Trying to create a summary of data from another sheet

Craig Lemberger

Hello All,

I have a main sheet, and I want another sheet to read it's data and when conditions are met, click a box. I had wanted it to read a specific date range, but that made it too specific to a year and would have to be changed the following year.

The formula below, won't work; ideally I would want a range of months like greater than and equal to April and less than and equal to May,

=IF(AND({Client Name (RH)}=[Client Name]@row, {Month}<= 5), 1, ""))

Also I was trying it another way and it is just missing it! Those damn parenthesis are the bane of my existence :)

IF(AND({#Rose Fert.} = "first", MATCH([Client Name]@row, {Client Name (RH)}), 1, ""))

Craig Lemberger

Melissa, I had a pro session this morning, and you were right on. Here is what he came up with:

IFERROR(INDEX(COLLECT({RF#1}, {Client Name RH}, [Client Name]@row, {#Rose Fert.}, "First"), 1), 0)

Thank you again!

Melissa Yamada

Hello @Craig Lemberger

Try this:

=IF(INDEX(COLLECT({Client Name (RH)}, {Month}, <= 5),1)=[Client Name]@row,1,"")

Craig Lemberger

Thank you Melissa, I appreciate your effort. No I did not work. What I learned in the interim that one can't use Index if's going to be indexed multiple times; it needs to be unique, so i had to dispense with that function anyway.

Craig Lemberger

Melissa, I had a pro session this morning, and you were right on. Here is what he came up with:

IFERROR(INDEX(COLLECT({RF#1}, {Client Name RH}, [Client Name]@row, {#Rose Fert.}, "First"), 1), 0)

Thank you again!