Hi y'all!

I am struggling big time with a spreadsheet/workbook I use for work purposes. I have attached a copy, but the basic gist is:

-Sheet 1 (labeled Raw Data in the dummy workbook) lists client names and information I track -- to include their admission date, status, most recent recertification date, and next recertification date.

-Sheet 2 (labeled Output I Need in the dummy workbook) has a place for last name, first name, and next recertification date. I also have in the top corner Start and End dates, but these I just added as possible helper cells and can definitely be removed if necessary.

What I am needing is for Sheet 2 to look at the data in Sheet 1, and pull over/make a list of the clients that a) have a "next recertification due" date between the specified Start and End dates, and b) are "current" status. I have decent-ish working knowledge of Excel, but my searching around hasn't really found me anything for the specifics of what I'm needing, so I'm really stumped! I am in Office 2019 and unable to use Office 365 (and the filter function sadly) because of program rules (for whatever reason).



Any help at all would be so, so appreciated!!

Attached Files

Test Sheet.xlsx (10.4 KB, 5 views)

In cell A2 of the Output sheet: