Is there a better replacement for this formula?

AWM21

New Member
Joined
Aug 2, 2021
Messages
13
Office Version
  1. 365
Platform
  1. Windows
Hello, I'm betting there is a better way to run this formula that references a block of dates by month, and returns the table rows based on the short date related to the selected month. In the example below, I have a dynamic array showcasing the rows of data from a table based on the month selected in the Orange data list. The data list looks at the month selected and references it to the starting date of that month. I then used EOMONTH to cross reference the table for anything less than, or equal to, the the associated month selected short date.

Here is the formula as it sits:
=FILTER(TROY,(TROY[Load Out Date]>=XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13))*(TROY[Load Out Date]<=EOMONTH(XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),0)),"Currently No Events Scheduled")

The section of this formula that I believe can be simplified is:
(TROY[Load Out Date]>=XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13))*(TROY[Load Out Date]<=EOMONTH(XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),0))

Is there a better way to extract the data by month instead of using this series of XLOOKUP references?
The "Month" & "Start" columns in the upper left only exist in order to work the XLOOKUP formula references. This can go away if that helps get a better solution.

Thanks!

Sample Data v1a.xlsx
ABCDEFGHIJKLMNO
1MonthStart
2January1/1/2022April$ 61,423.61
3February2/1/2022NameNumberParent NameAccount ManagerClientCompanyStatusPrep DateLoad Out DateReturn Date Total
4March3/1/2022Name_brP01-0065Parent_brRep_02Client_yCompany_yConfirmed4/1/20224/4/20224/5/2022$ 3,039.00
5April4/1/2022Name_oP01-0169Parent_oRep_03Client_jCompany_jTentative4/1/20224/5/20224/7/2022$ 1,119.36
6May5/1/2022Name_bfP01-0103Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 5,990.00
7June6/1/2022Name_bfP01-0111Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 7,460.00
8July7/1/2022Name_bfP01-0107Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 8,900.00
9August8/1/2022Name_bfP01-0086Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 34,915.25
10September9/1/2022
11October10/1/2022
12November11/1/2022
13December12/1/2022
14
15
16
17NameNumberParent NameAccount ManagerClientCompanyStatusPrep DateLoad Out DateReturn Date Total
18Name_aaP01-0046Parent_aaRep_06Client_oCompany_oInvoice Created1/1/20221/3/20221/3/2022$ 2,700.00
19Name_azP01-0026Parent_azRep_07Client_aCompany_aInvoice Created1/8/20221/11/20221/12/2022$ 33,200.00
20Name_qP01-0012Parent_qRep_02Client_qCompany_qInvoice Created1/6/20221/12/20221/17/2022$ 5,390.75
21Name_qP01-0011Parent_qRep_02Client_qCompany_qInvoice Created1/6/20221/12/20221/17/2022$ 51,987.80
22Name_qP01-0009Parent_qRep_02Client_qCompany_qInvoice Created1/6/20221/12/20221/17/2022$ 180,827.93
23Name_adP01-0048Parent_adRep_02Client_iCompany_iInvoice Created1/28/20222/1/20222/2/2022$ 11,260.00
24Name_akP01-0014Parent_akRep_02Client_eCompany_eInvoice Created1/27/20222/5/20222/8/2022$ 59,953.90
25Name_bnP01-0106Parent_bnRep_05Client_xCompany_xInvoice Created2/11/20222/11/20222/11/2022$ 800.00
26Name_biP01-0066Parent_biRep_05Client_gCompany_gInvoice Created2/7/20222/16/20222/17/2022$ 24,515.00
27Name_bkP01-0069Parent_bkRep_05Client_xCompany_xInvoice Created2/11/20222/16/20222/17/2022$ 29,603.75
28Name_acP01-0067Parent_acRep_02Client_iCompany_iInvoice Created2/2/20222/17/20222/17/2022$ 11,260.00
29Name_beP01-0070Parent_beRep_05Client_xCompany_xInvoice Created2/11/20222/17/20222/17/2022$ 16,723.00
30Name_uP01-0153Parent_uRep_04Client_vCompany_vConfirmed3/11/20223/14/20223/15/2022$ 2,936.00
31Name_sP01-0181Parent_sRep_07Client_aCompany_aInvoice Created3/15/20223/16/20223/16/2022$ 2,478.50
32Name_bhP01-0120Parent_bhRep_05Client_xCompany_xConfirmed3/11/20223/16/20223/17/2022$ 50,458.75
33Name_bhP01-0184Parent_bhRep_05Client_xCompany_xConfirmed3/11/20223/16/20223/17/2022$ 367.50
34Name_bhP01-0187Parent_bhRep_05Client_xCompany_xConfirmed3/11/20223/16/20223/17/2022$ -
35Name_arP01-0098Parent_arRep_05Client_uCompany_uConfirmed2/4/20223/31/20224/1/2022$ 11,838.00
36Name_brP01-0065Parent_brRep_02Client_yCompany_yConfirmed4/1/20224/4/20224/5/2022$ 3,039.00
37Name_oP01-0169Parent_oRep_03Client_jCompany_jTentative4/1/20224/5/20224/7/2022$ 1,119.36
38Name_bfP01-0103Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 5,990.00
39Name_bfP01-0111Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 7,460.00
40Name_bfP01-0107Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 8,900.00
41Name_bfP01-0086Parent_bfRep_05Client_xCompany_xConfirmed2/7/20224/8/20224/6/2022$ 34,915.25
42Name_baP01-0104Parent_baRep_02Client_yCompany_yTentative5/11/20225/12/20225/13/2022$ 12,675.50
43Name_ajP01-0177Parent_ajRep_05Client_xCompany_xTentative5/13/20225/18/20225/19/2022$ 48,718.75
44Name_auP01-0061Parent_auRep_05Client_abCompany_abConfirmed5/12/20225/18/20225/23/2022$ 52,250.25
45Name_blP01-0202Parent_blRep_05Client_xCompany_xInquiry5/17/20225/20/20225/23/2022$ -
46Name_auP01-0175Parent_auRep_05Client_abCompany_abConfirmed5/12/20225/23/20225/23/2022$ 3,900.00
47Name_iP01-0209Parent_iRep_04Client_sCompany_sInquiry5/20/20225/26/20225/27/2022$ 35,133.50
48Name_agP01-0186Parent_agRep_02Client_yCompany_yConfirmed5/20/20225/26/20225/30/2022$ 12,493.00
49Name_ahP01-0150Parent_ahRep_02Client_yCompany_yInquiry5/20/20225/26/20225/30/2022$ 92,953.75
50Name_rP01-0033Parent_rRep_02Client_qCompany_qConfirmed6/9/20226/15/20226/17/2022$ 6,564.50
51Name_rP01-0032Parent_rRep_02Client_qCompany_qConfirmed6/9/20226/15/20226/17/2022$ 29,042.40
52Name_rP01-0029Parent_rRep_02Client_qCompany_qConfirmed6/9/20226/15/20226/17/2022$ 189,669.75
53Name_aiP01-0031Parent_aiRep_02Client_qCompany_qTentative9/14/20229/23/20229/27/2022$ 1,950.00
54Name_aiP01-0136Parent_aiRep_02Client_qCompany_qInquiry9/14/20229/23/20229/27/2022$ 10,440.50
55Name_aiP01-0140Parent_aiRep_02Client_qCompany_qInquiry9/14/20229/23/20229/27/2022$ 10,440.50
56Name_aiP01-0137Parent_aiRep_02Client_qCompany_qInquiry9/14/20229/23/20229/27/2022$ 10,440.50
57Name_aiP01-0141Parent_aiRep_02Client_qCompany_qInquiry9/14/20229/23/20229/27/2022$ 10,440.50
58Name_aiP01-0143Parent_aiRep_02Client_qCompany_qInquiry9/14/20229/23/20229/27/2022$ 10,440.50
59Name_anP01-0190Parent_anRep_05Client_mCompany_mInquiry8/1/202211/14/202211/14/2022$ 113,300.00
60Name_anP01-0192Parent_anRep_05Client_mCompany_mInquiry8/1/202211/14/202211/14/2022$ 115,850.00
61Name_anP01-0189Parent_anRep_05Client_mCompany_mInquiry8/1/202211/14/202211/14/2022$ 116,700.00
62Name_anP01-0191Parent_anRep_05Client_mCompany_mInquiry8/1/202211/14/202211/14/2022$ 119,100.00
63Name_apP01-0089Parent_apRep_04Client_lCompany_lInquiry11/14/202212/26/202212/30/2022$ 56,956.00
64Name_apP01-0088Parent_apRep_04Client_lCompany_lInquiry11/14/202212/26/202212/30/2022$ 114,369.00
Quotes_P01
Cell Formulas
RangeFormula
O2O2=SUMIFS(TROY[Total],TROY[Load Out Date],">="&XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),TROY[Load Out Date],"<="&EOMONTH(XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),0))
E4:O9E4=FILTER(TROY,(TROY[Load Out Date]>=XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13))*(TROY[Load Out Date]<=EOMONTH(XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),0)),"Currently No Events Scheduled")
Dynamic array formulas.
Cells with Data Validation
CellAllowCriteria
E2List=$A$2:$A$13
 
Last edited:

Excel Facts

Wildcard in VLOOKUP
Use =VLOOKUP("Apple*" to find apple, Apple, or applesauce
You can streamline your existing approach ..
Excel Formula:
=FILTER(TROY,(TROY[Load Out Date]>=XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13))*(TROY[Load Out Date]<=EOMONTH(XLOOKUP($E$2,$A$2:$A$13,$B$2:$B$13),0)),"Currently No Events Scheduled")
.. a little by employing the LET function & ditching the absolute references.
Excel Formula:
=LET(XL,XLOOKUP(E2,A2:A13,B2:B13),LOD,TROY[Load Out Date],FILTER(TROY,(LOD>=XL)*(LOD<=EOMONTH(XL,0)),"Currently No Events Scheduled"))

If all your dates are in the same year then you could use this
Excel Formula:
=FILTER(TROY,TEXT(TROY[Load Out Date],"mmmm")=E2,"Currently No Events Scheduled")

If dates span multiple years than a modification would be needed. Post back with more details/sample if this is the case and you want more help.
 
Upvote 0
Solution
Thanks Peter! I see what you mean about the year. If this document lives that long, I'll worry about it then. I told my colleague that, for what he is asking for in the overall document, he is getting into Sales Force or Power BI territory.
I didnt think to use LET like that.
Thanks again Peter, I really appreciate the help here. Have a great rest of your weekend! :)
 
Upvote 0
You're welcome. Hope it all works out for you. :)
 
Upvote 0

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