I have created two sheets. One sheet contain basic data about customers such as account number, loan amount etc and other sheet list transactions of all customers in chronological order. I have created third sheet to allow me see report of each customer in similar fashion like a bank statement. I am able link this sheet to the first sheet to display basic information by using VLOOKUP function. Now I select/type account number of desired customer and corresponding information is displayed.



However, I need guidance regarding linking this sheet to second sheet to fetch transactions of only desired customers. I have tried little bit through VLOOKUP function but it only displays first transaction.

Please me suggest some ways to accomplish desired task.

Hi Waqar
If you are able to provide an anonimised version of your spreadsheet then I will take a look at it for you to see how it can be achieved.
Tony(OTPM)

here is sample file.

Attached Files

Ledger.xls (43.0 KB, 14 views)

Hi Waqer
I have created a Pivot Table Report using the Scheme Number as the key on a new Sheet called Account Summary. Click on the drop down field in B2 on this sheet to view all transactions for a selected Scheme.
Hope this is what you are looking for.
Good luck.
Tony(OTPM)

Attached Files

Ledger.xls (44.5 KB, 13 views)

This is not what I am looking for. I think I can view transaction by simply applying filter. I want to automatically fetch all transactions of particular scheme with all details such as invoice amount, date, taxes etc in relevant columns upon selecting account #. I must use given format (on ContractLedger sheet) for calculation of remaining balance.