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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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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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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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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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