Is Relational Hierarchy Possible with Excel
 

All,

I want to provide a data entry template to load equipment information
for our customer sites, but I am struggling to create the 3 tier
relationship within excel to perform this task.I am wondering if it is
even possible to do automatic filtering via VBA code using more than
one combo box to add records.

My scenario is as follows.

We need to add Equipment records for Customer Sites. The Site is 3
levels down the Customer hierarchy as follows:

Customer
-- Contract
-- Site

So if we need to add Site specific equipment information, first we
need to Select Customer Number, then in the next column-filter
(Contract combo box) we need to select Contract Number associated with
the Customer selected, and then in the next/3rd column-filter (Site
combo box) we need to select the desired Site for that
Customer-Contract. The question is how do I do all this in Excel and
all programitically.

For example, when we chose a particular Customer, the Contract combo
box should only display, filtered Contracts that are associated with
the Customer chosen. Similarly, once a desired Contract has been
selected, the Site combo box should filter the Sites associated to
that particular Customer-Contract.

Please note that there are multiple Customers, each having many
Contracts; and each contract can have many sites.

I can provide data examples as well if needed.

I'll appreciate any help anyone can offer. I need to perform all this
programitically.

Best Regards,

Addi

Is Relational Hierarchy Possible with Excel
 

Hi Addi

This is like teaching a cat to bark. Theoretically possible, definitely
difficult, you're better off wih a dog.
But see if Tushar's page
http://www.tushar-mehta.com/excel/ne...cel/index.html
is of help.

HTH. Best wishes Harald

"addi" skrev i melding
om...
All,

I want to provide a data entry template to load equipment information
for our customer sites, but I am struggling to create the 3 tier
relationship within excel to perform this task.I am wondering if it is
even possible to do automatic filtering via VBA code using more than
one combo box to add records.

My scenario is as follows.

We need to add Equipment records for Customer Sites. The Site is 3
levels down the Customer hierarchy as follows:

Customer
-- Contract
-- Site

So if we need to add Site specific equipment information, first we
need to Select Customer Number, then in the next column-filter
(Contract combo box) we need to select Contract Number associated with
the Customer selected, and then in the next/3rd column-filter (Site
combo box) we need to select the desired Site for that
Customer-Contract. The question is how do I do all this in Excel and
all programitically.

For example, when we chose a particular Customer, the Contract combo
box should only display, filtered Contracts that are associated with
the Customer chosen. Similarly, once a desired Contract has been
selected, the Site combo box should filter the Sites associated to
that particular Customer-Contract.

Please note that there are multiple Customers, each having many
Contracts; and each contract can have many sites.

I can provide data examples as well if needed.

I'll appreciate any help anyone can offer. I need to perform all this
programitically.

Best Regards,

Addi

Is Relational Hierarchy Possible with Excel
 

This is the exact behavior of the Autofiler (which puts the "comboboxex" at
the top of the columns of your data). No code needed. But if you want to
apply and manipulate it with code, that is possible as well.

--
Regards,
Tom Ogilvy

"addi" wrote in message
om...
All,

I want to provide a data entry template to load equipment information
for our customer sites, but I am struggling to create the 3 tier
relationship within excel to perform this task.I am wondering if it is
even possible to do automatic filtering via VBA code using more than
one combo box to add records.

My scenario is as follows.

We need to add Equipment records for Customer Sites. The Site is 3
levels down the Customer hierarchy as follows:

Customer
-- Contract
-- Site

So if we need to add Site specific equipment information, first we
need to Select Customer Number, then in the next column-filter
(Contract combo box) we need to select Contract Number associated with
the Customer selected, and then in the next/3rd column-filter (Site
combo box) we need to select the desired Site for that
Customer-Contract. The question is how do I do all this in Excel and
all programitically.

For example, when we chose a particular Customer, the Contract combo
box should only display, filtered Contracts that are associated with
the Customer chosen. Similarly, once a desired Contract has been
selected, the Site combo box should filter the Sites associated to
that particular Customer-Contract.

Please note that there are multiple Customers, each having many
Contracts; and each contract can have many sites.

I can provide data examples as well if needed.

I'll appreciate any help anyone can offer. I need to perform all this
programitically.

Best Regards,

Addi

Is Relational Hierarchy Possible with Excel
 

"Tom Ogilvy" wrote in message ...
This is the exact behavior of the Autofiler (which puts the "comboboxex" at
the top of the columns of your data). No code needed. But if you want to
apply and manipulate it with code, that is possible as well.

--
Regards,
Tom Ogilvy

"addi" wrote in message
om...
All,

I want to provide a data entry template to load equipment information
for our customer sites, but I am struggling to create the 3 tier
relationship within excel to perform this task.I am wondering if it is
even possible to do automatic filtering via VBA code using more than
one combo box to add records.

My scenario is as follows.

We need to add Equipment records for Customer Sites. The Site is 3
levels down the Customer hierarchy as follows:

Customer
-- Contract
-- Site

So if we need to add Site specific equipment information, first we
need to Select Customer Number, then in the next column-filter
(Contract combo box) we need to select Contract Number associated with
the Customer selected, and then in the next/3rd column-filter (Site
combo box) we need to select the desired Site for that
Customer-Contract. The question is how do I do all this in Excel and
all programitically.

For example, when we chose a particular Customer, the Contract combo
box should only display, filtered Contracts that are associated with
the Customer chosen. Similarly, once a desired Contract has been
selected, the Site combo box should filter the Sites associated to
that particular Customer-Contract.

Please note that there are multiple Customers, each having many
Contracts; and each contract can have many sites.

I can provide data examples as well if needed.

I'll appreciate any help anyone can offer. I need to perform all this
programitically.

Best Regards,

Addi

Hi Tom,

Thanks for the reply. You have answered my first half of the question
"if it is possible". Now the question is, how do I do that with the
code. Are there any examples or resources that you can share or point
to.

Regards,

Addi

Is Relational Hierarchy Possible with Excel
 

the easiest is to turn on the macro recorder and apply the filter manually.
You can then turn off the macro recorder and adapt the code to meet your
needs.

--
Regards,
Tom Ogilvy


"addi" wrote in message
om...
"Tom Ogilvy" wrote in message
...
This is the exact behavior of the Autofiler (which puts the "comboboxex"
at
the top of the columns of your data). No code needed. But if you want
to
apply and manipulate it with code, that is possible as well.

--
Regards,
Tom Ogilvy

"addi" wrote in message
om...
All,

I want to provide a data entry template to load equipment information
for our customer sites, but I am struggling to create the 3 tier
relationship within excel to perform this task.I am wondering if it is
even possible to do automatic filtering via VBA code using more than
one combo box to add records.

My scenario is as follows.

We need to add Equipment records for Customer Sites. The Site is 3
levels down the Customer hierarchy as follows:

Customer
-- Contract
-- Site

So if we need to add Site specific equipment information, first we
need to Select Customer Number, then in the next column-filter
(Contract combo box) we need to select Contract Number associated with
the Customer selected, and then in the next/3rd column-filter (Site
combo box) we need to select the desired Site for that
Customer-Contract. The question is how do I do all this in Excel and
all programitically.

For example, when we chose a particular Customer, the Contract combo
box should only display, filtered Contracts that are associated with
the Customer chosen. Similarly, once a desired Contract has been
selected, the Site combo box should filter the Sites associated to
that particular Customer-Contract.

Please note that there are multiple Customers, each having many
Contracts; and each contract can have many sites.

I can provide data examples as well if needed.

I'll appreciate any help anyone can offer. I need to perform all this
programitically.

Best Regards,

Addi

Hi Tom,

Thanks for the reply. You have answered my first half of the question
"if it is possible". Now the question is, how do I do that with the
code. Are there any examples or resources that you can share or point
to.

Regards,

Addi