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Dependent validation for a contact directory
Hey guys, I searched a lot on this topic on a bunch of forums but couldn't find what I was looking for.
So I have a contact directory with the following fields: Name BankName Phone Email On a separate worksheet, is it possible to have a feature where if the user selects the BankName, only the corresponding people from the bank appear in the Name field? And when the name is selected, the email and phone are automatically populated. The second part can just be done via a vlookup I believe. Thanks a lot for your help. |
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Dear Km1735, Good Afternoon. Iīm not sure if I understood well your doubt. I did an example for you. Itīs attached. Take a look at it and tell me if it worked for you. |
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I've attached the template I was trying to create. So the user would select the bank name from a drop down menu in the "template" tab (which would have a unique list of bank names from the "list" tab), and would have an option to select a person working at that bank. That person's email and phone number would just follow. Please let me know if I'm unclear. I really appreciate the help. Very kind of you. Thanks. |
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Do you want I try to adapt the formula to your worksheet or you will do this by yourself ? I donīt know exactly what do you want now. I will help you to solve this problem on anyway. If you could send at least a part of your real worksheet it be better to understand your necessity. If possible, of course. Waiting your answer. |
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Try this new one
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Dear KM1735, Good Morning. I feel glad that my help worked for you. Have a nice day. |
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Sorry this is pretty dumb of me, but I can't figure out how to use the template for more rows. For example, if I use the same data validation in cells A3(Banks) and B3(Contacts) of the template, the list doesn't change (contacts for banks in cells A2 appear there too). I was trying to fix it, but couldn't get it working. Thanks! |
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The formulas and the auxiliar columns at worksheet were prepared to follow your layout of data. The columns G and H at tab "List" are pointing to one line at tab "Template". In this case line 2. Remember that you have multiples answers for each case on the Bank column at "Template" and need to find one exclusive answer at the phone/e-mail columns for this case.. Then, this way only works for one line of search. IF you need more rows with this same kind of formulas simultaneously, I think, you have two ways to follow: 1) Create a new pair of G and H columns at tab "List" and adjust the formulas to the new line at tab "Template". 2) Create a new layout of the tab "List", that I think is much more complex than the yours. Weel, this is what I think. Probably someone here can help you too. Probably any other user here can help you with an other solution. There are a lot of people here all the time doing things with excel. Any question, please, feel free to ask me. Have a nice day. |
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