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#1
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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 |
#2
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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 |
#3
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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 |
#4
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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 |
#5
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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 |
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