Pull in names and comments from one sheet to another based on date range and criteria

[LailaT]

I want to pull in the names and comments from the Detailed sheet onto the Snapshot based on a date range and a critera.
The criteria is that Active or Appointment are not populated with X.

Detailed:

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Source[/TD]
[TD]Name[/TD]
[TD]Phone[/TD]
[TD]Email[/TD]
[TD]Comments[/TD]
[TD]Max Budget[/TD]
[TD]Active[/TD]
[TD]Appointment[/TD]
[/TR]
[TR]
[TD]2/4/19[/TD]
[TD]REA[/TD]
[TD]John Smith[/TD]
[TD][/TD]
[TD][/TD]
[TD]comment A[/TD]
[TD][/TD]
[TD]X[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3/4/19[/TD]
[TD]REA[/TD]
[TD]Alan Jones[/TD]
[TD][/TD]
[TD][/TD]
[TD]comment B[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4/4/19[/TD]
[TD]Domain[/TD]
[TD]Mike Roberts[/TD]
[TD][/TD]
[TD][/TD]
[TD]comment C[/TD]
[TD][/TD]
[TD]X[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]5/4/19[/TD]
[TD]Website[/TD]
[TD]Alice May[/TD]
[TD][/TD]
[TD][/TD]
[TD]comment D[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]6/4/19[/TD]
[TD]Facebook[/TD]
[TD]Matt Otway[/TD]
[TD][/TD]
[TD][/TD]
[TD]comment E[/TD]
[TD][/TD]
[TD]X[/TD]
[TD]X[/TD]
[/TR]
</tbody>[/TABLE]

So the following would be pulled into the Snapshot sheet based on the date range of April 2 - April 6:
Alan Jones Comment B
Alice May Comment D

Each week, Snapshot names and comments will be over-written based on the new week.

 

[James006]

Hello,

Have you tried to use from the menu Data > Filter ...?

Hope this will help

 

[LailaT]

Hello

But how can that move it onto the Snapshot worksheet based on the criteria? That will just filter on the same spreadsheet, no?

 

[James006]

If you need your results on another sheet ...then use Advanced Filter ...

HTH

 

[LailaT]

But I need a formula based on the fields Active or Appointment NOT being populated with X.

 

[James006]

It is NOT a formula ... it is a CONDITION ...

and you can very easily add this condition in the filter ...

HTH

 

[James006]

Should you need an explanation for Advanced Filter ...

see https://www.contextures.com/xladvfilter01.html

HTH

 

[LailaT]

Hi James006

I keep getting the following error message:

The extract range has a missing or invalid field name.

I have chosen the entire list range from the Detailed worksheet, set my criteria in the Detailed worksheet, and am trying to put the data in a specific location in the Snapshot worksheet and it keeps coming back with the same error message.

Is there not a way to do this through VLOOKUP with conditions?

 

[James006]

Hi,

There are many many possible solutions for your type of question ...

The Advanced Filter is quick, powerful and simple ... as long as you carefully follow the rules ... as explained in the link provided ... :wink:

 

[James006]

Hello,

Asking the same question ... multiple times ...

https://www.mrexcel.com/forum/excel...ame-based-criteria-one-worksheet-another.html

Very Friendly ...!!!