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-   -   using a drop down list to commence a macro (https://www.excelbanter.com/excel-discussion-misc-queries/133481-using-drop-down-list-commence-macro.html)

Gai

using a drop down list to commence a macro
 
I think I might need to use ActiveX which I currently have no knowledge on,
but maybe I'm wrong.

I have a large database which gets filtered "Month/year" and the filtered
results feed into a summary page on the second sheet.

I am not the primary user of this spreadsheet and the users for the most
part have little excel skills or experience.

Each month (or as required- ie part way through the month), the users will
need to print a report on the summary data. The problem is to use the summary
page, the user must filter the first page for the month/year, then select
from a drop down list (at this stage just a validation) the appropriate
month. This gives them a monthly average. I now need to make it more
complicated again by summarising by "month/year" AND "area". The chances of
them remembering to filter on the "area" as well as the "month/year" AND use
the drop down lists on the summary page is getting less likely.

What I want to happen is that they select an entry from the drop down list
(maybe a combo box?) and the first sheet will filter accordingly. Likewise
with the "area" drop down list.

Can anyone help me?

--
Gai

Jim Rech

using a drop down list to commence a macro
 
So are you using AutoFilter? Data, Filter, AutoFilter would create a
dropdown at the top of each column. Users could select the criterion for
each column as desired. The filtered results could then be copied to the
summary sheet manually.

If you want something fancier then you'd need to connect with someone with
some facility with Excel macros to automate this process.

--
Jim
"Gai" wrote in message
...
|I think I might need to use ActiveX which I currently have no knowledge on,
| but maybe I'm wrong.
|
| I have a large database which gets filtered "Month/year" and the filtered
| results feed into a summary page on the second sheet.
|
| I am not the primary user of this spreadsheet and the users for the most
| part have little excel skills or experience.
|
| Each month (or as required- ie part way through the month), the users will
| need to print a report on the summary data. The problem is to use the
summary
| page, the user must filter the first page for the month/year, then select
| from a drop down list (at this stage just a validation) the appropriate
| month. This gives them a monthly average. I now need to make it more
| complicated again by summarising by "month/year" AND "area". The chances
of
| them remembering to filter on the "area" as well as the "month/year" AND
use
| the drop down lists on the summary page is getting less likely.
|
| What I want to happen is that they select an entry from the drop down list
| (maybe a combo box?) and the first sheet will filter accordingly. Likewise
| with the "area" drop down list.
|
| Can anyone help me?
|
| --
| Gai



Gai

using a drop down list to commence a macro
 
Yes, I have auto filtering on, but I also need to display the filtered
"month/year" (and now) the "area" filtered on at the top of the summary page.
Instead of the person using the database having to filter the data on the
first page and then change the headings on the summary sheet, I would like
them to either select the correct "month/year" and "area" on the summary
page and the appropriate filtering happen automatically on the data page, OR,
filter on the data page and having the heading appear in the summary page
automatically. The totals calculate on the filtered information.

--
Gai


"Jim Rech" wrote:

So are you using AutoFilter? Data, Filter, AutoFilter would create a
dropdown at the top of each column. Users could select the criterion for
each column as desired. The filtered results could then be copied to the
summary sheet manually.

If you want something fancier then you'd need to connect with someone with
some facility with Excel macros to automate this process.

--
Jim
"Gai" wrote in message
...
|I think I might need to use ActiveX which I currently have no knowledge on,
| but maybe I'm wrong.
|
| I have a large database which gets filtered "Month/year" and the filtered
| results feed into a summary page on the second sheet.
|
| I am not the primary user of this spreadsheet and the users for the most
| part have little excel skills or experience.
|
| Each month (or as required- ie part way through the month), the users will
| need to print a report on the summary data. The problem is to use the
summary
| page, the user must filter the first page for the month/year, then select
| from a drop down list (at this stage just a validation) the appropriate
| month. This gives them a monthly average. I now need to make it more
| complicated again by summarising by "month/year" AND "area". The chances
of
| them remembering to filter on the "area" as well as the "month/year" AND
use
| the drop down lists on the summary page is getting less likely.
|
| What I want to happen is that they select an entry from the drop down list
| (maybe a combo box?) and the first sheet will filter accordingly. Likewise
| with the "area" drop down list.
|
| Can anyone help me?
|
| --
| Gai





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