Hi Everyone,
I am working on an Excel Workbook that has 14 tabs or worksheets. Worksheets are "Summary" "Year End 2014" and each month... ("Jan" "Feb" "Mar" etc...). At the end of each month I get a report with all of our sales that I copy and paste into the corresponding month's tab. On my summary page I have 3 different headers... Existing Relationships (everything originated before 1/1/15), New Relationships (Everything originated after 1/1/15), Relationships out of Territory. I was able to come up with a formula for the Existing Relationships heading using the Index and Small function which populated from the "Year End 2014" Tab.
Summary Tab
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Existing Accounts in Branch 3[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account#[/TD]
[TD]Account Name[/TD]
[TD]Year End Balance[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]345[/TD]
[TD]Tom[/TD]
[TD]80[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]532[/TD]
[TD]Jerry[/TD]
[TD]20[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]673[/TD]
[TD]Huey[/TD]
[TD]40[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]455[/TD]
[TD]Larry[/TD]
[TD]60[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]874[/TD]
[TD]Jim[/TD]
[TD]20[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]New Accounts in branch[/TD]
[TD]3[/TD]
[TD]originated[/TD]
[TD]after[/TD]
[TD]1/1/15[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account #[/TD]
[TD]Account Name[/TD]
[TD]Year End 2014 Balance[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]Accounts Outside of[/TD]
[TD]Branch[/TD]
[TD]3[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]19[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]20[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
For cell C3 (Account #) summary tab
{=IFERROR(INDEX('Year End 2014'!C$2:C$9,SMALL(IF('Year End 2014'!$A$2:$A$9=3,ROW('Year End 2014'!C$2:C$9)-ROW('Year End 2014'!C$2)+1),ROWS('Year End 2014'!C$2:'Year End 2014'!$C2))),"")}
Year End Tab
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account Number[/TD]
[TD]Account Name[/TD]
[TD]Balance[/TD]
[TD]Origination Date[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]345[/TD]
[TD]Tom[/TD]
[TD]80[/TD]
[TD]3/4/12[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]532[/TD]
[TD]Jerry[/TD]
[TD]20[/TD]
[TD]5/4/11[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]673[/TD]
[TD]Huey[/TD]
[TD]40[/TD]
[TD]8/6/14[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]5[/TD]
[TD]AAA[/TD]
[TD]234[/TD]
[TD]****[/TD]
[TD]50[/TD]
[TD]5/12/10[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]455[/TD]
[TD]Larry[/TD]
[TD]60[/TD]
[TD]10/6/14[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]7[/TD]
[TD]BBB[/TD]
[TD]444[/TD]
[TD]John[/TD]
[TD]60[/TD]
[TD]3/1/14[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]874[/TD]
[TD]Jim[/TD]
[TD]20[/TD]
[TD]5/1/14[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]2[/TD]
[TD]AAA[/TD]
[TD]543[/TD]
[TD]Gary[/TD]
[TD]90[/TD]
[TD]12/1/14[/TD]
[/TR]
</tbody>[/TABLE]
I assumed I would be able to use the same Index formula and include a range of tabs that I wanted it to search for data in. I was wrong. I understand now that the Index Function can not be used along with a 3-D Reference (Across multiple sheets at once). Do I have any other options? Ultimately I want it to search through the tabs "Jan:Dec" as I get the data through the year and paste it into each corresponding month's tab, filter to only branch 3, and filter if it is originated after 1/1/15. I want it to do the same thing it did for the Existing Account heading except search tabs Jan:Dec, be branch 3, and origination date must be > 1/1/15. The monthly tabs all have the exact same headings as the year end tab (Branch, Officer, etc...)
If this should be a formula or a VBA I am open to anything. I am really stuck on this and would appreciate any help at all! Thank you everyone!
I am working on an Excel Workbook that has 14 tabs or worksheets. Worksheets are "Summary" "Year End 2014" and each month... ("Jan" "Feb" "Mar" etc...). At the end of each month I get a report with all of our sales that I copy and paste into the corresponding month's tab. On my summary page I have 3 different headers... Existing Relationships (everything originated before 1/1/15), New Relationships (Everything originated after 1/1/15), Relationships out of Territory. I was able to come up with a formula for the Existing Relationships heading using the Index and Small function which populated from the "Year End 2014" Tab.
Summary Tab
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Existing Accounts in Branch 3[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account#[/TD]
[TD]Account Name[/TD]
[TD]Year End Balance[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]345[/TD]
[TD]Tom[/TD]
[TD]80[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]532[/TD]
[TD]Jerry[/TD]
[TD]20[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]673[/TD]
[TD]Huey[/TD]
[TD]40[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]455[/TD]
[TD]Larry[/TD]
[TD]60[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]874[/TD]
[TD]Jim[/TD]
[TD]20[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]10[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]11[/TD]
[TD]New Accounts in branch[/TD]
[TD]3[/TD]
[TD]originated[/TD]
[TD]after[/TD]
[TD]1/1/15[/TD]
[/TR]
[TR]
[TD]12[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account #[/TD]
[TD]Account Name[/TD]
[TD]Year End 2014 Balance[/TD]
[/TR]
[TR]
[TD]13[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]14[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]15[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]16[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]17[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]18[/TD]
[TD]Accounts Outside of[/TD]
[TD]Branch[/TD]
[TD]3[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]19[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]20[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
For cell C3 (Account #) summary tab
{=IFERROR(INDEX('Year End 2014'!C$2:C$9,SMALL(IF('Year End 2014'!$A$2:$A$9=3,ROW('Year End 2014'!C$2:C$9)-ROW('Year End 2014'!C$2)+1),ROWS('Year End 2014'!C$2:'Year End 2014'!$C2))),"")}
Year End Tab
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD]A[/TD]
[TD]B[/TD]
[TD]C[/TD]
[TD]D[/TD]
[TD]E[/TD]
[TD]F[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]Branch[/TD]
[TD]Officer[/TD]
[TD]Account Number[/TD]
[TD]Account Name[/TD]
[TD]Balance[/TD]
[TD]Origination Date[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]345[/TD]
[TD]Tom[/TD]
[TD]80[/TD]
[TD]3/4/12[/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]532[/TD]
[TD]Jerry[/TD]
[TD]20[/TD]
[TD]5/4/11[/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]673[/TD]
[TD]Huey[/TD]
[TD]40[/TD]
[TD]8/6/14[/TD]
[/TR]
[TR]
[TD]5[/TD]
[TD]5[/TD]
[TD]AAA[/TD]
[TD]234[/TD]
[TD]****[/TD]
[TD]50[/TD]
[TD]5/12/10[/TD]
[/TR]
[TR]
[TD]6[/TD]
[TD]3[/TD]
[TD]BBB[/TD]
[TD]455[/TD]
[TD]Larry[/TD]
[TD]60[/TD]
[TD]10/6/14[/TD]
[/TR]
[TR]
[TD]7[/TD]
[TD]7[/TD]
[TD]BBB[/TD]
[TD]444[/TD]
[TD]John[/TD]
[TD]60[/TD]
[TD]3/1/14[/TD]
[/TR]
[TR]
[TD]8[/TD]
[TD]3[/TD]
[TD]AAA[/TD]
[TD]874[/TD]
[TD]Jim[/TD]
[TD]20[/TD]
[TD]5/1/14[/TD]
[/TR]
[TR]
[TD]9[/TD]
[TD]2[/TD]
[TD]AAA[/TD]
[TD]543[/TD]
[TD]Gary[/TD]
[TD]90[/TD]
[TD]12/1/14[/TD]
[/TR]
</tbody>[/TABLE]
I assumed I would be able to use the same Index formula and include a range of tabs that I wanted it to search for data in. I was wrong. I understand now that the Index Function can not be used along with a 3-D Reference (Across multiple sheets at once). Do I have any other options? Ultimately I want it to search through the tabs "Jan:Dec" as I get the data through the year and paste it into each corresponding month's tab, filter to only branch 3, and filter if it is originated after 1/1/15. I want it to do the same thing it did for the Existing Account heading except search tabs Jan:Dec, be branch 3, and origination date must be > 1/1/15. The monthly tabs all have the exact same headings as the year end tab (Branch, Officer, etc...)
If this should be a formula or a VBA I am open to anything. I am really stuck on this and would appreciate any help at all! Thank you everyone!