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Is this possible...Filter list after user selects location
Is this possible? I am using Excel 2003.
I have a list of all customers on worksheet named, Customers. Besides listing customer demographics, it also includes a column to show which company site services the customer. The company needs to obtain further information regarding customers, which is not demographic info. The company sites will enter this information. I would like to have another worksheet for this purpose (I will name the worksheet, OnCall Info). I will sent up columns to collect specific information. I will include a column with data validation (list) for sites to select customers from a drop down list (named range on customer worksheet). Since the company has over five-hundred customers, is it possible to filter the drop down list based on the site selecting their location from a drop down list (named worksheet range). I'm thinking I would have to require the sites to select their location from a drop down list in a single cell on the worksheet, OnCall Info. But how would I have the customer list show only customers for that company site? I don't have much experience with VBA. So if the above request would require that, I would need help with writing the code. TIA |
#2
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Is this possible...Filter list after user selects location
Hi jan
check out http://www.contextures.com/xlDataVal02.html on using dependent data validation lists to see if this will meet your needs. Cheers JulieD "Jan" wrote in message ... Is this possible? I am using Excel 2003. I have a list of all customers on worksheet named, Customers. Besides listing customer demographics, it also includes a column to show which company site services the customer. The company needs to obtain further information regarding customers, which is not demographic info. The company sites will enter this information. I would like to have another worksheet for this purpose (I will name the worksheet, OnCall Info). I will sent up columns to collect specific information. I will include a column with data validation (list) for sites to select customers from a drop down list (named range on customer worksheet). Since the company has over five-hundred customers, is it possible to filter the drop down list based on the site selecting their location from a drop down list (named worksheet range). I'm thinking I would have to require the sites to select their location from a drop down list in a single cell on the worksheet, OnCall Info. But how would I have the customer list show only customers for that company site? I don't have much experience with VBA. So if the above request would require that, I would need help with writing the code. TIA |
#3
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Is this possible...Filter list after user selects location
Julie,
I checked out the site and reviewed the examples. However, the examples make sense for the data examples it shows; Short lists with a few alternatives based on what was selected initially. Based on the example, I would have to create separate lists for each site's customers. I already have a worksheet to use as data validation for company site. My customer list is contiguious and contains over 500 customers; the company site is listed more than once; list is sorted by company site and customer name. Columns for customer list a company site, bu, customer name, address....., i.e. Wichita, 45014, ABC, 123 uphill Omaha, 45144, XYZ, 987 downhill "JulieD" wrote: Hi jan check out http://www.contextures.com/xlDataVal02.html on using dependent data validation lists to see if this will meet your needs. Cheers JulieD "Jan" wrote in message ... Is this possible? I am using Excel 2003. I have a list of all customers on worksheet named, Customers. Besides listing customer demographics, it also includes a column to show which company site services the customer. The company needs to obtain further information regarding customers, which is not demographic info. The company sites will enter this information. I would like to have another worksheet for this purpose (I will name the worksheet, OnCall Info). I will sent up columns to collect specific information. I will include a column with data validation (list) for sites to select customers from a drop down list (named range on customer worksheet). Since the company has over five-hundred customers, is it possible to filter the drop down list based on the site selecting their location from a drop down list (named worksheet range). I'm thinking I would have to require the sites to select their location from a drop down list in a single cell on the worksheet, OnCall Info. But how would I have the customer list show only customers for that company site? I don't have much experience with VBA. So if the above request would require that, I would need help with writing the code. TIA |
#4
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Is this possible...Filter list after user selects location
Assuming the list is always sorted by company site, you can create the
dependent list by using an OFFSET formula in the data validation source. For example: =OFFSET($B$2,MATCH(E3,$A$2:$A$2000,0)-1,0,COUNTIF($A$2:$A$2000,E3),1) There's a sample file he http://www.contextures.com/excelfiles.html Under Data Validation, look for 'Dependent Cell List Offset' Jan wrote: Julie, I checked out the site and reviewed the examples. However, the examples make sense for the data examples it shows; Short lists with a few alternatives based on what was selected initially. Based on the example, I would have to create separate lists for each site's customers. I already have a worksheet to use as data validation for company site. My customer list is contiguious and contains over 500 customers; the company site is listed more than once; list is sorted by company site and customer name. Columns for customer list a company site, bu, customer name, address....., i.e. Wichita, 45014, ABC, 123 uphill Omaha, 45144, XYZ, 987 downhill "JulieD" wrote: Hi jan check out http://www.contextures.com/xlDataVal02.html on using dependent data validation lists to see if this will meet your needs. Cheers JulieD "Jan" wrote in message ... Is this possible? I am using Excel 2003. I have a list of all customers on worksheet named, Customers. Besides listing customer demographics, it also includes a column to show which company site services the customer. The company needs to obtain further information regarding customers, which is not demographic info. The company sites will enter this information. I would like to have another worksheet for this purpose (I will name the worksheet, OnCall Info). I will sent up columns to collect specific information. I will include a column with data validation (list) for sites to select customers from a drop down list (named range on customer worksheet). Since the company has over five-hundred customers, is it possible to filter the drop down list based on the site selecting their location from a drop down list (named worksheet range). I'm thinking I would have to require the sites to select their location from a drop down list in a single cell on the worksheet, OnCall Info. But how would I have the customer list show only customers for that company site? I don't have much experience with VBA. So if the above request would require that, I would need help with writing the code. TIA -- Debra Dalgleish Excel FAQ, Tips & Book List http://www.contextures.com/tiptech.html |
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