The attached uses PowerQuery (Get & Transform) to copy the table with the columns in the right order. I have then added two slicers to allow you to filter the data.
In A18 and ENTER:
=CHOOSECOLS(FILTER('Daily Transaction'!A2:G301,('Daily Transaction'!C2:C301=C4)*('Daily Transaction'!G2:G301=F4)),1,7,2,3,4,5,6)
Will work in Excel 2024 or 365.
If you have 365, in K5 followed by ENTER:
=DROP(REDUCE("",J5:J8,LAMBDA(x,y,VSTACK(x,BYCOL(K4:W4,LAMBDA(c,COUNT(FILTER(E5:E130,(F5:F130=y)*(ISOWEEKNUM(E5:E130)=--SUBSTITUTE(c,"W",""))))))))),1)
OK - the monthly calendar is not designed to show items from the daily list, but that can be done. However, I need to know your Excel version.
I can also explain to you how to set up the conditional formatting, but I am not going to do it fo you for all 14 colours.
How does this sound?
What do you mean about the note not appearing on the calendar?
Colour-wise, you haven't set up the conditional formatting for the colours, so that's no surprise.
On the Daily workseet, unhide hidden columns and change the lookup grid to this:
AliGW on MS365 Beta Channel (Windows 11) 64 bit
N
O
P
5
Important
i
1
6
Anniversary
¦
2
7
Holiday
=
3
8
Vacation
=
4
9
Birthday
=
5
10
0
6
Sheet: Daily
Then update...
No, sorry - if you specifically did not want the LAMBDA function to be used, you should have said so at the start.
I don't see why it should be an issue when ONLY the ranges in the first line will ever need changing:
=LET(t,TEXTJOIN(" ",,J3:J5&I3:I5),c,C3:C32,de,D3:D32&E3:E32...
Here is a 365 solution:
=LET(t,TEXTJOIN(" ",,J3:J5&I3:I5),c,C3:C32,de,D3:D32&E3:E32,
f,FILTER(c,ISNUMBER(FIND(de,t))),
SORT(UNIQUE(FILTER(f,BYROW(f,LAMBDA(r,SUMPRODUCT((f=r)*1)=3))))))
I'd hardly call it 'pushing the boundaries'! It's nothing compared to what some people on other forums are doing with it, @Peter Bartholomew, but I am enjoying developing my use of it at my own pace. Thanks for the link.