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Hi ! I have a table of several rows and columns. I want to extract the
values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#2
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Take a look at Data Filter Autofilter..........you should be able to
filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#3
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Mr Dios,
Many thanks. Sorry for the delay in acknowledging your help. I was busy learning the finer points of autofilter and advanced filter. I am yet to solve my problem. If I still find it difficult to solve, I shall come back to you. Hope you wouldn'g mind. Thanks again Balan "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#4
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I tried to sort data using autofilter and advanced filter. Both were not
helpful. My data has the following columns: Date Name Transaction Qty The transaction could be "Purchase" or "Sale". Under same names different types of transactions could be there on different dates. I want the "Qty" data for the latest date in respect of "Purchase" made by each per son ( "names"). The latest date is different for different names. However. When I used advanced filter I am not able to get the required data. In the criteria range for advanced filter under the Date column I used =Max() function to filter the latest date for each name. But I am getting the latest date for the entire range put together (i.e., the max date of all entries in Date column), instead of the max date for each name under "Purchase". I tried Index and Match functions also; But I am not able to frame the formula to suit my requirement using these two functions. Can you pl help ? Thanks in advance "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#5
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Use Autofilter.....choose "Purchase" in that column, and choose the most
recent date from the date column dropdown. It will return the row(s) IAW those conditions. Vaya con Dios, Chuck, CABGx3 "Balan" wrote: I tried to sort data using autofilter and advanced filter. Both were not helpful. My data has the following columns: Date Name Transaction Qty The transaction could be "Purchase" or "Sale". Under same names different types of transactions could be there on different dates. I want the "Qty" data for the latest date in respect of "Purchase" made by each per son ( "names"). The latest date is different for different names. However. When I used advanced filter I am not able to get the required data. In the criteria range for advanced filter under the Date column I used =Max() function to filter the latest date for each name. But I am getting the latest date for the entire range put together (i.e., the max date of all entries in Date column), instead of the max date for each name under "Purchase". I tried Index and Match functions also; But I am not able to frame the formula to suit my requirement using these two functions. Can you pl help ? Thanks in advance "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#6
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It is not working. When I choose the max date, it is displaying the records
for that date only. I want the max date for each name to be displayed. "CLR" wrote: Use Autofilter.....choose "Purchase" in that column, and choose the most recent date from the date column dropdown. It will return the row(s) IAW those conditions. Vaya con Dios, Chuck, CABGx3 "Balan" wrote: I tried to sort data using autofilter and advanced filter. Both were not helpful. My data has the following columns: Date Name Transaction Qty The transaction could be "Purchase" or "Sale". Under same names different types of transactions could be there on different dates. I want the "Qty" data for the latest date in respect of "Purchase" made by each per son ( "names"). The latest date is different for different names. However. When I used advanced filter I am not able to get the required data. In the criteria range for advanced filter under the Date column I used =Max() function to filter the latest date for each name. But I am getting the latest date for the entire range put together (i.e., the max date of all entries in Date column), instead of the max date for each name under "Purchase". I tried Index and Match functions also; But I am not able to frame the formula to suit my requirement using these two functions. Can you pl help ? Thanks in advance "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#7
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Create a list of all names, you can do that by using the advanced filter and
selecting just the column with names (include the header), then copy it to another location and selecting unique records only. Assume you copy it to H1, that means that the unique names starts in H2, in I2 (or the adjacent cell to the right of where you put the name list) put this formula and copy down =INDEX($D$2:$D$500,MATCH(1,($A$2:$A$500=MAX(IF(($B $2:$B$500=$H2)*($C$2:$C$500="Purchase"),$A$2:$A$50 0)))*($B$2:$B$500=$H2)*($C$2:$C$500="Purchase"),0) ) entered with ctrl + shift & enter copy down along the unique names as long as needed where D2:D500 are the unit values, C2:C500 are the transactions, B2:B500 are the names and A2:A500 the dates the above formula will extract the unit values for each name in the unique name list created (in my example in column H) -- Regards, Peo Sjoblom "Balan" wrote in message ... It is not working. When I choose the max date, it is displaying the records for that date only. I want the max date for each name to be displayed. "CLR" wrote: Use Autofilter.....choose "Purchase" in that column, and choose the most recent date from the date column dropdown. It will return the row(s) IAW those conditions. Vaya con Dios, Chuck, CABGx3 "Balan" wrote: I tried to sort data using autofilter and advanced filter. Both were not helpful. My data has the following columns: Date Name Transaction Qty The transaction could be "Purchase" or "Sale". Under same names different types of transactions could be there on different dates. I want the "Qty" data for the latest date in respect of "Purchase" made by each per son ( "names"). The latest date is different for different names. However. When I used advanced filter I am not able to get the required data. In the criteria range for advanced filter under the Date column I used =Max() function to filter the latest date for each name. But I am getting the latest date for the entire range put together (i.e., the max date of all entries in Date column), instead of the max date for each name under "Purchase". I tried Index and Match functions also; But I am not able to frame the formula to suit my requirement using these two functions. Can you pl help ? Thanks in advance "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#8
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I couldn't solve the problem. Let me restate it:
I tried to sort data using autofilter and advanced filter. Both were not helpful. My data has the following columns: Date Name Transaction Qty The transaction could be "Purchase" or "Sale". Under same names different types of transactions could be there on different dates. I want the "Qty" data for the latest date in respect of "Purchase" made by each per son ( "names"). The latest date is different for different names. However. When I used advanced filter I am not able to get the required data. In the criteria range for advanced filter under the Date column I used =Max() function to filter the latest date for each name. But I am getting the latest date for the entire range put together (i.e., the max date of all entries in Date column), instead of the max date for each name under "Purchase". I tried Index and Match functions also; But I am not able to frame the formula to suit my requirement using these two functions. Can anyone help ? Thanks in advance "CLR" wrote: Take a look at Data Filter Autofilter..........you should be able to filter to any specs you have and then copy and paste the resulting data......... Vaya con Dios, Chuck, CABGx3 "Balan" wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? |
#9
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There's a sample file here that may help you:
http://www.contextures.com/excelfiles.html Under Filters, look for 'FL0019 - Filter Latest Date for Customer' It uses an advanced filter to extract the latest Sale record for the selected customer. In the criteria range, the formula for MaxDate checks each record for the latest date. Balan wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
#10
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Many Thanks. It was a useful site with lot of sample files. However, I have
not succeeded so far in solving my problem. the macro is working when used with each name separately. But how to get the result for all names at a time is my problem. Further, I do not know why, the same formula used in the macro for max date is not working when I use under Advanced filter. I entered it in the criteria range as an array formula and tried. Some times I am only getting the headings in the results area. Without the formula some results are being extracted , but that was not sufficient to meet my requirement of getting the latest transaction for each name. "Debra Dalgleish" wrote: There's a sample file here that may help you: http://www.contextures.com/excelfiles.html Under Filters, look for 'FL0019 - Filter Latest Date for Customer' It uses an advanced filter to extract the latest Sale record for the selected customer. In the criteria range, the formula for MaxDate checks each record for the latest date. Balan wrote: Hi ! I have a table of several rows and columns. I want to extract the values of select rows fully. The rows I want to select based on 3 different criteria. For example, the array is a4:m50. Column A has dates.Column B has names of the customers. Column C lists whether the transaction is "Purchase" or "Sale". Column D has the unit value. I want to extract the entire row values for "Sale" transactions by say customer X in column B on one of the latest dates i.e, if the customer has sold material on more than one day, I want the data relating to latest date. Through a formula I want to extract data in respect of more than one customer. Is this possible ? Can any one of you help ? -- Debra Dalgleish Contextures http://www.contextures.com/tiptech.html |
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