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madhuap

New Member
Hello,


I have a consolidated details of customer A & B like invoice numbers, dates, amounts for different month in sheet 1. I need a formula that updates customer A & B with individual invoice details in separate tabs. I know we can use pivot and splitting it by customers. But do we have any other option?


Thanks

Madhu
 
not sure if i completely understand what you're trying to do, but any of the lookup fucntions (vlookup, lookup, match & index) may help.


can you provide a more detailed example? or even upload a sampel file?
 
Hello Jason,


Thank you for attempt!


Lets say, the file contains three tabs. ABC (Customer 1), SMK (Customer 2), and Invoice Register (data update sheet).


Invoice register tab contains below details -


Invoice Date Invoice # Description Service Amount Exp Reimb Amount

10/1/2012 ABC1001 Services Charges $4,000.00 $-

11/1/2012 ABC1105 Services Charges $5,000.00 $-

4/1/2013 ABC1217 Services Charges $2,000.00 $-

8/10/2012 SMK0028 Services Charges $8,500.00 $-

9/10/2012 SMK0428 Services Charges $7,000.00 $-

9/10/2012 SMK0547 Expense Reimbursements $- $500.00

9/10/2012 ABC1341 Expense Reimbursements $- $900.00


Few other points -


* dates are in MM/DD/YYYY format

* $- means zero values

* There are two amounts (one is for services and the other for exp reimbursement)


I need to split the above data based on the invoice # type (i.e. ABC & SMK) to different sheets.


I want to put a formula in tab (sheet) ABC and SMK that extract data from Invoice register in such a way that ABC invoice and other details should go to ABC tab. In the same way, SMK details to SMK tab.


I searched for file upload option, but didn't see near post/tags!. Please let me know if you need additional details.


Thanks

madhu
 
Hi, !


First of all welcome to Chandoo's website Excel forums. Thank you for your joining us and glad to have you here.


As a starting point I'd recommend you to read the green sticky topics at this forums main page. There you'll find general guidelines about how this site and community operates (introducing yourself, posting files, netiquette rules, and so on).


Among them you're prompted to perform searches within this site before posting, because maybe your question had been answered yet.


Feel free to play with different keywords so as to be led thru a wide variety of articles and posts, and if you don't find anything that solves your problem or guides you towards a solution, you'll always be welcome back here. Tell us what you've done, consider uploading a sample file as recommended, and somebody surely will read your post and help you.


And about your question...


If you haven't performed yet the search herein, try going to the topmost right zone of this page (Custom Search), type the keywords used in Tags field when creating the topic or other proper words and press Search button. You'd retrieve many links from this website, like the following one(s) -if any posted below-, maybe you find useful information and even the solution. If not please advise so as people who read it could get back to you as soon as possible.


About uploading instructions check this, the 3rd green sticky post:

http://chandoo.org/forums/topic/posting-a-sample-workbook


Regards!
 
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