create update form
 

I want to create a list similar to one i can get from a pivot table where I
can do the following:

If I select the city then I can view all the customers in that particular
city and select Yes or No from a drop down list on the far right. I want to
be able to have my managers from the different cities update yes/no for
payments owed for the customers in their city.

my worksheet looks like this:
A B C D
E
City Customer Code Customer Name Program Type Payment Owed
a abcd Lucy loading
yes/no (drop down)
a efgh Bob loading
b ijkl Chris Loading
b mnop Sally loading

Is this possible with a pivot table?

thanks.

create update form
 

Select cells in F2 to F100....or whatever the listrange is.

DataValidationAllowList In source enter Yes,No

Checkmark "incell dropdown"

This will place a clickable yes or no option in those cells.

Now Autofilter by City

Select yes or no from DV dropdown.


Gord Dibben MS Excel MVP

On Wed, 4 Feb 2009 12:08:28 -0800, smw2340
wrote:

I want to create a list similar to one i can get from a pivot table where I
can do the following:

If I select the city then I can view all the customers in that particular
city and select Yes or No from a drop down list on the far right. I want to
be able to have my managers from the different cities update yes/no for
payments owed for the customers in their city.

my worksheet looks like this:
A B C D
E
City Customer Code Customer Name Program Type Payment Owed
a abcd Lucy loading
yes/no (drop down)
a efgh Bob loading
b ijkl Chris Loading
b mnop Sally loading

Is this possible with a pivot table?

thanks.

create update form
 

do you really want to make it more complicated instead of using autofilter?
(select data including headers, then go to data-filter-autofilter)

"smw2340" wrote:

I want to create a list similar to one i can get from a pivot table where I
can do the following:

If I select the city then I can view all the customers in that particular
city and select Yes or No from a drop down list on the far right. I want to
be able to have my managers from the different cities update yes/no for
payments owed for the customers in their city.

my worksheet looks like this:
A B C D
E
City Customer Code Customer Name Program Type Payment Owed
a abcd Lucy loading
yes/no (drop down)
a efgh Bob loading
b ijkl Chris Loading
b mnop Sally loading

Is this possible with a pivot table?

thanks.