Creating a dynamic sub list from a master list

Anonymous
2018-07-04T08:22:44+00:00

Hello,

I am struggling to create a sub list from a master list.  I am attempting to create an array formula to address my need but am running into issues being able to pull an entire row of data from a given match within the master list.

From a master list of clients, I am attempting to create a sub list that contains only active clients.  Active or inactive is a variable listed within the master list:

Master List Example:

Client Name: Client ID: Res Type: SIS Tier: Start Date: End Date: DOB: Active:
Client 1 G646282 PCA 6 01/03/2014 09/17/1984 Yes
Client 2 D236535 PCA 6 06/18/2016 07/19/1959 Yes
Client 3 P029373 HHP 6 03/19/2013 06/01/2018 08/03/1994 No
Client 4 A839939 HHP 6 09/18/2017 06/26/1981 Yes
Client 5 V647839 PCA 5 04/14/2016 05/04/2018 07/06/1999 No

Sub List Need Example:

Client Name: Client ID: Res Type: SIS Tier: Start Date: End Date: DOB: Active:
Client 1 G646282 PCA 6 01/03/2014 09/17/1984 Yes
Client 2 D236535 PCA 6 06/18/2016 07/19/1959 Yes
Client 4 A839939 HHP 6 09/18/2017 06/26/1981 Yes

I have been stuck on this for weeks any help or a nudge in the right direction is greatly appreciated.  Thank you very much!

Microsoft 365 and Office | Excel | For home | Windows

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  1. Lz._ 38,106 Reputation points Volunteer Moderator
    2018-07-04T10:26:47+00:00

    Hi

    As the formula needs to be an array one + you're pulling info. from several columns I would highly recommend you use a Helper column (can be hidden) to avoid re-calculating the matching rows in your Master table:

    Blue table is named TBL_MASTER

    Created a named var. NbActiveClients with formula: =COUNTIF(TBL_MASTER[Active:],"yes")

    In A11:

    =IF(ROWS($1:1) > NbActiveClients, "", AGGREGATE(15,6,1/(TBL_MASTER[Active:]="yes")*(ROW(TBL_MASTER[Active:])-ROW(TBL_MASTER[#Headers])),ROWS($1:1)))

    Enter only has AGGREATE is a array function

    In B11:

    =IF([@HELPER]="","",INDEX(TBL_MASTER[Client Name:],$A11))

    and copy right

    SAMPLE here

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