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Teresa

Creating a form in excel to step through scenarios
 
I'm wanting to creat a form in excel that will allow the user to step through
a series of questions, each one dependant on the previous, in order to work
out which process out of 5 different options they need to follow.

Eg: is customer a company or individual?
If Company selected next question to display will be "Do they want to change
name or close account?" etc etc

What sort of formulae do I need to use to do this?

Paul Mathews

Creating a form in excel to step through scenarios
 
Hi Teresa, you're going to need an IF function. For example, if the user
enters the answer "Company" in cell A2, you might have the question in cell
A3 set up as:

=IF(A2="Company","Do they want to change name or close account?","Text if
answer was Individual")

Also, if you don't want the next question in the above example to appear
before an answer to the first question has been given, you could set A3 to
the following:

=IF(ISBLANK(A2),"",IF(A2="Company","Do they want to change name or close
account?","Text if answer was Individual"))

If you have questions with a lot more than two choices for answers, you may
want to set the question up as something like:

1. Is the entity a:
A. Company
B. Individual
C. Hamster

Enter answer: ___ <--Cell B2

In this case a cell (B2 in the example above) would hold the single letter
corresponding to the selected choice. You could ensure that the user enters
a letter in that answer cell by using cell validation and choosing the list
option. To do this click on the answer cell, then click DataValidation,
then, from the "Settings" tab of the Validation dialogue, select "List" from
the "Allow" drop list and enter your data list (in this case, you'd enter
A,B,C,D). The next question would be something on the order of:

=IF(ISBLANK(B2),"",IF(B2="A","Company text",IF(B2="B","Individual
text","Hamster text")))



"Teresa" wrote:

I'm wanting to creat a form in excel that will allow the user to step through
a series of questions, each one dependant on the previous, in order to work
out which process out of 5 different options they need to follow.

Eg: is customer a company or individual?
If Company selected next question to display will be "Do they want to change
name or close account?" etc etc

What sort of formulae do I need to use to do this?



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