Hey guys.
I've been working in Excel for along time, but I've never had to do something like this before. I have a worksheet containing a list of transactions. Columns include Date, Investor, Amount, and Type. Let's call this the "Transactions" worksheet. Then, I have a worksheet to show summary information for each investor. Let's call this the "Summary" worksheet. There is a third worksheet for investor personal information called "Profiles".
I have a dropdown box on the Summary page to select which investor you want to see summary information for. I can easily generate totals and such, but I was also hoping to dynamically generate a list of transactions. In other words, go through the Transactions page and grab all the rows that match the investor name (or some other key perhaps). Then, take those and display them all on the Summary page. It's basically a filter, but dynamically producing the table on another worksheet.
Does that make sense? I'm going out of my mind trying to do this!
Jumper
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