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On the Test2 sheet make the following modification to the formula in K5 and down:
Formula:
=IFERROR(INDEX(C:C,MATCH(J5,A:A,0)),IF(LEFT(K4,6)="Client","",IFERROR(INDEX(B:B,MATCH(J5+2,A:A,0)),"")))
Let me know if you have any questions.
On the Test2 sheet make the following modification to the formula in K5 and down:
Formula:=IFERROR(INDEX(C:C,MATCH(J5,A:A,0)),IF(LEFT(K4,6)="Client","",IFERROR(INDEX(B:B,MATCH(J5+2,A:A,0)),"")))
Let me know if you have any questions.
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