Need to find info in sreadsheet that meets two criteria - help please!

**Altna** · 11-20-2013, 05:16 AM

Good morning,

I am new to this forum. I have seen lots of brilliant advice on here so hope you can help me.
I do bookkeeping and one of my clients has a rather chaotic way of keeping records of invoices and payments. I have devised a spreadsheet that will help them to keep track of future transactions better and have spent hours getting historical data onto these spreadsheets. I am using these now to sort out their 2012 - 2013 accounts.

I need to be able to produce a formula that will allow me to look at a date in one column (payment received) and, if it falls between 01/04/2012 and 31/03/2013 it then needs to check another column to see if the actual holiday booking date is outside those dates so that the amount can be removed from that years accounts. If both dates fit into this criteria I would like it to then reproduce the relevant rows onto a second sheet so that I can see which payments should be excluded from that years accounts.

Is this possible or am I better just manually sorting/filtering the spreadheet to get the information i need? If someone can point me in the right direction I would be grateful.

Thank you for reading this.

Regards

**:) Sixthsense :)** · 11-20-2013, 05:22 AM

Please attach a sample workbook with enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

Click on GO ADVANCED and use the paperclip icon to open the upload window.

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Note: Please don't attach documents containing confidential data like (address, telephone, ID#s, etc.).

**Altna** · 11-20-2013, 06:38 AM

Thanks for your reply.

I have attached a portion of the spreadsheet in attachment Book 2. Data shows the unsorted data (listed by invoice number) and Sorted
data shows the same date sorted by Column W.
In the sorted date sheet it is clear that the first few entries of Column W fit the criteria for period 01.04.12 to 31.03.13. I then have to manually check which dates in column E fit the same criteria.
Obviously this is only a small portion of the spreadsheet.
Is there a way of feeding into a separate spreadheet any entries in column W that fit between 01.04.2012 and 31.03.2013 AND in column E without my having to manually sort column W and check column E.

I hope I have explained this ok.

Thanks for looking.

**:) Sixthsense :)** · 11-20-2013, 06:52 AM

Jus put filter on Date Column (Should be a real date)>>In the date column Drop Down>>Select Date Filter>>Custom Filter>>Is After Or Equal To>>Select the Calendar Button and select the From Date>>Select the And Option Button>>Is Before Or Equal To>> Select the Calendar Button and select the To Date>>Give Ok…