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How to create a list of outstanding invoices using a value in a cell

  1. #1
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    Excel 2003
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    How to create a list of outstanding invoices using a value in a cell

    Hi

    Using the data below I want to create a list of outstanding invoices for each customer. I have previously used vlookup as a way of dragging information out of a spreadsheet but I don't think this is what I'm looking for in this instance.

    I want to be able to change the value of a cell which in return will filter the spreadsheet to show the list of all the invoices that are outstanding for that account.

    Account Name Date Reference Type Value
    ANS001 ANS001 08/03/2018 INV72610 Invoice 172.85
    ANS001 ANS001 20/03/2018 INV72689 Invoice 122.74
    ANS001 ANS001 20/03/2018 INV72690 Invoice 36.00
    ANS001 ANS001 30/03/2018 INV72789 Invoice 2,058.00
    BKB001 BKB001 30/03/2018 INV72790 Invoice 9.48
    BKB001 BKB001 30/03/2018 INV72791 Invoice 43.20
    BKB001 BKB001 30/03/2018 INV72792 Invoice 561.31
    BKB001 BKB001 31/03/2018 INV72869 Invoice 75.94
    BKB002 BKB002 08/03/2018 INV72611 Invoice 28.70
    BKB002 BKB002 30/03/2018 INV72793 Invoice 100.50
    BKB002 BKB002 30/03/2018 INV72794 Invoice 22.90
    BRI005 BRI005 08/03/2018 INV72612 Invoice 114.44
    BRI005 BRI005 20/03/2018 INV72691 Invoice 81.84
    CRE002 CRE002 20/03/2018 INV72692 Invoice 91.20

    Any help would be greatly appreciated thanks.

  2. #2
    Forum Expert
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    03-23-2004
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    Excel 2019
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    Re: How to create a list of outstanding invoices using a value in a cell

    Assuming the data is in Sheet1!A$2:E1000

    in Sheet2!A1 put the customer account

    in Sheet2!A3
    =IFERROR(INDEX(Sheet2$A$2:$F$1000,SMALL(IF((Sheet1!$A$2:$A$1000=A1),ROW($A$3:$A$1000)),ROW(A1))-(ROW(A$3)-1),COLUMN()),"")
    Array formula, use Ctrl-Shift-Enter
    copy across to column F and for as many rows as you have in Sheet1!column A (I've assume 1000)
    Regards
    Special-K

    Ensure you describe your problem clearly, I have little time available to solve these problems and do not appreciate numerous changes to them.

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