Solved

Autofill Invoice Tasks in Excel using Index/Match

Posted on 2016-07-15
7
88 Views
Last Modified: 2016-07-27
Hello Experts!

I'm so close to a solution.  It is probably an easy fix - I've just hit coding writer's block.  

I created a spreadsheet that when the user changes the invoice number, it automagically populates the list of tasks used in that invoice period with this array formula:
{=IFERROR(INDEX(Task!$B$6:$B$11,SMALL(IF(LEN(Task!$D$6:$D$11)>0,ROW(Task!$A$6:$A$11)-ROW(Task!$A$5)),ROW(Task!1:1)),MATCH($C$3,Task!$C$1:$H$1,0)),"")}

Open in new window

It works great on Invoice 1, but when I switch to Invoice 2, it doesn't work.  I know why.  This part of the code (Task!$D$6:$D$11) needs to vary when I change from Invoice 1 to 2 or 3.  I could do a switch formula, but I'm hoping there is a more elegant solution.  Maybe nesting another match formula?  Here's where I need your help!

I have attached the file to help you visualize what I'm doing.  Any help is appreciated!
Invoices.xlsx
0
Comment
Question by:TechNinja2
  • 4
  • 3
7 Comments
 
LVL 30

Accepted Solution

by:
Subodh Tiwari (Neeraj) earned 500 total points
ID: 41712991
Try this....
=IFERROR(INDEX(Task!$B$6:$B$11,SMALL(IF(LEN(INDEX(Task!$C$6:$H$11,,MATCH("INVOICE "&$C$3,Task!$C$2:$H$2,0)+1))>0,ROW(Task!$A$6:$A$11)-ROW(Task!$A$5)),ROW(Task!1:1))),"")

Open in new window


For details, refer to the attached.
Invoices.xlsx
1
 

Author Comment

by:TechNinja2
ID: 41717297
Perfect - thank you Subodh!  

I have one more question, I'd like to total cost row.  I know the formula will be similar but it will be somehow matching the invoice number and task number in the Invoice worksheet to get the total cost amounts in ROW 'I' in the Task worksheet (see attached).  Can you help out?
Invoices.xlsx
0
 
LVL 30

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41717300
Mock up the desired output on the Invoice sheet and provide a mapping to the Task sheet as well to know what output you are trying to achieve and based on what conditions.
0
Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

 

Author Comment

by:TechNinja2
ID: 41717421
Ok - I think I figured it out.  Here's what I changed (and put it in cell E6 of the first tab/worksheet).  It seems to be pulling the correct totals.  Is this correct?

{=IFERROR(INDEX(Task!$I$6:$I$11,SMALL(IF(LEN(INDEX(Task!$C$6:$H$11,,MATCH("INVOICE "&$C$3,Task!$C$2:$H$2,0)+1))>0,ROW(Task!$A$6:$A$11)-ROW(Task!$A$5)),ROW(Task!1:1))),"")}

Open in new window


Thx!
0
 
LVL 30

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41717463
Obviously tt's correct if you are getting the desired output. :)
0
 

Author Closing Comment

by:TechNinja2
ID: 41732197
Occam's razor - I get it - I overthought it.  I wanted to ensure I didn't miss something.  Thx - Great job!
0
 
LVL 30

Expert Comment

by:Subodh Tiwari (Neeraj)
ID: 41732381
Thanks for the feedback. :)
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This code takes an Excel list of URL’s and adds a header titled “URL List”. It then searches through all URL’s in column “A”, looking for duplicates. When a duplicate is found, it is moved to the top of the list. The duplicate URL’s are then highlig…
Freeze panes is an option within all variants of Excel to enable parts of a sheet to remain stationary when the cursor is in another part of the sheet. This is a very useful feature which is overlooked or under used.
This Micro Tutorial will demonstrate on a Mac how to change the sort order for chart legend values and decrpyt the intimidating chart menu.
This Micro Tutorial will demonstrate the scrolling table in Microsoft Excel using the INDEX function.

856 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question