How do I pull a date from a separate worksheet using the IF functi

Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to be
column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
http://www.officearticles.com/excel/...soft_excel.htm

And here's a "tutorial" on vlookup:
http://www.officearticles.com/tutori...soft_excel.htm
*******************
~Anne Troy

www.OfficeArticles.com


"Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
> I'm working on a budget system using Excel 2003. I have one page set up
as a
> monthly summary, and another set up as a transaction list. I want to view
> the date I paid a particular bill on the Monthly Summary worksheet, taking
> that data from the Transaction List. I'm using a 2 digit numerical system
to
> classify different bill categories. Example:
>
> Date Code Desc. Price
> 14-Jun-04 10 Electricity 300.00
>
> I tried an IF function to bring the date across where the first part was
> "B:B=10", the second part was "A:A" and the third part was left blank. I
> couldn't get it to work....am I approaching this incorrectly? Here's what
> I'm looking for: when I enter a payment for a specific bill in my
> Transaction List worksheet, is there a way to bring the date of that
> transaction across to a column in my Monthly Summary worksheet to indicate
> (1) that I paid the bill and (2) when I sent the check? Thanks in
advance.
> As I'm sure you can tell, I've next to no experience with spreadsheets in
> general and Excel in particular, and this has been quite and adventure.

Hi!

Here's something that you may not have thought about. You said you have 2
sheets, a Summary and one for transactions. If you're paying electric bills
wisdom tells me you're getting a bill and making a payment every month. So,
there will be more than 1 entry in the transaction list for electric bills.
Which one do you want?

Biff

"Anne Troy" <ng@officearticles.com> wrote in message
news:OYAAcKKlFHA.2444@tk2msftngp13.phx.gbl...
> Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to
> be
> column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
> http://www.officearticles.com/excel/...soft_excel.htm
>
> And here's a "tutorial" on vlookup:
> http://www.officearticles.com/tutori...soft_excel.htm
> *******************
> ~Anne Troy
>
> www.OfficeArticles.com
>
>
> "Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
> news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
>> I'm working on a budget system using Excel 2003. I have one page set up
> as a
>> monthly summary, and another set up as a transaction list. I want to
>> view
>> the date I paid a particular bill on the Monthly Summary worksheet,
>> taking
>> that data from the Transaction List. I'm using a 2 digit numerical
>> system
> to
>> classify different bill categories. Example:
>>
>> Date Code Desc. Price
>> 14-Jun-04 10 Electricity 300.00
>>
>> I tried an IF function to bring the date across where the first part was
>> "B:B=10", the second part was "A:A" and the third part was left blank. I
>> couldn't get it to work....am I approaching this incorrectly? Here's
>> what
>> I'm looking for: when I enter a payment for a specific bill in my
>> Transaction List worksheet, is there a way to bring the date of that
>> transaction across to a column in my Monthly Summary worksheet to
>> indicate
>> (1) that I paid the bill and (2) when I sent the check? Thanks in
> advance.
>> As I'm sure you can tell, I've next to no experience with spreadsheets in
>> general and Excel in particular, and this has been quite and adventure.
>
>

Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to be
column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
http://www.officearticles.com/excel/...soft_excel.htm

And here's a "tutorial" on vlookup:
http://www.officearticles.com/tutori...soft_excel.htm
*******************
~Anne Troy

www.OfficeArticles.com


"Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
> I'm working on a budget system using Excel 2003. I have one page set up
as a
> monthly summary, and another set up as a transaction list. I want to view
> the date I paid a particular bill on the Monthly Summary worksheet, taking
> that data from the Transaction List. I'm using a 2 digit numerical system
to
> classify different bill categories. Example:
>
> Date Code Desc. Price
> 14-Jun-04 10 Electricity 300.00
>
> I tried an IF function to bring the date across where the first part was
> "B:B=10", the second part was "A:A" and the third part was left blank. I
> couldn't get it to work....am I approaching this incorrectly? Here's what
> I'm looking for: when I enter a payment for a specific bill in my
> Transaction List worksheet, is there a way to bring the date of that
> transaction across to a column in my Monthly Summary worksheet to indicate
> (1) that I paid the bill and (2) when I sent the check? Thanks in
advance.
> As I'm sure you can tell, I've next to no experience with spreadsheets in
> general and Excel in particular, and this has been quite and adventure.

Hi!

Here's something that you may not have thought about. You said you have 2
sheets, a Summary and one for transactions. If you're paying electric bills
wisdom tells me you're getting a bill and making a payment every month. So,
there will be more than 1 entry in the transaction list for electric bills.
Which one do you want?

Biff

"Anne Troy" <ng@officearticles.com> wrote in message
news:OYAAcKKlFHA.2444@tk2msftngp13.phx.gbl...
> Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to
> be
> column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
> http://www.officearticles.com/excel/...soft_excel.htm
>
> And here's a "tutorial" on vlookup:
> http://www.officearticles.com/tutori...soft_excel.htm
> *******************
> ~Anne Troy
>
> www.OfficeArticles.com
>
>
> "Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
> news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
>> I'm working on a budget system using Excel 2003. I have one page set up
> as a
>> monthly summary, and another set up as a transaction list. I want to
>> view
>> the date I paid a particular bill on the Monthly Summary worksheet,
>> taking
>> that data from the Transaction List. I'm using a 2 digit numerical
>> system
> to
>> classify different bill categories. Example:
>>
>> Date Code Desc. Price
>> 14-Jun-04 10 Electricity 300.00
>>
>> I tried an IF function to bring the date across where the first part was
>> "B:B=10", the second part was "A:A" and the third part was left blank. I
>> couldn't get it to work....am I approaching this incorrectly? Here's
>> what
>> I'm looking for: when I enter a payment for a specific bill in my
>> Transaction List worksheet, is there a way to bring the date of that
>> transaction across to a column in my Monthly Summary worksheet to
>> indicate
>> (1) that I paid the bill and (2) when I sent the check? Thanks in
> advance.
>> As I'm sure you can tell, I've next to no experience with spreadsheets in
>> general and Excel in particular, and this has been quite and adventure.
>
>

Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to be
column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
http://www.officearticles.com/excel/...soft_excel.htm

And here's a "tutorial" on vlookup:
http://www.officearticles.com/tutori...soft_excel.htm
*******************
~Anne Troy

www.OfficeArticles.com


"Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
> I'm working on a budget system using Excel 2003. I have one page set up
as a
> monthly summary, and another set up as a transaction list. I want to view
> the date I paid a particular bill on the Monthly Summary worksheet, taking
> that data from the Transaction List. I'm using a 2 digit numerical system
to
> classify different bill categories. Example:
>
> Date Code Desc. Price
> 14-Jun-04 10 Electricity 300.00
>
> I tried an IF function to bring the date across where the first part was
> "B:B=10", the second part was "A:A" and the third part was left blank. I
> couldn't get it to work....am I approaching this incorrectly? Here's what
> I'm looking for: when I enter a payment for a specific bill in my
> Transaction List worksheet, is there a way to bring the date of that
> transaction across to a column in my Monthly Summary worksheet to indicate
> (1) that I paid the bill and (2) when I sent the check? Thanks in
advance.
> As I'm sure you can tell, I've next to no experience with spreadsheets in
> general and Excel in particular, and this has been quite and adventure.

Hi!

Here's something that you may not have thought about. You said you have 2
sheets, a Summary and one for transactions. If you're paying electric bills
wisdom tells me you're getting a bill and making a payment every month. So,
there will be more than 1 entry in the transaction list for electric bills.
Which one do you want?

Biff

"Anne Troy" <ng@officearticles.com> wrote in message
news:OYAAcKKlFHA.2444@tk2msftngp13.phx.gbl...
> Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to
> be
> column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
> http://www.officearticles.com/excel/...soft_excel.htm
>
> And here's a "tutorial" on vlookup:
> http://www.officearticles.com/tutori...soft_excel.htm
> *******************
> ~Anne Troy
>
> www.OfficeArticles.com
>
>
> "Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
> news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
>> I'm working on a budget system using Excel 2003. I have one page set up
> as a
>> monthly summary, and another set up as a transaction list. I want to
>> view
>> the date I paid a particular bill on the Monthly Summary worksheet,
>> taking
>> that data from the Transaction List. I'm using a 2 digit numerical
>> system
> to
>> classify different bill categories. Example:
>>
>> Date Code Desc. Price
>> 14-Jun-04 10 Electricity 300.00
>>
>> I tried an IF function to bring the date across where the first part was
>> "B:B=10", the second part was "A:A" and the third part was left blank. I
>> couldn't get it to work....am I approaching this incorrectly? Here's
>> what
>> I'm looking for: when I enter a payment for a specific bill in my
>> Transaction List worksheet, is there a way to bring the date of that
>> transaction across to a column in my Monthly Summary worksheet to
>> indicate
>> (1) that I paid the bill and (2) when I sent the check? Thanks in
> advance.
>> As I'm sure you can tell, I've next to no experience with spreadsheets in
>> general and Excel in particular, and this has been quite and adventure.
>
>

Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to be
column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
http://www.officearticles.com/excel/...soft_excel.htm

And here's a "tutorial" on vlookup:
http://www.officearticles.com/tutori...soft_excel.htm
*******************
~Anne Troy

www.OfficeArticles.com


"Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
> I'm working on a budget system using Excel 2003. I have one page set up
as a
> monthly summary, and another set up as a transaction list. I want to view
> the date I paid a particular bill on the Monthly Summary worksheet, taking
> that data from the Transaction List. I'm using a 2 digit numerical system
to
> classify different bill categories. Example:
>
> Date Code Desc. Price
> 14-Jun-04 10 Electricity 300.00
>
> I tried an IF function to bring the date across where the first part was
> "B:B=10", the second part was "A:A" and the third part was left blank. I
> couldn't get it to work....am I approaching this incorrectly? Here's what
> I'm looking for: when I enter a payment for a specific bill in my
> Transaction List worksheet, is there a way to bring the date of that
> transaction across to a column in my Monthly Summary worksheet to indicate
> (1) that I paid the bill and (2) when I sent the check? Thanks in
advance.
> As I'm sure you can tell, I've next to no experience with spreadsheets in
> general and Excel in particular, and this has been quite and adventure.

Hi!

Here's something that you may not have thought about. You said you have 2
sheets, a Summary and one for transactions. If you're paying electric bills
wisdom tells me you're getting a bill and making a payment every month. So,
there will be more than 1 entry in the transaction list for electric bills.
Which one do you want?

Biff

"Anne Troy" <ng@officearticles.com> wrote in message
news:OYAAcKKlFHA.2444@tk2msftngp13.phx.gbl...
> Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to
> be
> column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
> http://www.officearticles.com/excel/...soft_excel.htm
>
> And here's a "tutorial" on vlookup:
> http://www.officearticles.com/tutori...soft_excel.htm
> *******************
> ~Anne Troy
>
> www.OfficeArticles.com
>
>
> "Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
> news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
>> I'm working on a budget system using Excel 2003. I have one page set up
> as a
>> monthly summary, and another set up as a transaction list. I want to
>> view
>> the date I paid a particular bill on the Monthly Summary worksheet,
>> taking
>> that data from the Transaction List. I'm using a 2 digit numerical
>> system
> to
>> classify different bill categories. Example:
>>
>> Date Code Desc. Price
>> 14-Jun-04 10 Electricity 300.00
>>
>> I tried an IF function to bring the date across where the first part was
>> "B:B=10", the second part was "A:A" and the third part was left blank. I
>> couldn't get it to work....am I approaching this incorrectly? Here's
>> what
>> I'm looking for: when I enter a payment for a specific bill in my
>> Transaction List worksheet, is there a way to bring the date of that
>> transaction across to a column in my Monthly Summary worksheet to
>> indicate
>> (1) that I paid the bill and (2) when I sent the check? Thanks in
> advance.
>> As I'm sure you can tell, I've next to no experience with spreadsheets in
>> general and Excel in particular, and this has been quite and adventure.
>
>

I'm working on a budget system using Excel 2003. I have one page set up as a
monthly summary, and another set up as a transaction list. I want to view
the date I paid a particular bill on the Monthly Summary worksheet, taking
that data from the Transaction List. I'm using a 2 digit numerical system to
classify different bill categories. Example:

Date Code Desc. Price
14-Jun-04 10 Electricity 300.00

I tried an IF function to bring the date across where the first part was
"B:B=10", the second part was "A:A" and the third part was left blank. I
couldn't get it to work....am I approaching this incorrectly? Here's what
I'm looking for: when I enter a payment for a specific bill in my
Transaction List worksheet, is there a way to bring the date of that
transaction across to a column in my Monthly Summary worksheet to indicate
(1) that I paid the bill and (2) when I sent the check? Thanks in advance.
As I'm sure you can tell, I've next to no experience with spreadsheets in
general and Excel in particular, and this has been quite and adventure.

Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to be
column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
http://www.officearticles.com/excel/...soft_excel.htm

And here's a "tutorial" on vlookup:
http://www.officearticles.com/tutori...soft_excel.htm
*******************
~Anne Troy

www.OfficeArticles.com


"Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
> I'm working on a budget system using Excel 2003. I have one page set up
as a
> monthly summary, and another set up as a transaction list. I want to view
> the date I paid a particular bill on the Monthly Summary worksheet, taking
> that data from the Transaction List. I'm using a 2 digit numerical system
to
> classify different bill categories. Example:
>
> Date Code Desc. Price
> 14-Jun-04 10 Electricity 300.00
>
> I tried an IF function to bring the date across where the first part was
> "B:B=10", the second part was "A:A" and the third part was left blank. I
> couldn't get it to work....am I approaching this incorrectly? Here's what
> I'm looking for: when I enter a payment for a specific bill in my
> Transaction List worksheet, is there a way to bring the date of that
> transaction across to a column in my Monthly Summary worksheet to indicate
> (1) that I paid the bill and (2) when I sent the check? Thanks in
advance.
> As I'm sure you can tell, I've next to no experience with spreadsheets in
> general and Excel in particular, and this has been quite and adventure.

Hi!

Here's something that you may not have thought about. You said you have 2
sheets, a Summary and one for transactions. If you're paying electric bills
wisdom tells me you're getting a bill and making a payment every month. So,
there will be more than 1 entry in the transaction list for electric bills.
Which one do you want?

Biff

"Anne Troy" <ng@officearticles.com> wrote in message
news:OYAAcKKlFHA.2444@tk2msftngp13.phx.gbl...
> Hi, Jerrod. You'll need INDEX and MATCH. If you move your Code column to
> be
> column A instead, then you can use VLOOKUP, which is (IMHO) much easier.
> http://www.officearticles.com/excel/...soft_excel.htm
>
> And here's a "tutorial" on vlookup:
> http://www.officearticles.com/tutori...soft_excel.htm
> *******************
> ~Anne Troy
>
> www.OfficeArticles.com
>
>
> "Jerrod Mason" <Jerrod Mason@discussions.microsoft.com> wrote in message
> news:2A8807F4-2369-43B5-8582-21104A6BE55E@microsoft.com...
>> I'm working on a budget system using Excel 2003. I have one page set up
> as a
>> monthly summary, and another set up as a transaction list. I want to
>> view
>> the date I paid a particular bill on the Monthly Summary worksheet,
>> taking
>> that data from the Transaction List. I'm using a 2 digit numerical
>> system
> to
>> classify different bill categories. Example:
>>
>> Date Code Desc. Price
>> 14-Jun-04 10 Electricity 300.00
>>
>> I tried an IF function to bring the date across where the first part was
>> "B:B=10", the second part was "A:A" and the third part was left blank. I
>> couldn't get it to work....am I approaching this incorrectly? Here's
>> what
>> I'm looking for: when I enter a payment for a specific bill in my
>> Transaction List worksheet, is there a way to bring the date of that
>> transaction across to a column in my Monthly Summary worksheet to
>> indicate
>> (1) that I paid the bill and (2) when I sent the check? Thanks in
> advance.
>> As I'm sure you can tell, I've next to no experience with spreadsheets in
>> general and Excel in particular, and this has been quite and adventure.
>
>