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Copying records from a date interval from one worksheet to another
I have one worksheet where I keep a running record of all my expenses
transactions for the year. My other worksheet is an expense form. I prepare the expense form irregularly, so I want to find a way to list a start and end date for an expense period on the expense form and have all the records in that date range copied from the first worksheet to the second. Any suggestions on a simple and/or efficient way to accomplish this? The original worksheet is already arranged with the column headers Date, Vendor, Amount, etc. and I need the entire records copied into the second file (as opposed to just the amounts, which I had previously been doing using a sumproduct) |
#2
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Copying records from a date interval from one worksheet to another
Ricky,
In the spreadsheet containing all the records, I would use the feature "Autofilter" that you can find in the menu Data Filter Autofilter. First select your range of records, with the first row being a header row, then click on the menu Data Filter Autofilter. Some small down arrows appear on the right of each cell of your first row. Click on the down arrow of the cell containing the dates of the transactions, then select Custom. Enter the beginning date and end date with the proper comparison, and click OK. Now, you should only see the rows matching your selection criteria. Select the whole set of rows (without the header row), and copy paste it to your second document. Excel will only copy the visible rows. To see again all records, select "All" with the down arrow, or menu Data Filter Show All. Stephane |
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