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Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

  1. #1
    A Romeo Jr
    Guest

    Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    I have a workbook in which one sheet contains various columns of data that
    are being pulled in from other sheets using the INDEX / MATCH function. One
    column includes a list of identifiers for particular companies and the other
    columns pull in data for the identifier in that particular row. The data
    includes the names of various companies and different financial statistics
    for each company. When I use AutoFilter to sort a particular column, it
    correctly sorts the first row (i.e., the appropriate company appears at the
    top of the worksheet) but the corresponding data is not correct because the
    INDEX / MATCH function for a particular column is linked the identifier in
    the row where the correctly sorted company used to be. If I'm not explaining
    this well enough, please let me know.

    I guess my question is: does using AutoFilter create problems when you are
    sorting data that is being pulled in from other workeets, or should it not
    make a difference? Several things are quite strange about the situation. 1)
    It worked last week when I tried to sort 2) the columns where I just use a
    MATCH formula work fine. Not quite sure what is happening, so I would greatly
    appreciate any feedback! Also, please let me know if I'm not being specific
    enough. Thank you!

  2. #2
    Max
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    > ... It worked last week

    Hazarding a guess based purely on the above line

    Maybe calc mode is inadvertently set to Manual ?

    Click Tools > Options > Calculation tab
    Ensure "Automatic" is checked > OK
    --
    Max
    Singapore
    http://savefile.com/projects/236895
    xdemechanik
    ---



  3. #3
    A Romeo Jr
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    I just checked and it is set to automatic. Thanks for the suggestion, though!

    "Max" wrote:

    > > ... It worked last week

    >
    > Hazarding a guess based purely on the above line
    >
    > Maybe calc mode is inadvertently set to Manual ?
    >
    > Click Tools > Options > Calculation tab
    > Ensure "Automatic" is checked > OK
    > --
    > Max
    > Singapore
    > http://savefile.com/projects/236895
    > xdemechanik
    > ---
    >
    >
    >


  4. #4
    Max
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    Sorry to hear that wasn't it. I couldn't reproduce the posted behaviour over
    here (light testing). Perhaps you might want to post your INDEX/MATCH
    formula, with some relevant set-up description to allow us a closer look ?
    --
    Max
    Singapore
    http://savefile.com/projects/236895
    xdemechanik
    ---
    "A Romeo Jr" <ARomeoJr@discussions.microsoft.com> wrote in message
    news:3ED8B6D5-AFA2-41C7-A512-0A7204F9F688@microsoft.com...
    > I just checked and it is set to automatic. Thanks for the suggestion,

    though!



  5. #5
    A Romeo Jr
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    =INDEX('Price Targets'!F:F,MATCH(Summary!E4,'Price Targets'!C:C,0)) is the
    formula I am using. I am pulling in the desired data into the summary
    worksheet from the price target worksheet's column F by matching the
    hard-coded identifier in E4 to the same identifier in the price targets
    worksheet in column F. When I sort this column, it correctly sorts the first
    row row by bringing the right identifier to the top but it does not bring up
    the corresponding data. For example, if the identifier in E10 should be at
    the top of the list (in other words, it should move up to row 4) it will go
    there but all of the linked cells will still be linked to the identifer in
    E10.

    "Max" wrote:

    > Sorry to hear that wasn't it. I couldn't reproduce the posted behaviour over
    > here (light testing). Perhaps you might want to post your INDEX/MATCH
    > formula, with some relevant set-up description to allow us a closer look ?
    > --
    > Max
    > Singapore
    > http://savefile.com/projects/236895
    > xdemechanik
    > ---
    > "A Romeo Jr" <ARomeoJr@discussions.microsoft.com> wrote in message
    > news:3ED8B6D5-AFA2-41C7-A512-0A7204F9F688@microsoft.com...
    > > I just checked and it is set to automatic. Thanks for the suggestion,

    > though!
    >
    >
    >


  6. #6
    Max
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    Is this set-up what you have over there?

    http://cjoint.com/?bEomeuvNn5
    ARomeoJr_wks.xls

    In sheet: Summary,

    In say, F4: =INDEX('Price Targets'!F:F,MATCH(E4,'Price Targets'!C:C,0))
    with F4 copied down

    If so, when you sort the look-up values in E4:E6, the INDEX / MATCH formulas
    in F4:F6 would continue to return correctly from "Price Targets" col F ?

    --
    Max
    Singapore
    http://savefile.com/projects/236895
    xdemechanik
    ---
    "A Romeo Jr" <ARomeoJr@discussions.microsoft.com> wrote in message
    news:D05BBFDA-1C53-4969-B1E3-FDF0E4C37A6C@microsoft.com...
    > =INDEX('Price Targets'!F:F,MATCH(Summary!E4,'Price Targets'!C:C,0)) is the
    > formula I am using. I am pulling in the desired data into the summary
    > worksheet from the price target worksheet's column F by matching the
    > hard-coded identifier in E4 to the same identifier in the price targets
    > worksheet in column F. When I sort this column, it correctly sorts the

    first
    > row row by bringing the right identifier to the top but it does not bring

    up
    > the corresponding data. For example, if the identifier in E10 should be at
    > the top of the list (in other words, it should move up to row 4) it will

    go
    > there but all of the linked cells will still be linked to the identifer in
    > E10.




  7. #7
    A Romeo Jr
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    I just figured out the problem. If you look at the formula I pasted below, I
    reference cell E4 in the sheet titled "Summary" right after MATCH. Since the
    formula is in the "Summary" sheet, the formula only needs to go "MATCH(E4," .
    .. . but since I was clicking back and forth between worksheets, it added the
    sheet name as well. Unfortunately this was the cause of the problem when I
    was using AutoFilter. After adjusting to your formula below, my worksheet now
    works! Thank you, Max, for your help! Greatly appreciated!

    "Max" wrote:

    > Is this set-up what you have over there?
    >
    > http://cjoint.com/?bEomeuvNn5
    > ARomeoJr_wks.xls
    >
    > In sheet: Summary,
    >
    > In say, F4: =INDEX('Price Targets'!F:F,MATCH(E4,'Price Targets'!C:C,0))
    > with F4 copied down
    >
    > If so, when you sort the look-up values in E4:E6, the INDEX / MATCH formulas
    > in F4:F6 would continue to return correctly from "Price Targets" col F ?
    >
    > --
    > Max
    > Singapore
    > http://savefile.com/projects/236895
    > xdemechanik
    > ---
    > "A Romeo Jr" <ARomeoJr@discussions.microsoft.com> wrote in message
    > news:D05BBFDA-1C53-4969-B1E3-FDF0E4C37A6C@microsoft.com...
    > > =INDEX('Price Targets'!F:F,MATCH(Summary!E4,'Price Targets'!C:C,0)) is the
    > > formula I am using. I am pulling in the desired data into the summary
    > > worksheet from the price target worksheet's column F by matching the
    > > hard-coded identifier in E4 to the same identifier in the price targets
    > > worksheet in column F. When I sort this column, it correctly sorts the

    > first
    > > row row by bringing the right identifier to the top but it does not bring

    > up
    > > the corresponding data. For example, if the identifier in E10 should be at
    > > the top of the list (in other words, it should move up to row 4) it will

    > go
    > > there but all of the linked cells will still be linked to the identifer in
    > > E10.

    >
    >
    >


  8. #8
    Max
    Guest

    Re: Using AutoFilter to Sort Data Pulled in by INDEX / MATCH

    You're welcome !
    Glad to hear it sorted itself out <g>
    --
    Max
    Singapore
    http://savefile.com/projects/236895
    xdemechanik
    ---
    "A Romeo Jr" <ARomeoJr@discussions.microsoft.com> wrote in message
    news:4CBA3AB7-1B0D-4CA7-B988-2889AFBFDD55@microsoft.com...
    > I just figured out the problem. If you look at the formula I pasted below,

    I
    > reference cell E4 in the sheet titled "Summary" right after MATCH. Since

    the
    > formula is in the "Summary" sheet, the formula only needs to go

    "MATCH(E4," .
    > . . but since I was clicking back and forth between worksheets, it added

    the
    > sheet name as well. Unfortunately this was the cause of the problem when I
    > was using AutoFilter. After adjusting to your formula below, my worksheet

    now
    > works! Thank you, Max, for your help! Greatly appreciated!




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