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  1. J

    Return all records from a transaction where one record meets criteria - no VBA

    That is exactly what I was looking for! Thank you, Haseeb!
  2. J

    Return all records from a transaction where one record meets criteria - no VBA

    Sample file attached. I shortened ti to 250 rows of data and included a tab for Desired Output and an Actual Output tab that shows the results of my formula. Thank you, Jacob
  3. J

    Return all records from a transaction where one record meets criteria - no VBA

    I've create a unique list of loan numbers that have a status of declined and named the range "DeclinedList". I then converted my data to a table. Next, I entered the following formula into cell M2, as an array: {=INDEX(LoanData,SMALL(--ISNA(LoanData[Loan...
  4. J

    Return all records from a transaction where one record meets criteria - no VBA

    Hi Hui, Thanks for the reply! I feel like this is getting me the same results as this: {=IFERROR(INDEX(LoanNum_List,MATCH(0,COUNTIF('Sheet2'!$B$2:B2,LoanNum_List)+IF(TrxStatus<>"DECLINED",1,0),0)),"")} which I have already tried, it creates the list for me of just the records with a status...
  5. J

    Return all records from a transaction where one record meets criteria - no VBA

    Good Morning All, I have a worksheet listing appraisal records for loan transactions. A single loan number may have multiple appraisal transaction records. What I've been asked to do is, if an appraisal transaction was declined for a loan (Status Column), list all of the records for that loan...
  6. J

    Sum current balance of loan type based on list of product codes

    Awesome! Thank you both for all your help.
  7. J

    Sum current balance of loan type based on list of product codes

    Haseeb, Could I also use =SUMPRODUCT(IF(A:A,Real_Estate,B:B)) or is the SUMIF() necessary? Thanks for your help.
  8. J

    Sum current balance of loan type based on list of product codes

    Thanks, Luke! I was missing the ISNUMBER() piece.
  9. J

    Sum current balance of loan type based on list of product codes

    Hello All, I know it can be done in a Pivot table but, I am trying to see if there is a way to sum the current balance for the loan type based on product codes without having to enter 17 criteria into a SUMIFS() or SUMPRODUCT()formula. In Column A I have the product code for the loan, in...
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