Hi I have a spreadsheet that has a table of data on it. Date Rec's, Date Withdrawn, Qtr End, Year Product, Account Name, Consultant, Status, Tax Status, Contribution, Withdrawal.
On another spreadsheet I have some formula's that calculate the Number of new accounts, closed account, inflows, outflows and also their respective total assets value, based off the value I put for quarter end in cell C2.
then underneath that I have a drop down box with the status and a cell that calculates the count.
I am trying to use the following formula to extract the data and give me a list of the members with the qtr end date, account name, product, contribution, withdrawal, and consultant, but it is not giving me what I need based off the specific date and status I choose.
=INDEX(Flows!$A$2:$I$1681,AGGREGATE(15,6,(ROW(Flows!$I$2:$I$1681)-ROW(Flows!$I$2)+1)/((Flows!$I$2:$I$1681='Firm - Qrtly'!$B$16)),COLUMNS($B20:F20)),MATCH($B$19,Flows!$A$1:$L$1,0))
where a2:I1681 is the range of data on from the table
B16 is the account status
B20 to F20 is where I want the list display to start
and B19 is the first piece of criteria in the list
Do you know where I am going wrong?
Usually I can picture what someone is trying to do, not in this case.
Can you send me a sample file showing some data as it is normally, and a manual mockup of the results you're trying to accomplish?
My contact site/address is below in my profile.
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