This wasn't getting too much love in my thread R.E. another issue so I'm posting it titled appropriately.
Essentially, what I am trying to do is get an automated way to copy all unique stock names and associated account names from two source tables in alphabetical order, without duplicates, to a final table. The stock names come from two sources: a positions table, and a history table.
Criteria:
1) It should only get stocks for accounts that exist in the Accounts Table (applies to the next two criteria).
2) It should only get stocks from the Positions table from the predefined quarter/year (in the workbook, $O$17 and $O$18)
3) It should only get stocks from the History table if the transaction quarter/year match the predefined quarter/year. If the stock has a settlement quarter listed, it should only grab the stock if those numbers (rather than the transaction quarter/year numbers) match the predefined quarter/year.
I'm sure that doesn't make 100% sense so please see the attached workbook. I have an example Position table, History table, Accounts table, and what the final result table should look like. After looking at it, everything should be very clear.
Thank you very much! I can work my way around formulas but VBA is a whole other ballpark for me and this is much needed.
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