/TD]
[TD]105.386[/TD]
[TD]-93.056[/TD]
[/TR]
[TR]
[TD]ShopRite Total TA[/TD]
[TD]YVS IF YOU PLS MTLS CNDN BCN SLCD 6 OZ 006082200115[/TD]
[TD]Meat Alternative Category[/TD]
[TD]74864[/TD]
[TD]Mar 12 W/E 03/31/12[/TD]
[TD]748393804[/TD]
[TD]-72.911[/TD]
[TD]722.913[/TD]
[TD]-66.976[/TD]
[/TR]
[TR]
[TD]Meijer Total TA[/TD]
[TD]YVS IF YOU PLS MTLS CNDN BCN SLCD 6 OZ 068692432704[/TD]
[TD]Boc[/TD]
[TD]74865[/TD]
[TD]Feb 12 W/E 02/25/12[/TD]
[TD]748393805[/TD]
[TD]-26.771[/TD]
[TD]1007.115[/TD]
[TD]-28.004[/TD]
[/TR]
[TR]
[TD]Total xAOC[/TD]
[TD]YVS IF YOU PLS MTLS DL SLCD 5.5 OZ 006082200120[/TD]
[TD]Star[/TD]
[TD]74866[/TD]
[TD]Latest 12 - W/E 01/26/13[/TD]
[TD]748393806[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total Food[/TD]
[TD]YVS IF YOU PLS MTLS HAM SLCD 5.5 OZ 006082200307[/TD]
[TD]Lighter[/TD]
[TD]74867[/TD]
[TD]Latest 13 - W/E 01/26/13[/TD]
[TD]748393807[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Walmart Total US TA[/TD]
[TD]YVS IF YOU PLS MTLS HAM SLCD 5.5 OZ 068692432712[/TD]
[TD]Gard[/TD]
[TD]74868[/TD]
[TD]Latest 24 - W/E 01/26/13[/TD]
[TD]748393808[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Kroger Corp Total TA[/TD]
[TD]YVS IF YOU PLS MTLS PPRN SLCD 4.2 OZ 006082200116[/TD]
[TD]Veggieburger[/TD]
[TD]74869[/TD]
[TD]YTD W/E 01/26/13[/TD]
[TD]748393809[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Walmart SC Total US TA[/TD]
[TD]YVS IF YOU PLS MTLS PPRN SLCD 4.2 OZ 068692432705[/TD]
[TD]Dr. Prag[/TD]
[TD]74870[/TD]
[TD]Jan 13 W/E 01/26/13[/TD]
[TD]748393810[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Target Total TA[/TD]
[TD]YVS IF YOU PLS MTLS SLM SLCD 5.5 OZ 006082200111[/TD]
[TD]Quorny[/TD]
[TD]74871[/TD]
[TD]Dec 12 W/E 12/29/12[/TD]
[TD]748393811[/TD]
[TD]-81.667[/TD]
[TD]3.98[/TD]
[TD]-35.285[/TD]
[/TR]
[TR]
[TD]Safeway Corp TA[/TD]
[TD]YVS IF YOU PLS MTLS SLM SLCD 5.5 OZ 068692432703[/TD]
[TD]Tofurky[/TD]
[TD]74872[/TD]
[TD]Nov 12 W/E 11/24/12[/TD]
[TD]748393812[/TD]
[TD][/TD]
[TD]3.03[/TD]
[TD]-9.009[/TD]
[/TR]
[TR]
[TD]Ahold USA Corp Total TA[/TD]
[TD]YVS IF YOU PLS MTLS TRKY SLCD 5.5 OZ 006082200306[/TD]
[TD]Yves[/TD]
[TD]74873[/TD]
[TD]Oct 12 W/E 10/27/12[/TD]
[TD]748393813[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Publix Total TA[/TD]
[TD]YVS IF YOU PLS MTLS TRKY SLCD 5.5 OZ 068692432711[/TD]
[TD]Meat Alternative Category[/TD]
[TD]74874[/TD]
[TD]Sep 12 W/E 09/29/12[/TD]
[TD]748393814[/TD]
[TD]-83.927[/TD]
[TD]1.49[/TD]
[TD]-90.82[/TD]
[/TR]
[TR]
[TD]SUPERVALU Total Corp incl ALB TA[/TD]
[TD]YVS IF YOU PLS ORGN HOT DOG WRP 11 OZ 006082200311[/TD]
[TD]Boc[/TD]
[TD]74875[/TD]
[TD]Aug 12 W/E 08/25/12[/TD]
[TD]748393815[/TD]
[TD]-91.23[/TD]
[TD]1.99[/TD]
[TD]-87.508[/TD]
[/TR]
[TR]
[TD]ShopRite Total TA[/TD]
[TD]YVS IF YOU PLS PRCK HOT DOG WRP 11 OZ 068692432716[/TD]
[TD]Star[/TD]
[TD]74876[/TD]
[TD]Jul 12 W/E 07/28/12[/TD]
[TD]748393816[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Meijer Total TA[/TD]
[TD]YVS IF YOU PLS PRCK HOT DOG WRP 9.7 OZ 006082200008[/TD]
[TD]Lighter[/TD]
[TD]74877[/TD]
[TD]Jun 12 W/E 06/30/12[/TD]
[TD]748393817[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total xAOC[/TD]
[TD]YVS IF YOU PLS PRCK HOT DOG WRP 9.7 OZ 068692432695[/TD]
[TD]Gard[/TD]
[TD]74878[/TD]
[TD]May 12 W/E 05/26/12[/TD]
[TD]748393818[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total Food[/TD]
[TD]YVS IF YOU PLS PRCK VG SSG PT RFRG 8 OZ 006082200312[/TD]
[TD]Veggieburger[/TD]
[TD]74879[/TD]
[TD]Apr 12 W/E 04/28/12[/TD]
[TD]748393819[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Walmart Total US TA[/TD]
[TD]YVS IF YOU PLS PRCK VG SSG PT RFRG 8 OZ 068692432717[/TD]
[TD]Dr. Prag[/TD]
[TD]74880[/TD]
[TD]Mar 12 W/E 03/31/12[/TD]
[TD]748393820[/TD]
[TD]-67.875[/TD]
[TD]13.73[/TD]
[TD]-55.422[/TD]
[/TR]
[TR]
[TD]Kroger Corp Total TA[/TD]
[TD]YVS IF YOU PLS VG MTLS BRTW LNK 13.4 OZ 006082200025[/TD]
[TD]Quorny[/TD]
[TD]74881[/TD]
[TD]Feb 12 W/E 02/25/12[/TD]
[TD]748393821[/TD]
[TD]-12.298[/TD]
[TD]18.87[/TD]
[TD]-27.673[/TD]
[/TR]
[TR]
[TD]Walmart SC Total US TA[/TD]
[TD]YVS IF YOU PLS VG MTLS BRTW LNK 13.4 OZ 068692441405[/TD]
[TD]Tofurky[/TD]
[TD]74882[/TD]
[TD]Latest 12 - W/E 01/26/13[/TD]
[TD]748393822[/TD]
[TD]-88.055[/TD]
[TD]5.02[/TD]
[TD]-68.208[/TD]
[/TR]
[TR]
[TD]Target Total TA[/TD]
[TD]YVS IF YOU PLS VG MTLS ITLN BRTW 13.4 OZ 006082200027[/TD]
[TD]Yves[/TD]
[TD]74883[/TD]
[TD]Latest 13 - W/E 01/26/13[/TD]
[TD]748393823[/TD]
[TD]-83.281[/TD]
[TD]7.01[/TD]
[TD]-59.433[/TD]
[/TR]
[TR]
[TD]Safeway Corp TA[/TD]
[TD]YVS IF YOU PLS VG MTLS ITLN BRTW 13.4 OZ 068692441406[/TD]
[TD]Meat Alternative Category[/TD]
[TD]74884[/TD]
[TD]Latest 24 - W/E 01/26/13[/TD]
[TD]748393824[/TD]
[TD]-83.788[/TD]
[TD]10.49[/TD]
[TD]-76.05[/TD]
[/TR]
[TR]
[TD]Ahold USA Corp Total TA[/TD]
[TD]GRDN 10 OZ 084223400073[/TD]
[TD]Boc[/TD]
[TD]74885[/TD]
[TD]YTD W/E 01/26/13[/TD]
[TD]748393825[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Publix Total TA[/TD]
[TD]GRDN 10.5 OZ 084223400030[/TD]
[TD]Star[/TD]
[TD]74886[/TD]
[TD]Jan 13 W/E 01/26/13[/TD]
[TD]748393826[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]SUPERVALU Total Corp incl ALB TA[/TD]
[TD]GRDN 12.3 OZ 084223400096[/TD]
[TD]Lighter[/TD]
[TD]74887[/TD]
[TD]Dec 12 W/E 12/29/12[/TD]
[TD]748393827[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]ShopRite Total TA[/TD]
[TD]GRDN BFLS BRGR ENTR BAG 12 OZ 084223400082[/TD]
[TD]Gard[/TD]
[TD]74888[/TD]
[TD]Nov 12 W/E 11/24/12[/TD]
[TD]748393828[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Meijer Total TA[/TD]
[TD]GRDN CHPT BLCK BN VG BRGR PTY 50.8 OZ 084223400119[/TD]
[TD]Veggieburger[/TD]
[TD]74889[/TD]
[TD]Oct 12 W/E 10/27/12[/TD]
[TD]748393829[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total xAOC[/TD]
[TD]GRDN CHPT LM CRSP MT FR FNGR BAG 9 OZ 084223400080[/TD]
[TD]Dr. Prag[/TD]
[TD]74890[/TD]
[TD]Sep 12 W/E 09/29/12[/TD]
[TD]748393830[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Total Food[/TD]
[TD]GRDN HMST BFLS BRGR BAG IN BOX 12 OZ 084223400103[/TD]
[TD]Quorny[/TD]
[TD]74891[/TD]
[TD]Aug 12 W/E 08/25/12[/TD]
[TD]748393831[/TD]
[TD]-100[/TD]
[TD]2.02[/TD]
[TD]-98.793[/TD]
[/TR]
[TR]
[TD]Walmart Total US TA[/TD]
[TD]GRDN MNDR ORNG CHCK ENTR BAG 10.5 OZ 084223400094[/TD]
[TD]Tofurky[/TD]
[TD]74892[/TD]
[TD]Jul 12 W/E 07/28/12[/TD]
[TD]748393832[/TD]
[TD]-88.889[/TD]
[TD]17.56[/TD]
[TD]-78.733[/TD]
[/TR]
[TR]
[TD]Kroger Corp Total TA[/TD]
[TD]GRDN MT FR BBQ PLD SHRD BAG IN BOX 9 OZ 084223400047[/TD]
[TD]Yves[/TD]
[TD]74893[/TD]
[TD]Jun 12 W/E 06/30/12[/TD]
[TD]748393833[/TD]
[TD]-41.654[/TD]
[TD]118.23[/TD]
[TD]-23.51[/TD]
[/TR]
[TR]
[TD]Walmart SC Total US TA[/TD]
[TD]GRDN MT FR BBQ SKWR ENTR BAG IN BOX 8 OZ 084223400038[/TD]
[TD]Meat Alternative Category[/TD]
[TD]74894[/TD]
[TD]May 12 W/E 05/26/12[/TD]
[TD]748393834[/TD]
[TD]35.216[/TD]
[TD]132.998[/TD]
[TD]-9.807[/TD]
[/TR]
[TR]
[TD]Target Total TA[/TD]
[TD]GRDN MT FR BRGN TR BFLS TPS VGS 10.5 OZ 084223400056[/TD]
[TD]Boc[/TD]
[TD]74895[/TD]
[TD]Apr 12 W/E 04/28/12[/TD]
[TD]748393835[/TD]
[TD]-43.397[/TD]
[TD]180.071[/TD]
[TD]15.378[/TD]
[/TR]
[TR]
[TD]Safeway Corp TA[/TD]
[TD]GRDN MT FR CHCK FLT ENTR BAG IN BOX 7 OZ 084223400036[/TD]
[TD]Star[/TD]
[TD]74896[/TD]
[TD]Mar 12 W/E 03/31/12[/TD]
[TD]748393836[/TD]
[TD]79.723[/TD]
[TD]262.571[/TD]
[TD]41.877[/TD]
[/TR]
[TR]
[TD]Ahold USA Corp Total TA[/TD]
[TD]GRDN MT FR CHCK STRP RFRG ENTR BOX 7 OZ 084223400034[/TD]
[TD]Lighter[/TD]
[TD]74897[/TD]
[TD]Feb 12 W/E 02/25/12[/TD]
[TD]748393837[/TD]
[TD]3.914[/TD]
[TD]216.675[/TD]
[TD]7.965[/TD]
[/TR]
[TR]
[TD]Publix Total TA[/TD]
[TD]GRDN MT FR CLSC STYL BFL WNG BAG 9 OZ 084223400049[/TD]
[TD]Gard[/TD]
[TD]74898[/TD]
[TD]Latest 12 - W/E 01/26/13[/TD]
[TD]748393838[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]SUPERVALU Total Corp incl ALB TA[/TD]
[TD]GRDN MT FR HM STYL BFLS TIP BAG 9 OZ 084223400051[/TD]
[TD]Veggieburger[/TD]
[TD]74899[/TD]
[TD]Latest 13 - W/E 01/26/13[/TD]
[TD]748393839[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]ShopRite Total TA[/TD]
[TD]GRDN MT FR LGHT SSND CHCK N SCLP 30 OZ 084223400067[/TD]
[TD]Dr. Prag[/TD]
[TD]74900[/TD]
[TD]Latest 24 - W/E 01/26/13[/TD]
[TD]748393840[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
[TR]
[TD]Meijer Total TA[/TD]
[TD]GRDN MT FR LGHT SSND CHCK SCLP BAG 10 OZ 084223400048[/TD]
[TD]Quorny[/TD]
[TD]74901[/TD]
[TD]YTD W/E 01/26/13[/TD]
[TD]748393841[/TD]
[TD]-100[/TD]
[TD][/TD]
[TD]-100[/TD]
[/TR]
</tbody>[/TABLE]
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</tbody>[/TABLE]

 

[ario]

In one view I would like to display records/columns 6-9 for the same market, brand, and date. In another view I would like to only display the markets and products for the selected brand and date. I am only interested in displaying the top 20 records for each view. Thanks!

I have excel 2010 and I'm unable to have the formulat below work. Any idea how to get to work?

=IF(ROWS(A$13:A13)>Control!$G$2,"",INDEX(Data!$I$2:$I$34279,AGGREGATE(15,6,(ROW(Data!$G$2:$G$34279)-ROW(Data!$G$3)+1/((Data!$G$2:$G$34279=Control!$E$5)*(Data!$H$2:$H$34279=Control!$A$70)*(Data!$K$2:$K$34279=Control!$A$5)),ROWS(A$13:A13)))))

 

[shawnhet]

Have you tried a pivot table? This should let you let your organise your reports however you like and autofilter/sort the results as needed.

Excel 2010: Create Pivot Table & Chart
Excel 2010 Tutorial: Pivot Tables

Cheers,