Pulling in data from a Master Table

[goku0650]

Hello, I have a Master Table with a lot of information on it. I am looking to pull information from the MasterTable over into another sheet based on certain criteria. I am looking to pull in columns labeled on my output data from Column A to E from the Master Table. Columns G,H,I,J are the criteria that I want to use to pull in the other columns. Any help would be greatly appreciated. Thanks!



Here is my Output Table setup

consolidated_milestones (1).csv
	A	B	C	D	E	F	G	H	I	J
1	matter_id	milestone_date	milestone_type	venue_state	placed_on		Placed On Date	Milestone_Start	Milestone_End	CLX_instance
2	187973						3/1/23	8/14/23	8/20/23	USB
3	187973
4	187973
5	187973
6	187973
7	187973
8	187973
9	187973
Summary

Cell Formulas
Range	Formula
A2:A9	A2	=INDEX('consolidated_milestones (1)'!$A:$A,MATCH(1,('consolidated_milestones (1)'!$C:$C>=$G$2)*('consolidated_milestones (1)'!$B:$B<=$I$2)*('consolidated_milestones (1)'!$B:$B>=Summary!$H$2),0))

Named Ranges
Name	Refers To	Cells
'consolidated_milestones (1)'!_FilterDatabase	='consolidated_milestones (1)'!$A$1:$DW$247681	A2:A9

Here is my Master Table

Book2
	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O
1	matter_id	milestone_date	placed_on	milestone_type	milestone_week	milestone_month	milestone_quarter	milestone_year	CLX_instance	client_name	is_loaded	organization	organization_id	original_organization_id	venue_state
2	213973	8/10/23	8/7/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	5	IL
3	219126	8/18/23	3/28/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
4	220649	8/18/23	3/24/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
5	220947	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
6	221761	8/18/23	4/27/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
7	221941	8/18/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MN
8	222156	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
9	222189	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	AZ
10	222191	8/17/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	AZ
11	222198	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
12	222205	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
13	222206	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
14	222238	8/19/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CO
15	222257	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
16	222266	8/8/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
17	222301	8/8/23	8/7/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
18	222302	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
19	222347	8/8/23	8/1/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
20	222678	8/11/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MO
21	222696	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
22	222700	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
23	222708	8/18/23	8/10/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	OH
24	222714	8/11/23	8/10/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
25	222735	8/14/23	8/11/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
26	222804	8/10/23	8/4/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MO
27	222809	8/11/23	8/10/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MO
28	222810	8/11/23	8/10/23	is_gnotice	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MO
29	222813	8/18/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	OH
30	222895	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
31	222901	8/17/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
32	222906	8/17/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
33	222916	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
34	222931	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	TX
35	222935	8/18/23	8/17/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
36	222957	8/18/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
37	222963	8/18/23	8/18/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
38	222970	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
39	222978	8/18/23	8/18/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
40	222990	8/14/23	8/11/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
41	223008	8/18/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
42	223022	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
43	223040	8/18/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	FL
44	223056	8/16/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
45	223061	8/17/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	WA
46	223069	8/17/23	8/16/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	OR
47	223090	8/18/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
48	223091	8/16/23	8/15/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
49	223096	8/18/23	8/18/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
50	223103	8/15/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	CA
51	223110	8/17/23	8/14/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	AZ
52	223112	8/15/23	8/11/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	MO
53	223119	8/18/23	8/17/23	is_gnotice	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC	4	1	AZ
54	220300	8/18/23	3/24/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
55	220305	8/11/23	3/9/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Oregon	21	1	OR
56	220332	8/16/23	3/14/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - California	24	1	CA
57	220351	8/9/23	3/10/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
58	220393	8/16/23	3/21/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - California	24	1	CA
59	220450	8/11/23	3/23/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
60	221110	8/17/23	5/9/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Texas	22	1	TX
61	221823	8/15/23	4/24/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Washington	19	1	WA
62	221863	8/11/23	5/9/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
63	221878	8/11/23	5/9/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
64	221894	8/8/23	4/25/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Washington	19	1	WA
65	221896	8/18/23	4/24/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Illinois	27	1	IL
66	222505	8/16/23	4/27/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers LLC - Missouri	25	1	MO
67	222519	8/8/23	4/25/23	is_suit	8/13/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Ohio	12	1	OH
68	222556	8/18/23	5/8/23	is_suit	8/20/23	8/31/23	9/30/23	12/31/23	USB	U.S. Bank	TRUE	Lawgix Lawyers, LLC - Ohio	12	1	OH
Sheet1

 

[ranman256]

link the sheet to Ms Access or Ms Query and perform queries to get the data you need.

 

[alansidman]

Where are the start and End Dates in your source material? Not obvious to me.

 

[Fluff]

Assuming your master table is a real table, how about

Fluff.xlsm
	A	B	C	D	E	F	G	H	I	J
1	matter_id	milestone_date	milestone_type	venue_state	placed_on		Placed On Date	Milestone_Start	Milestone_End	CLX_instance
2	219126	18/08/2023	is_gnotice	CA	28/03/2023		01/03/2023	14/08/2023	20/08/2023	USB
3	220649	18/08/2023	is_gnotice	CA	24/03/2023
4	221761	18/08/2023	is_gnotice	WA	27/04/2023
5	221941	18/08/2023	is_gnotice	MN	16/08/2023
6	222189	15/08/2023	is_gnotice	AZ	14/08/2023
7	222191	17/08/2023	is_gnotice	AZ	14/08/2023
8	222238	19/08/2023	is_gnotice	CO	14/08/2023
9	222302	15/08/2023	is_gnotice	TX	14/08/2023
10	222696	15/08/2023	is_gnotice	CA	14/08/2023
11	222700	15/08/2023	is_gnotice	WA	14/08/2023
12	222708	18/08/2023	is_gnotice	OH	10/08/2023
13	222735	14/08/2023	is_gnotice	CA	11/08/2023
14	222813	18/08/2023	is_gnotice	OH	14/08/2023
15	222895	15/08/2023	is_gnotice	TX	14/08/2023
16	222901	17/08/2023	is_gnotice	TX	16/08/2023
17	222906	17/08/2023	is_gnotice	TX	16/08/2023
18	222916	15/08/2023	is_gnotice	CA	14/08/2023
19	222931	15/08/2023	is_gnotice	TX	14/08/2023
20	222935	18/08/2023	is_gnotice	CA	17/08/2023
21	222957	18/08/2023	is_gnotice	CA	16/08/2023
22	222963	18/08/2023	is_gnotice	WA	18/08/2023
23	222970	15/08/2023	is_gnotice	CA	14/08/2023
24	222978	18/08/2023	is_gnotice	CA	18/08/2023
25	222990	14/08/2023	is_gnotice	CA	11/08/2023
26	223008	18/08/2023	is_gnotice	FL	14/08/2023
27	223022	15/08/2023	is_gnotice	CA	14/08/2023
28	223040	18/08/2023	is_gnotice	FL	14/08/2023
29	223056	16/08/2023	is_gnotice	CA	16/08/2023
30	223061	17/08/2023	is_gnotice	WA	16/08/2023
31	223069	17/08/2023	is_gnotice	OR	16/08/2023
32	223090	18/08/2023	is_gnotice	CA	14/08/2023
33	223091	16/08/2023	is_gnotice	CA	15/08/2023
34	223096	18/08/2023	is_gnotice	CA	18/08/2023
35	223103	15/08/2023	is_gnotice	CA	14/08/2023
36	223110	17/08/2023	is_gnotice	AZ	14/08/2023
37	223112	15/08/2023	is_gnotice	MO	11/08/2023
38	223119	18/08/2023	is_gnotice	AZ	17/08/2023
39	220300	18/08/2023	is_suit	IL	24/03/2023
40	220332	16/08/2023	is_suit	CA	14/03/2023
41	220393	16/08/2023	is_suit	CA	21/03/2023
42	221110	17/08/2023	is_suit	TX	09/05/2023
43	221823	15/08/2023	is_suit	WA	24/04/2023
44	221896	18/08/2023	is_suit	IL	24/04/2023
45	222505	16/08/2023	is_suit	MO	27/04/2023
46	222556	18/08/2023	is_suit	OH	08/05/2023
47
Sheet2

Cell Formulas
Range	Formula
A2:E46	A2	=CHOOSECOLS(FILTER(Table2,(Table2[placed_on]>=G2)*(Table2[placed_on]<=I2)*(Table2[milestone_date]>=H2)),XMATCH(A1:E1,Table2[#Headers]))
Dynamic array formulas.