How to filter function and SUM based on Partial Text Match (SUMIFS with wildcards)

[Lacan]

Dear Guys,

Not using VBA Code, accordingly with criteria (Customer Name+Month) how to filter function and SUM based on Partial Text Match (SUMIFS with wildcards)?
Hope someone could help???
Thank you very much!!!

Search by Name_2.xlsm
	B	C	D	E	F	G	H	I	J	K
2	CRITERIA						DATA BASE
3	Customer Name	Month	Product Name Abbreviation		EXCLUSIVES CUSTOMERS	EXCLUSIVES MONTH	Customer Name	Month	Product Name	Units
4	CNY	feb. 2023	Rosuva+Ezet		ABA	jan. 2023	ABA	feb. 2023	ESPIRONOLACTONA 100 MG - 60 COMP.	1
5			Amlod+Olmes+Hctz		CNY	feb. 2023	ABA	feb. 2023	SINVASTATINA 20 MG - 60 COMP.	80
6			Metform+Vilda		DIL		ABA	feb. 2023	AMLODIPINA 10 mg - 60 Com	20
7							ABA	jan. 2023	PRAVASTATINA 20 MG - 60 COMP.	2
8							ABA	feb. 2023	NIFEDIPINA 20 MG - 60 COMP.	5
9							ABA	feb. 2023	SINVASTATINA 40 MG - 60 COMP.	2
10							ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	4
11							ABA	jan. 2023	SERTRALINA 50 MG - 60 COMP.	24
12							ABA	jan. 2023	SERTRALINA 100 MG - 60 COMP.	20
13							ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	16
14							CNY	feb. 2023	RAMIPRIL 2,5 MG - 56 CAPS.	2
15	RESULTS OF CRITERIA TABLE ABOVE						CNY	feb. 2023	RAMIPRIL 5 MG - 56 CAPS.	6
16	Product Name	Sum Units					CNY	feb. 2023	RAMIPRIL 10 MG - 56 CAPS.	6
17							CNY	feb. 2023	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
18							CNY	feb. 2023	OLANZAPINA 2,5X28 MG	4
19							CNY	jan. 2023	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2
20							CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	69
21							CNY	jan. 2023	MONTELUCASTE 10MG 28COMP	2
22							CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	1
23							CNY	feb. 2023	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2
24							CNY	jan. 2023	EBASTINA 10MG-20 COMP	6
25							DIL	feb. 2023	QUETIAPINA 25MG 20 COMP	12
26							DIL	feb. 2023	MONTELUCASTE 10MG 28COMP	2
27							DIL	feb. 2023	ESPIRONOLACTONA 25 MG - 60 COMP.	20
28							DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	4
29							DIL	jan. 2023	CLOPIDOGREL GENERICOS 75MG 28C	50
30							DIL	feb. 2023	IRBESARTAN+HCTZ 150 12,5 28MG	4
31							DIL	jan. 2023	IRBESARTAN+HCTZ 300 12,5 28MG	2
32							DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	3
Sheet1

Cell Formulas
Range	Formula
F4:F6	F4	=SORT(UNIQUE(H4:H32))
G4:G5	G4	=SORT(UNIQUE(I4:I32),,-1)
Dynamic array formulas.

Cells with Data Validation
Cell	Allow	Criteria
B5	List	=$G$4:$G$12
B4	List	=$F$4:$F$6
C4	List	=$G$4:$G$5

 

[Lacan]

Dear @Peter_SSs

Accordingly in post #6 everything OK.
However I have updated sheet for more of my works analysis requires.
Need your oppinion because have table with data more than 50000 rows.
Instead of having 2 different formulas it is possible to make it in just more simple one?
(when you check sheet below you will understand).

Search by Name_2.xlsm
	A	B	C	D	E	F	G	H	I	J	K	L	M
1
2		CRITERIA						DATA BASE
3		Customer Name	Product Name Abbreviation			EXCLUSIVES CUSTOMERS	EXCLUSIVES MONTH	Customer Name	Month	Product Name	Units
4		ABA	sinva			ABA	jan. 2023	ABA	feb. 2023	ESPIRONOLACTONA 100 MG - 60 COMP.	1
5						CNY	feb. 2023	ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	80	161
6			rosuva + ezet			DIL		ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	81	161
7								ABA	feb. 2023	AMLODIPINA 10 mg - 60 Com	20
8								ABA	jan. 2023	PRAVASTATINA 20 MG - 60 COMP.	2
9								ABA	feb. 2023	NIFEDIPINA 20 MG - 60 COMP.	5
10		Month			Month			ABA	feb. 2023	SINVASTATINA 40 MG - 60 COMP.	2
11		jan. 2023			feb. 2023			ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	4
12								ABA	jan. 2023	SERTRALINA 50 MG - 60 COMP.	24
13		RESULTS OF CRITERIA TABLE ABOVE			RESULTS OF CRITERIA TABLE ABOVE			ABA	jan. 2023	SERTRALINA 100 MG - 60 COMP.	20
14		Product Name	Sum Units		Product Name	Sum Units		ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	16
15		SINVASTATINA 20 MG - 60 COMP.	161		ESPIRONOLACTONA 100 MG - 60 COMP.			CNY	feb. 2023	RAMIPRIL 2,5 MG - 56 CAPS.	2
16					SINVASTATINA 20 MG - 60 COMP.	161		CNY	feb. 2023	RAMIPRIL 5 MG - 56 CAPS.	6
17					AMLODIPINA 10 mg - 60 Com			CNY	feb. 2023	RAMIPRIL 10 MG - 56 CAPS.	6
18					PRAVASTATINA 20 MG - 60 COMP.			CNY	feb. 2023	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
19					NIFEDIPINA 20 MG - 60 COMP.			CNY	feb. 2023	OLANZAPINA 2,5X28 MG	4
20					SINVASTATINA 40 MG - 60 COMP.			CNY	jan. 2023	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2
21					ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60			CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	69
22					SERTRALINA 50 MG - 60 COMP.			CNY	jan. 2023	MONTELUCASTE 10MG 28COMP	2
23					SERTRALINA 100 MG - 60 COMP.			CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	1
24					RAMIPRIL 2,5 MG - 56 CAPS.			CNY	feb. 2023	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2
25					RAMIPRIL 5 MG - 56 CAPS.			CNY	jan. 2023	EBASTINA 10MG-20 COMP	6
26					RAMIPRIL 10 MG - 56 CAPS.			DIL	feb. 2023	QUETIAPINA 25MG 20 COMP	12
27					RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.			DIL	feb. 2023	MONTELUCASTE 10MG 28COMP	2
28					OLANZAPINA 2,5X28 MG			DIL	feb. 2023	ESPIRONOLACTONA 25 MG - 60 COMP.	20
29					PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.			DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	4
30					AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56			DIL	jan. 2023	CLOPIDOGREL GENERICOS 75MG 28C	50
31					MONTELUCASTE 10MG 28COMP			DIL	feb. 2023	IRBESARTAN+HCTZ 150 12,5 28MG	4
32					PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST			DIL	jan. 2023	IRBESARTAN+HCTZ 300 12,5 28MG	2
33					EBASTINA 10MG-20 COMP			DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	3
34					QUETIAPINA 25MG 20 COMP
35					ESPIRONOLACTONA 25 MG - 60 COMP.
36					METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60
37					CLOPIDOGREL GENERICOS 75MG 28C
38					IRBESARTAN+HCTZ 150 12,5 28MG
39					IRBESARTAN+HCTZ 300 12,5 28MG
40
41
Sheet2 (3)

Cell Formulas
Range	Formula
F4:F6	F4	=SORT(UNIQUE(H4:H33))
G4:G5	G4	=SORT(UNIQUE(I4:I33),,-1)
B15:C15	B15	=UNIQUE(CHOOSECOLS(FILTER(J4:L100,L4:L100<>"",{"";"";""}),1,3))
E15:F39	E15	=UNIQUE(CHOOSECOLS(FILTER(J4:L100,K4:K100<>"",{"";"";""}),1,3))
L4:L33	L4	=IF(AND(H4=B$4,I4=B$11,COUNT(SEARCH(FILTER(C$4:C$6,C$4:C$6<>""),J4))),SUMIFS(K$4:K$100,H$4:H$100,H4,I$4:I$100,I4,J$4:J$100,J4),"")
Dynamic array formulas.

Cells with Data Validation
Cell	Allow	Criteria
B11,E11	List	=$G$4:$G$5
B4	List	=$F$4:$F$6
B5	List	=$G$4:$G$12

 

[Peter_SSs]

Looks like the requirement has changed considerably.

• Now you want results for multiple months from the same data, originally it was for just a single month.
• Originally, the exact text from C4 and down was found (or not found) in column J. Now it looks like you possibly want to break up the entries in that column C range and look for individual parts. For example "rosuva + ezet". That text is not found in column J but I'm guessing that you want "rosuva" and "ezet" separately to be found in rows 11 and 14?

Instead of having 2 different formulas it is possible to make it in just more simple one?

Looks like you are wanting to do multiple complicated tasks with a single "simple" formula.
I'm afraid that I don't have one for you, but perhaps somebody else will come up with one.

BTW, for future threads, please be mindful of #14 of the Forum Rules and eliminate (or extremely limit) the use of emoticons in the thread title.

 

[Lacan]

Dear @Peter_SSs

First thank you very much for the help and patience.
Since always you know that have a lot admiration and respect for you and all the guys in this community through altruistic motivation help others freely.
At the beginning of the thread had an idea that could be a little complex and with the purpose of being better understood preferred to divide it by parts.
Work in sales area and the goal is to analyse my customers sales monthly through a very specific produts they bought or not each month (and sum their units if specifically they match). Thats why double the month (one is January and the second one February) so can check the sales performance of that very specific produts in C4 and down during that period of time.
Originally the exact text from C4 and down was found in column J, this one "Sinva" yes but not this one "rosuva + ezet".
My own personsal data base have 12 columns and more then 51.000 rows each one thats thats the reason if one all single formula it would be more easier if not thats ok too.
For future threads title - Forum Rules - got i!!!
Do you have someone expertise wich you could please recommend for this one?
Thank you very much.

Search by Name_2.xlsm
	A	B	C	D	E	F	G	H	I	J	K	L
1
2		CRITERIA						DATA BASE
3		Customer Name	Product Name Abbreviation			EXCLUSIVES CUSTOMERS	EXCLUSIVES MONTH	Customer Name	Month	Product Name	Units
4		ABA	sinva			ABA	jan. 2023	ABA	feb. 2023	ESPIRONOLACTONA 100 MG - 60 COMP.	1
5						CNY	feb. 2023	ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	80	161
6			rosuva + ezet			DIL		ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	81	161
7								ABA	feb. 2023	AMLODIPINA 10 mg - 60 Com	20
8								ABA	jan. 2023	PRAVASTATINA 20 MG - 60 COMP.	2
9								ABA	feb. 2023	NIFEDIPINA 20 MG - 60 COMP.	5
10		Month			Month			ABA	feb. 2023	SINVASTATINA 40 MG - 60 COMP.	2
11		jan. 2023			feb. 2023			ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	4
12								ABA	jan. 2023	SERTRALINA 50 MG - 60 COMP.	24
13		RESULTS OF CRITERIA TABLE ABOVE			RESULTS OF CRITERIA TABLE ABOVE			ABA	jan. 2023	SERTRALINA 100 MG - 60 COMP.	20
14		Product Name	Sum Units		Product Name	Sum Units		ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	16
15		SINVASTATINA 20 MG - 60 COMP.	161		ESPIRONOLACTONA 100 MG - 60 COMP.			CNY	feb. 2023	RAMIPRIL 2,5 MG - 56 CAPS.	2
16					SINVASTATINA 20 MG - 60 COMP.	161		CNY	feb. 2023	RAMIPRIL 5 MG - 56 CAPS.	6
17					AMLODIPINA 10 mg - 60 Com			CNY	feb. 2023	RAMIPRIL 10 MG - 56 CAPS.	6
18					PRAVASTATINA 20 MG - 60 COMP.			CNY	feb. 2023	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
19					NIFEDIPINA 20 MG - 60 COMP.			CNY	feb. 2023	OLANZAPINA 2,5X28 MG	4
20					SINVASTATINA 40 MG - 60 COMP.			CNY	jan. 2023	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2
21					ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60			CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	69
22					SERTRALINA 50 MG - 60 COMP.			CNY	jan. 2023	MONTELUCASTE 10MG 28COMP	2
23					SERTRALINA 100 MG - 60 COMP.			CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	1
24					RAMIPRIL 2,5 MG - 56 CAPS.			CNY	feb. 2023	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2
25					RAMIPRIL 5 MG - 56 CAPS.			CNY	jan. 2023	EBASTINA 10MG-20 COMP	6
26					RAMIPRIL 10 MG - 56 CAPS.			DIL	feb. 2023	QUETIAPINA 25MG 20 COMP	12
27					RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.			DIL	feb. 2023	MONTELUCASTE 10MG 28COMP	2
28					OLANZAPINA 2,5X28 MG			DIL	feb. 2023	ESPIRONOLACTONA 25 MG - 60 COMP.	20
29					PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.			DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	4
30					AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56			DIL	jan. 2023	CLOPIDOGREL GENERICOS 75MG 28C	50
31					MONTELUCASTE 10MG 28COMP			DIL	feb. 2023	IRBESARTAN+HCTZ 150 12,5 28MG	4
32					PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST			DIL	jan. 2023	IRBESARTAN+HCTZ 300 12,5 28MG	2
33					EBASTINA 10MG-20 COMP			DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	3
34					QUETIAPINA 25MG 20 COMP
35					ESPIRONOLACTONA 25 MG - 60 COMP.
36					METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60
37					CLOPIDOGREL GENERICOS 75MG 28C
38					IRBESARTAN+HCTZ 150 12,5 28MG
39					IRBESARTAN+HCTZ 300 12,5 28MG
Sheet2 (3)

Cell Formulas
Range	Formula
F4:F6	F4	=SORT(UNIQUE(H4:H33))
G4:G5	G4	=SORT(UNIQUE(I4:I33),,-1)
B15:C15	B15	=UNIQUE(CHOOSECOLS(FILTER(J4:L100,L4:L100<>"",{"";"";""}),1,3))
E15:F39	E15	=UNIQUE(CHOOSECOLS(FILTER(J4:L100,K4:K100<>"",{"";"";""}),1,3))
L4:L33	L4	=IF(AND(H4=B$4,I4=B$11,COUNT(SEARCH(FILTER(C$4:C$6,C$4:C$6<>""),J4))),SUMIFS(K$4:K$100,H$4:H$100,H4,I$4:I$100,I4,J$4:J$100,J4),"")
Dynamic array formulas.

Cells with Data Validation
Cell	Allow	Criteria
B11,E11	List	=$G$4:$G$5
B4	List	=$F$4:$F$6
B5	List	=$G$4:$G$12

 

[Peter_SSs]

Do you have someone expertise wich you could please recommend for this one?

..

I'm afraid that I don't have one for you, but perhaps somebody else will come up with one.

 

[jdellasala]

Not sure what the ask is, but here's one view of what your initial post could be:

Book1
	A	B	C	D	E	F	G	H	I	J	K
1	CRITERIA							DATA BASE
2	Customer Name	Month	Product Name Abbreviation		UNIQUE CUSTOMERS	UNIQUE MONTHS		Customer Name	Month	Product Name	Units
3	CNY	Feb 2023	Rosuva+Ezet		ABA	Jan 2023		ABA	Feb 2023	ESPIRONOLACTONA 100 MG - 60 COMP.	1
4			Amlod+Olmes+Hctz		CNY	Feb 2023		ABA	Feb 2023	SINVASTATINA 20 MG - 60 COMP.	80
5			Metform+Vilda		DIL			ABA	Feb 2023	AMLODIPINA 10 mg - 60 Com	20
6								ABA	Jan 2023	PRAVASTATINA 20 MG - 60 COMP.	2
7								ABA	Feb 2023	NIFEDIPINA 20 MG - 60 COMP.	5
8								ABA	Feb 2023	SINVASTATINA 40 MG - 60 COMP.	2
9								ABA	Feb 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	4
10								ABA	Jan 2023	SERTRALINA 50 MG - 60 COMP.	24
11								ABA	Jan 2023	SERTRALINA 100 MG - 60 COMP.	20
12								ABA	Feb 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	16
13								CNY	Feb 2023	RAMIPRIL 2,5 MG - 56 CAPS.	2
14	RESULTS OF CRITERIA TABLE ABOVE							CNY	Feb 2023	RAMIPRIL 5 MG - 56 CAPS.	6
15	Product Name	Sum Units						CNY	Feb 2023	RAMIPRIL 10 MG - 56 CAPS.	6
16	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	70						CNY	Feb 2023	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
17	AMLODIPINA 10 mg - 60 Com	20						CNY	Feb 2023	OLANZAPINA 2,5X28 MG	4
18	CLOPIDOGREL GENERICOS 75MG 28C	50						CNY	Jan 2023	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2
19	EBASTINA 10MG-20 COMP	6						CNY	Feb 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	69
20	ESPIRONOLACTONA 100 MG - 60 COMP.	1						CNY	Jan 2023	MONTELUCASTE 10MG 28COMP	2
21	ESPIRONOLACTONA 25 MG - 60 COMP.	20						CNY	Feb 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	1
22	IRBESARTAN+HCTZ 150 12,5 28MG	4						CNY	Feb 2023	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2
23	IRBESARTAN+HCTZ 300 12,5 28MG	2						CNY	Jan 2023	EBASTINA 10MG-20 COMP	6
24	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	7						DIL	Feb 2023	QUETIAPINA 25MG 20 COMP	12
25	MONTELUCASTE 10MG 28COMP	4						DIL	Feb 2023	MONTELUCASTE 10MG 28COMP	2
26	NIFEDIPINA 20 MG - 60 COMP.	5						DIL	Feb 2023	ESPIRONOLACTONA 25 MG - 60 COMP.	20
27	OLANZAPINA 2,5X28 MG	4						DIL	Feb 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	4
28	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2						DIL	Jan 2023	CLOPIDOGREL GENERICOS 75MG 28C	50
29	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2						DIL	Feb 2023	IRBESARTAN+HCTZ 150 12,5 28MG	4
30	PRAVASTATINA 20 MG - 60 COMP.	2						DIL	Jan 2023	IRBESARTAN+HCTZ 300 12,5 28MG	2
31	QUETIAPINA 25MG 20 COMP	12						DIL	Feb 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	3
32	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
33	RAMIPRIL 10 MG - 56 CAPS.	6
34	RAMIPRIL 2,5 MG - 56 CAPS.	2
35	RAMIPRIL 5 MG - 56 CAPS.	6
36	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	20
37	SERTRALINA 100 MG - 60 COMP.	20
38	SERTRALINA 50 MG - 60 COMP.	24
39	SINVASTATINA 20 MG - 60 COMP.	80
40	SINVASTATINA 40 MG - 60 COMP.	2
Sheet1

Cell Formulas
Range	Formula
E3:E5,F3:F4	E3	=SORT(UNIQUE(H3:H31))
A16:A40	A16	=SORT(UNIQUE(J3:J31))
B16:B40	B16	=SUMIFS(K3:K31,J3:J31,A16#)
Dynamic array formulas.

Cells with Data Validation
Cell	Allow	Criteria
A3:A10	List	=$E$3#
B3:B10	List	=$F$3#

Things that were changed:
1: NEVER use Merge & Center. It screws up the Worksheet structure. Use Center Across Selection in the Alignment tab instead.
2. Use Numbers instead of Text. Granted, you can't get jan 2023 from 1/1/2023, but using numbers makes things so much easier, and you can still get Jan 2023. While it might be easier to say "=jan 2023" instead of between 1/1/2023 and EOMONTH(cellwithdatevalueI,0),typos are more likely - Jan 2023 <> jan 2023.
3. Give some space to different elements like the narrow grey columns above, and delineate ranges that are using Data Validation (with borders) so one knows where the DV ends.
4. If I were doing this, I'd be using Tables rather than flat ranges. I assume that March 2023 will be coming soon!
And yes, the above starts at A1 rather than B2.

 

[Lacan]

Hello @jdellasala

Through data in criteria Customer Name (cell B4) + Month (cell C4) + Product Name Abbreviation (cell D4) the goal is to filter Table DATA BASE (H4:K4) and to sum units accordingly and specifically if they match.
Just made some improvements in formula maybe you can complete it.
Please let me know if you understand it.
Thank you very much.

Search by Name_2.xlsm
	B	C	D	E	F	G	H	I	J	K
1
2	CRITERIA						DATA BASE
3	Customer Name	Product Name Abbreviation			EXCLUSIVES CUSTOMERS	EXCLUSIVES MONTH	Customer Name	Month	Product Name	Units
4	ABA	sinva			ABA	jan. 2023	ABA	feb. 2023	ESPIRONOLACTONA 100 MG - 60 COMP.	1
5					CNY	feb. 2023	ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	80
6					DIL		ABA	jan. 2023	SINVASTATINA 20 MG - 60 COMP.	81
7							ABA	feb. 2023	AMLODIPINA 10 mg - 60 Com	20
8							ABA	jan. 2023	PRAVASTATINA 20 MG - 60 COMP.	2
9							ABA	feb. 2023	NIFEDIPINA 20 MG - 60 COMP.	5
10	Month			Month			ABA	feb. 2023	SINVASTATINA 40 MG - 60 COMP.	2
11	jan. 2023			feb. 2023			ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	4
12							ABA	jan. 2023	SERTRALINA 50 MG - 60 COMP.	24
13	RESULTS OF CRITERIA TABLE ABOVE			RESULTS OF CRITERIA TABLE ABOVE			ABA	jan. 2023	SERTRALINA 100 MG - 60 COMP.	20
14	Product Name	Sum Units		Product Name	Sum Units		ABA	feb. 2023	ROSUVASTATINA + EZETIMIBA 20 + 10 mg 60	16
15	#VALOR!						CNY	feb. 2023	RAMIPRIL 2,5 MG - 56 CAPS.	2
16							CNY	feb. 2023	RAMIPRIL 5 MG - 56 CAPS.	6
17							CNY	feb. 2023	RAMIPRIL 10 MG - 56 CAPS.	6
18							CNY	feb. 2023	RAMIPRIL + HCTZ 5 MG/25 MG - 56 COMP.	1
19							CNY	feb. 2023	OLANZAPINA 2,5X28 MG	4
20							CNY	jan. 2023	PANTOPRAZOL 20 MG - 56 COMP.GASTRO-RESIST.	2
21							CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	69
22							CNY	jan. 2023	MONTELUCASTE 10MG 28COMP	2
23							CNY	feb. 2023	AMLOD+OLME+HCTZ 5 MG +20 MG +12,5 MG 56	1
24							CNY	feb. 2023	PANTOPRAZOL 40 MG - 56 COMP.GASTRO-RESIST	2
25							CNY	jan. 2023	EBASTINA 10MG-20 COMP	6
26							DIL	feb. 2023	QUETIAPINA 25MG 20 COMP	12
27							DIL	feb. 2023	MONTELUCASTE 10MG 28COMP	2
28							DIL	feb. 2023	ESPIRONOLACTONA 25 MG - 60 COMP.	20
29							DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	4
30				161			DIL	jan. 2023	CLOPIDOGREL GENERICOS 75MG 28C	50
31							DIL	feb. 2023	IRBESARTAN+HCTZ 150 12,5 28MG	4
32							DIL	jan. 2023	IRBESARTAN+HCTZ 300 12,5 28MG	2
33							DIL	feb. 2023	METFORMINA + VILDAGLIPTINA 1000 + 50 mg 60	3
34
Sheet2 (4)

Cell Formulas
Range	Formula
F4:F6	F4	=SORT(UNIQUE(H4:H33))
G4:G5	G4	=SORT(UNIQUE(I4:I33),,-1)
B15	B15	=FILTER(J4:K32,(ISNUMBER(SEARCH("*"&C4,J4:J32)))*(H4:H33=B4)*(I4:I33=B11)*SUMIFS(K4:K33,H4:H33,B4,I4:I33,B11,J4:J33,C4&"*"))
E30	E30	=SUMIFS(K4:K33,H4:H33,B4,I4:I33,B11,J4:J33,C4&"*")
Dynamic array formulas.

Cells with Data Validation
Cell	Allow	Criteria
B4	List	=$F$4:$F$6
B5	List	=$G$4:$G$12
B11,E11	List	=$G$4:$G$5

 

[Lacan]

Hello Guys,

Can you please give a help?
Thank you very much.

 

[Lacan]

Dear Guys @Eric W , @Fluff and @Dave Patton
Can you please give a help?

Thank you very much.