Hi!

I'm working on a formula to funamentally generate a live report based on data in a 'master' spreadsheet.
I have a formula at the moment that works for one set of criteria, but I cannot figure out how to include another.

Untitled.png
This is the report as it stands, the red is blanking out confidential data, apologies.

The current report is bringing forward all records that have the status "Pre-Approvals" in the master spreadsheet, hence why the ID (#) field does not go up in order, it's showing all the ID lines for Pre-Approvals, using the following array formula (in cell B3):
=SMALL(IF([Test_book.xlsx]Sheet1!$E$3:$E$341="Pre-Approvals",ROW([Test_book.xlsx]Sheet1!$E$3:$E$341)),ROW(1:1))-2
This grabs the ID of the Pre-Approval lines, and then the rest of the cells are populated using a VLOOKUP (array) entered into cell C3 but it applies to the rest of the row:

=VLOOKUP(B3,[Test_book.xlsx]Sheet1!$B$2:$AV$496,{2,3,4,5,6,7},FALSE)

This works, as you can see in the screenshot - however, I need to also bring records into the report if they're "In-Approvals". I have tried so many different methods but cannot find a way to make this work!

One formula I tried:
=SMALL(IF([Test_book.xlsx]Sheet1!$E$3:$E$341="Pre-Approvals",ROW([Test_book.xlsx]Sheet1!$E$3:$E$341),IF([Test_book.xlsx]Sheet1!$E$3:$E$341="In-Approvals",ROW([Test_book.xlsx]Sheet1!$E$3:$E$341),)),ROW(1:1))-2
Another I tried was an =IF(OR( but I forgot the exact code I tried - it did not work though.


I am aware that I could filter the master sheet and copy/paste the values but I need it to update live, i.e. if the status changes (in the master sheet) from In-Approval to the next stage, it should automatically be removed from the tracker, same with the records being added.


In simple terms, I want the logic of:
IF(Status="Pre-Approvals" OR "In-Approvals" THEN add to tracker)
I am doing currently:
IF(Status (in master) = "Pre-Approvals" THEN copy ID (into tracker))   [and then do a VLOOKUP on the IDs that are brought back]


Any help on this would be greatly appreciated!

Many thanks