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bwall
 
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Default Newbie Lost with comboboxes and dropdowns in excel


I have question about autocompleting cells with information. i wanted
to initially use access for this, but ther person that needs this
insists that he wants to use excel.

When he fills out his sheets he wants to have the cell autocomplete the
rest of the ID # and the name when he starts to type in a cell.

I was wondering if this could be done by loading a sort of client
information sheet, worksheet, whatever with the client id # and name.
Then have a dropdown box or combo box to pull the client id information
from the sheet were it is kept. The same being done with the name
(possibly just auto completing name with the correct id number is
entered or vice versa).
I have imported the table from access into an excel file. I started
all these tasks in access before I heard that excel was preferred.

I have some other cells were I used the data validation in excel to
load a dropdown list of options to fill the cell. This is ok for these
few cells, but more clients may be added to the client sheet and I would
like to be able to add them to the client sheet and have them fill into
the dropdown for the client ID and client name on the report sheets
that I have laid out that are spoken of above.

Is there a simple way or a way to perform these actions of loading and
pulling info from another sheet that has the client id and number so
that it doesn't have to be typed in everytime on the sheet that the
paper reports are put into.

I don't want to get into any crazy coding, because I think that this
could be done without all this in access.


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Debra Dalgleish
 
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Default

If you base the data validation list on a dynamic named range, it will
automatically include new entries in the source list. There are
instructions he

http://www.contextures.com/xlNames01.html

To fill in the related information, you can use VLookup formulas to pull
data from the source table. There are instructions in Excel's Help, and
he

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

bwall wrote:
I have question about autocompleting cells with information. i wanted
to initially use access for this, but ther person that needs this
insists that he wants to use excel.

When he fills out his sheets he wants to have the cell autocomplete the
rest of the ID # and the name when he starts to type in a cell.

I was wondering if this could be done by loading a sort of client
information sheet, worksheet, whatever with the client id # and name.
Then have a dropdown box or combo box to pull the client id information
from the sheet were it is kept. The same being done with the name
(possibly just auto completing name with the correct id number is
entered or vice versa).
I have imported the table from access into an excel file. I started
all these tasks in access before I heard that excel was preferred.

I have some other cells were I used the data validation in excel to
load a dropdown list of options to fill the cell. This is ok for these
few cells, but more clients may be added to the client sheet and I would
like to be able to add them to the client sheet and have them fill into
the dropdown for the client ID and client name on the report sheets
that I have laid out that are spoken of above.

Is there a simple way or a way to perform these actions of loading and
pulling info from another sheet that has the client id and number so
that it doesn't have to be typed in everytime on the sheet that the
paper reports are put into.

I don't want to get into any crazy coding, because I think that this
could be done without all this in access.




--
Debra Dalgleish
Excel FAQ, Tips & Book List
http://www.contextures.com/tiptech.html

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