filter data based on month or whole data across sheets using dropdown

Maklil

Board Regular
Joined
Jun 23, 2022
Messages
174
Office Version
  1. 2019
Platform
  1. Windows
Hello
I need filtering data by merge duplicates items for column C,D based on ID in column B across sheets with matching part of item using helper column (G) then should show the items based on column G in output sheet .
if cell B1 is empty then should merge for each ID for whole data and insert BALANCE column(E) to subtract column C from D , if I select specific month , then just merge based on month and insert BALANCE column(E) to subtract column C from D . the result should be in OUTPUT based on cell B1 and match part of the item in column G with others sheets in column B and insert TOTAL row to sum the whole columns and subtract from each other.
every time I will add new sheets before OUTPUT sheet. so should update data in OUTPUT sheet as I need it by clear data in OUPUT sheet .


TOTAL (1).xlsm
ABCD
1DATEBATCHIMPORTEXPORT
201/01/2023STR ATM001 RS2,000.00
302/01/2023NO S001 STR12,200.00
403/01/2023TRGG MMNR MSDF2,400.001,200.00
504/01/2023MMDT NTY AS0022,600.001,300.00
605/01/2023MSR2,800.001,400.00
706/01/2023ATM001 RS STR1,500.00
807/01/2023NO STR1 SFGG N1,600.00
908/01/2023STR1,700.00
1009/02/2023NTY AS002 MMDT BN1,800.00
1110/02/2023MSR NBH 1099U NMT663,800.00
1211/02/2023STR4,000.002,000.00
1312/02/2023NO S001 CV678 STR14,200.002,100.00
1413/02/2023MMNR TRGG MSDF4,400.00
1514/02/2023MMDT4,400.00
1615/02/2023NBH 1099U MSR NMT664,400.002,200.00
CA


TOTAL (1).xlsm
ABCD
1DATEBATCHIMPORTEXPORT
211/01/2023ATM001 RS MN99 STR200.00
312/01/2023NO S001 NBH100 STR1200.00
413/01/2023TRGG MNJ800 MMNR MSDF3,000.00100.00
514/01/2023MMDT NTY AS002200.00
615/01/2023MSR1,000.001,400.00
716/01/2023 ATM001 RS BYJ STR600.00
817/01/2023NO STR1 SFGG N1,000.00200.00
918/01/2023STR1,000.00100.00
1019/02/2023 NTY AS002 MMDT BN2,000.00
1120/02/2023MSR NBH 1099U NMT663,800.00
1221/02/2023STR4,000.002,000.00
1322/02/2023NO S001 CV678 STR14,200.002,100.00
1423/02/2023MMNR TRGG MSDF4,400.00
1524/02/2023MMDT4,400.00
1625/02/2023 NBH 1099U MSR NMT664,400.002,200.00
CMN



when B1 is empty
TOTAL (1).xlsm
ABCDEFG
1ITEMS
2BATCHIMPORTEXPORTBALANCESTR
3STR1
4MMNR
5MMDT
6MSR
7
8
9
10
OUTPUT
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


result
TOTAL (1).xlsm
ABCD
1
2BATCHIMPORTEXPORTBALANCE
3STR11,200.007,800.003,400.00
4STR111,800.00600.0011,200.00
5MMNR14,200.001,300.0012,900.00
6MMDT13,600.001,300.0012,300.00
7MSR20,200.007,200.0013,000.00
8TOTAL71,000.0018,200.0052,800.00
9
OUTPUT
Cell Formulas
RangeFormula
B8:C8B8=SUM(B3:B7)
D8D8=B8-C8
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


IF I select month in B1 = JAN

TOTAL (1).xlsm
ABCDEFG
1JANITEMS
2BATCHIMPORTEXPORTBALANCESTR
3STR3,200.003,900.00-700.00STR1
4STR13,400.001,800.001,600.00MMNR
5MMNR5,400.001,300.004,100.00MMDT
6MMDT2,800.001,300.001,500.00MSR
7MSR3,800.002,800.001,000.00
8TOTAL18,600.0011,100.007,500.00
9
OUTPUT
Cell Formulas
RangeFormula
B8:C8B8=SUM(B3:B7)
D8D8=B8-C8
Cells with Data Validation
CellAllowCriteria
B1List=MONTHS


the data could be 2500 rows for each sheet , the sheets could be 20 sheets at least
thanks .
 
Last edited:
You're welcome, glad to help & thanks for the feedback.:)
 
Upvote 0

Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.

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