For the cells where you want a Policy dropdown, the data validation
source is: =PolicyList

For the cells with a Types dropdown, the data validation formula in row
5 is:

=OFFSET(PolicyStart,MATCH(C5,PolicyColumn,0)-1,1,COUNTIF(PolicyColumn,C5),1)

The dropdown won't work if Auto or Fire are selected.

PolicyColumn should be defined as the entire column, as should TypeColumn.
The bonus calculation in row 5 could be:
=IF(E5="","",IF(OR(C5="Auto",C5="Fire"),E5*2%,
OFFSET(PolicyStart,MATCH(D5,TypeColumn,0)-1,2,1,1)))

klg wrote:
At least that's what we THINK we need help with. A co-worker has been working
really hard on this and has previously posted, but shes stumped. Here's our
situation -

We need a spreadsheet for tracking bonuses. There will be 7 columns - date,
policyholder, policy, type, premium, bonus and initials. We'll fill in the
date, policyholder and initials columns. We created dropdown boxes for the
policy and type columns. Once we choose the Policy, we need the Type
dropdown list to be a dependent dropdown, (with only the associated "Types"
showing), and for the bonus to fill itself in based on the policy and type
chosen. Unless Fire or Auto is chosen, in which case we need it to calculate
2% of the premium we enter.

We have worked and worked on this and still cant get everything to work.

We have tried the following formulas -

=OFFSET(PolicyStart,MATCH(B5,PolicyColumn,0)-1,1,COUNTIF(PolicyColumn,B5),1)

=IF(C5=€�€�,PolicyList,INDEX(PolicyColumn,MATCH( C5,TypeColumn,0)))

=SUM(E5*2%)

=vlookup(D6,A1:B3,2,FALSE)

=VLOOKUP(D5,Policies!C3:D23,2,FALSE)

And we have used the following informational links -

http://www.contextures.com/xlFunctions02.html

http://www.contextures.com/xlDataVal02.html

We have uploaded the file to:

http://www.savefile.com/files/1333831

Can anyone help us PLEASE?


--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html