The alpha version is done. I'm going to give it to the boss when she gets back from vacation tomorrow. I made extensive use of the views thing you told me about, so it was helpful.
What can SQL do? Is it a part of Excel I could use? I've
heard of SQL (mostly from trying to access a message board like ENWorld and getting that error

), but that's about all I know. If it's a part of Excel, and if it's faster and less cumbersome than the advanced filters, I'll redesign the spreadsheet again. I figure it's a year or so before they REALLY start hitting the slowdowns I got from stress-testing my old spreadsheet.
Basically, I need to be able to do the following, preferably at the same time:
There will be a table of data: Corrected date (with calculations off to the side), Date of collection, Receipt Number, Date of receipt, Amount, Source, Account Name, Payee, and Case #. None of them are unique items.
I need to be able to do subtotals by month.
For each month, I need FTB and IRS totals (Source).
For each month, I need NEVR, PERM (w/o Foster Care) and FOST (which is a subgroup of PERM) totals (Account Name), with the remainder going into Other. (Note that NEVR and PERM are the left-most four digits of an account name, but the Foster Care stuff tends to be in the middle or right of the account name, so I need to search
within the account name.)
I need to allow the user to specify what limits they wish within Source, Account Name, Payee, and Case (Payee for multiple payees within one case; Case because you only do one case at a time).
I need to be able to pull out Receipt #, Date of Receipt, Amount, Source, Account Number, and Payee for all data within a particular month.
I need to be able to pull out all of the previous paragraph for just all the Other data within a particular month.
So is there some Excel database stuff that can do all of this, all at once?
I completed it, but it's still 2.37MB. About 60% of what I started with, and kind of clunky still. But then, it's an alpha.
