Filing table with data from another table which match criteria

[greg_em]

Hi.

I have 2 tables. One of them is source table with few hundreds rows filed by automatic system, which grow every day more. In the second one, I need to summary some data from previous table.

It looks like that:

Zeszyt1
	B	C	D	E	F	G
2
3
4		Name	sum	payment date	Product
5		Client1	100	02.01.2025	C
6		Client2	70	15.01.2025	A
7		Client3	25	17.01.2025	C
8		Client1	30	21.01.2025	B
9		Client2	55	22.01.2025	A
10		Client 4	30	22.01.2025	A
11
12
Arkusz1

Zeszyt1
	G	H	I	J	K	L	M
15
16		Product A
17		Name	payment 1	payment date 1	payment 2	payment date 2
18		Client2
19		Client 4
20
Arkusz1

I need doing calculations in blue table and want to ask you, how to make formula, that find data by Product name and Client and fill all payment and payment date cells. And because source table size changed each day, I really prefer using table dynamic addressing syntax like Table1[#Data] instead of ranges C5:F10. I read about index match and index small constructs, but I'm not sure how they works and how to use them with table structures.

 

[greg_em]

Explanation: I need to doing some calculation in green table -my mistake.

 

[HighAndWilder]

Explanation: I need to doing some calculation in green table -my mistake.

Welcome to Mr Excel.

What are the two tables called?

Is the green table already poplated with the client names?

Why does the grean table calculated data need to be in a table?

Is the green table only to contain two payments?

 

[greg_em]

Blue table is called "Payments", green one is called "Summation".
No, green table isn't populated yet.
Only calculated data in green table will be total of all payment per client and altogether. Also, last payment date, which is already done with MAX() formula.
And no. Green table should contain all payment for every client for product from cell H16. I guess it should be no more than 20 per client.

 

[greg_em]

I'm also should mention that source table, blue one, is located on OneDrive.

 

[HighAndWilder]

I'm also should mention that source table, blue one, is located on OneDrive.

And the green table is in another workbook not on OneDrive?

Do you already have calculations on the green table workbook that makes reference to the blue table or cells that workbook?

Can you post a XL2BB min-sheet of where you use the MAX() formula?

Do you really want a dynamic green table of up 41 columns wide?

Would it not be better to present the data vertically?

Do you want a table for each product or all products in one table?
If the latter then you will need a product column.

 

[greg_em]

By now I cannot access any table - currently I have no access to company account. It is why I posted only tables structure examples.

Calculations are made on the beginning of the table, just after client name. The rest are just preview data, so I don't to have to look for it in source table, if something looks not ok.
MAX() formula refers only to "Summation" table. Currently, there is nothing to summarize.

 

[HighAndWilder]

By now I cannot access any table - currently I have no access to company account. It is why I posted only tables structure examples.

Calculations are made on the beginning of the table, just after client name. The rest are just preview data, so I don't to have to look for it in source table, if something looks not ok.
MAX() formula refers only to "Summation" table. Currently, there is nothing to summari

I can create dummy data for testing but if you do not have access to company account data how is this going to work?

I don't know what 'preview data' is.

Irrespective of whether you have any company data or not, where is the MAX() function?