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Jan Jan is offline
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Default 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

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Default 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



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Jan Jan is offline
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Posts: 159
Default 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




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Default 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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