Sorting Data from Multiple Pages by Date Based on Category and Subcategory

M

Mlwhiteman

New Member
Joined
Nov 26, 2017
Messages
12
Hello,

I am attempting to generate an organized list of all entries from multiple sheets which have a date, description, cost, category, and subcategory. I am looking to have them sorted by date based upon their category and then their subcategory, and to display the original date, description, and cost of the data which belongs to the particular category and subcategory. I have three (3) worksheets for this example: Worksheet #1 : (Month 1 Summary), Worksheet #2 : (Month 2 Summary), and Worksheet #3 (Category Summary). Worksheets #1 and #2 are how the data is currently organized, and Worksheet #3 is the desired result. I am assuming that the header for "Month" begins in cell B3. Any help would be appreciated. Thanks!

[TABLE="width: 482"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD="colspan: 7"]BEFORE (Month 1 Summary)[/TD]
[/TR]
[TR]
[TD]Month[/TD]
[TD]Day[/TD]
[TD]Description[/TD]
[TD]Amount[/TD]
[TD]Category[/TD]
[TD]Subcategory[/TD]
[TD]Notes[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]1[/TD]
[TD]CVS[/TD]
[TD]$5.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]1[/TD]
[TD]Home Depot[/TD]
[TD]$10.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]2[/TD]
[TD]McDonald's[/TD]
[TD]$15.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 3[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]3[/TD]
[TD]CVS[/TD]
[TD]$20.00[/TD]
[TD]Cat 2[/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD]4[/TD]
[TD]Home Depot[/TD]
[TD]$25.00[/TD]
[TD]Cat 2[/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[/TR]
</tbody>[/TABLE]

[TABLE="width: 482"]
<colgroup><col><col><col><col><col><col><col></colgroup><tbody>[TR]
[TD="colspan: 7"]BEFORE (Month 2 Summary)[/TD]
[/TR]
[TR]
[TD]Month[/TD]
[TD]Day[/TD]
[TD]Description[/TD]
[TD]Amount[/TD]
[TD]Category[/TD]
[TD]Subcategory[/TD]
[TD]Notes[/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]1[/TD]
[TD]CVS[/TD]
[TD]$30.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]1[/TD]
[TD]Home Depot[/TD]
[TD]$35.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]2[/TD]
[TD]McDonald's[/TD]
[TD]$40.00[/TD]
[TD]Cat 1[/TD]
[TD]Subcat 3[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]3[/TD]
[TD]CVS[/TD]
[TD]$45.00[/TD]
[TD]Cat 2[/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]4[/TD]
[TD]Home Depot[/TD]
[TD]$50.00[/TD]
[TD]Cat 2[/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[/TR]
</tbody>[/TABLE]

[TABLE="width: 234"]
<colgroup><col><col><col><col></colgroup><tbody>[TR]
[TD="colspan: 4"]AFTER (Category Summary)[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Date[/TD]
[TD]Description[/TD]
[TD]Amount[/TD]
[/TR]
[TR]
[TD]Cat 1[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]1/1[/TD]
[TD]CVS[/TD]
[TD]$5.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2/1[/TD]
[TD]CVS[/TD]
[TD]$30.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]1/1[/TD]
[TD]Home Depot[/TD]
[TD]$10.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2/1[/TD]
[TD]Home Depot[/TD]
[TD]$35.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Subcat 3[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]1/2[/TD]
[TD]McDonald's[/TD]
[TD]$15.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2/2[/TD]
[TD]McDonald's[/TD]
[TD]$40.00[/TD]
[/TR]
[TR]
[TD]Cat 2[/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Subcat 1[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]1/3[/TD]
[TD]Shell[/TD]
[TD]$20.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2/3[/TD]
[TD]Shell[/TD]
[TD]$45.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]Subcat 2[/TD]
[TD] [/TD]
[TD] [/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]1/4[/TD]
[TD]Michael's[/TD]
[TD]$25.00[/TD]
[/TR]
[TR]
[TD] [/TD]
[TD]2/4[/TD]
[TD]Michael's[/TD]
[TD]$50.00[/TD]
[/TR]
</tbody>[/TABLE]
 

Excel Facts

Format cells as date
Select range and press Ctrl+Shift+3 to format cells as date. (Shift 3 is the # sign which sort of looks like a small calendar).
Sort by date Sort by votes
Try this:-
Data on sheets "Month 1 Summary" & "Month 2 Summary"
Results on sheet "Category Summary", all data starting "A1"

Code: 
[COLOR="Navy"]Sub[/COLOR] MG27Nov30
[COLOR="Navy"]Dim[/COLOR] Dic         [COLOR="Navy"]As[/COLOR] Object
[COLOR="Navy"]Dim[/COLOR] Rng1        [COLOR="Navy"]As[/COLOR] Range, Rng2 [COLOR="Navy"]As[/COLOR] Range
[COLOR="Navy"]Dim[/COLOR] Rng         [COLOR="Navy"]As[/COLOR] Range, Dn [COLOR="Navy"]As[/COLOR] Range
[COLOR="Navy"]Dim[/COLOR] k           [COLOR="Navy"]As[/COLOR] Variant
[COLOR="Navy"]Dim[/COLOR] p           [COLOR="Navy"]As[/COLOR] Variant
[COLOR="Navy"]Dim[/COLOR] G           [COLOR="Navy"]As[/COLOR] Variant
[COLOR="Navy"]Dim[/COLOR] c           [COLOR="Navy"]As[/COLOR] [COLOR="Navy"]Long[/COLOR]
[COLOR="Navy"]Dim[/COLOR] Q           [COLOR="Navy"]As[/COLOR] Variant
[COLOR="Navy"]Dim[/COLOR] R           [COLOR="Navy"]As[/COLOR] [COLOR="Navy"]Long[/COLOR]
[COLOR="Navy"]Dim[/COLOR] Ac          [COLOR="Navy"]As[/COLOR] [COLOR="Navy"]Integer[/COLOR]
[COLOR="Navy"]Dim[/COLOR] n           [COLOR="Navy"]As[/COLOR] [COLOR="Navy"]Long[/COLOR]
[COLOR="Navy"]Dim[/COLOR] Dt          [COLOR="Navy"]As[/COLOR] Date
[COLOR="Navy"]Dim[/COLOR] Ray         [COLOR="Navy"]As[/COLOR] Variant
[COLOR="Navy"]With[/COLOR] Sheets("Month 1 Summary")
    [COLOR="Navy"]Set[/COLOR] Rng1 = .Range("E2", .Range("E" & Rows.Count).End(xlUp))
[COLOR="Navy"]End[/COLOR] With
[COLOR="Navy"]With[/COLOR] Sheets("Month 2 Summary")
    [COLOR="Navy"]Set[/COLOR] Rng2 = .Range("E2", .Range("E" & Rows.Count).End(xlUp))
[COLOR="Navy"]End[/COLOR] With
Ray = Array(Rng1, Rng2)
[COLOR="Navy"]Set[/COLOR] Dic = CreateObject("Scripting.Dictionary")
    Dic.CompareMode = 1
   [COLOR="Navy"]For[/COLOR] Ac = 0 To 1
    [COLOR="Navy"]For[/COLOR] [COLOR="Navy"]Each[/COLOR] Dn [COLOR="Navy"]In[/COLOR] Ray(Ac)
    [COLOR="Navy"]If[/COLOR] Not Dic.exists(Dn.Value) [COLOR="Navy"]Then[/COLOR]
            [COLOR="Navy"]Set[/COLOR] Dic(Dn.Value) = CreateObject("Scripting.Dictionary")
        [COLOR="Navy"]End[/COLOR] If
            
            [COLOR="Navy"]If[/COLOR] Not Dic(Dn.Value).exists(Dn.Offset(, 1).Value) [COLOR="Navy"]Then[/COLOR]
                [COLOR="Navy"]Set[/COLOR] Dic(Dn.Value)(Dn.Offset(, 1).Value) = CreateObject("Scripting.Dictionary")
                    Dic(Dn.Value)(Dn.Offset(, 1).Value).CompareMode = 1
            [COLOR="Navy"]End[/COLOR] If
              [COLOR="Navy"]If[/COLOR] Not Dic(Dn.Value)(Dn.Offset(, 1).Value).exists(Dn.Offset(, -2).Value) [COLOR="Navy"]Then[/COLOR]
                   
                    ReDim nRay(1 To Rng1.Count + Rng2.Count, 1 To 3)
                    nRay(1, 1) = Dn.Offset(, -4).Value
                    nRay(1, 2) = Dn.Offset(, -3).Value
                    nRay(1, 3) = Dn.Offset(, -1).Value
                    Dic(Dn.Value)(Dn.Offset(, 1).Value).Add (Dn.Offset(, -2).Value), Array(nRay, 1)
             [COLOR="Navy"]Else[/COLOR]
                Q = Dic(Dn.Value)(Dn.Offset(, 1).Value).Item(Dn.Offset(, -2).Value)
                    Q(1) = Q(1) + 1
                    Q(0)(Q(1), 1) = Dn.Offset(, -4)
                    Q(0)(Q(1), 2) = Dn.Offset(, -3)
                    Q(0)(Q(1), 3) = Dn.Offset(, -1)
                Dic(Dn.Value)(Dn.Offset(, 1).Value).Item(Dn.Offset(, -2).Value) = Q
 
            [COLOR="Navy"]End[/COLOR] If
    [COLOR="Navy"]Next[/COLOR] Dn
 [COLOR="Navy"]Next[/COLOR] Ac
c = 1
ReDim Ray(1 To (Rng1.Count + Rng2.Count) * 2, 1 To 4)
Ray(1, 2) = "Date": Ray(1, 3) = "Description": Ray(1, 4) = "Amount"
[COLOR="Navy"]For[/COLOR] [COLOR="Navy"]Each[/COLOR] k [COLOR="Navy"]In[/COLOR] Dic.Keys
           c = c + 1
           Ray(c, 1) = k
        [COLOR="Navy"]For[/COLOR] [COLOR="Navy"]Each[/COLOR] p [COLOR="Navy"]In[/COLOR] Dic(k).Keys
                c = c + 1
                Ray(c, 2) = p
            [COLOR="Navy"]For[/COLOR] [COLOR="Navy"]Each[/COLOR] G [COLOR="Navy"]In[/COLOR] Dic(k)(p).Keys
                [COLOR="Navy"]For[/COLOR] R = 1 To Dic(k)(p).Item(G)(1)
                    c = c + 1
                    Dt = DateSerial("2017", Dic(k)(p).Item(G)(0)(R, 1), Dic(k)(p).Item(G)(0)(R, 2))
                    Ray(c, 2) = Format(Dt, "DD_mmm")
                    Ray(c, 3) = G
                    Ray(c, 4) = Dic(k)(p).Item(G)(0)(R, 3)
                [COLOR="Navy"]Next[/COLOR] R
            [COLOR="Navy"]Next[/COLOR] G
        [COLOR="Navy"]Next[/COLOR] p
[COLOR="Navy"]Next[/COLOR] k
[COLOR="Navy"]With[/COLOR] Sheets("Category Summary").Range("A1").Resize(c, 4)
    .Value = Ray
    .Borders.Weight = 2
    .Columns.AutoFit
[COLOR="Navy"]End[/COLOR] With
[COLOR="Navy"]End[/COLOR] [COLOR="Navy"]Sub[/COLOR]
Regards Mick
 
Upvote 0
Hi Mick,

I noticed where the original problem is. I'm still relatively new to VBA. If I want the original table that you posted on sheets "Month 1 Summary" and "Month 2 Summary" to begin on cell E5, what has to change?
 
Upvote 0
Try changing the lines below to reflect a starting point of "E5"
Code: 
[COLOR=#000080]With[/COLOR] Sheets("Month 1 Summary")
    [COLOR=navy]Set[/COLOR] Rng1 = .Range[B][COLOR=#FF0000]("E5", [/COLOR][/B].Range("E" & Rows.Count).End(xlUp))
[COLOR=navy]End[/COLOR] With
[COLOR=navy]With[/COLOR] Sheets("Month 2 Summary")
    [COLOR=navy]Set[/COLOR] Rng2 = .Range[B][COLOR=#FF0000]("E5", [/COLOR][/B].Range("E" & Rows.Count).End(xlUp))
[COLOR=navy]End[/COLOR] With
 
Upvote 0
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