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ComboBox Filter which pulls very specific Data in Excel into preset template
Hello,
I must say that you guys are FANTASTIC at this board and i have read many of your posts throughout the years with great results. However, i am looking for a solution to an idea I have for a finance related project i am working on. I have a 4,000 row spread sheet with information that is summarized in the following fashion: Division Code, Branch No., Account Number, Account Name, Total Year to Date Expenses . Each Division encompasses a region (e.g. North, South, East, West) with many branches under it with corresponding expenses for each branch organized by different account numbers. Now what i am looking to accomplish is to link this 4,000 row sheet to a combo box that allows me to select a branch by number (or name) and only shows specific accounts without pulling ALL accounts for that branch even if data is zero or none into a preset template : Account 2000 - Car Expense Account 3000 - Travel Expense Account 4000 - Salary expense Account 5000 - Overhead Account 6000 - Recovery Expense etc. where there could be many different account numbers for all of these branches but i only want to pull the above to display which would be linked to a chart in the same workbook but would change the results depending on which branch is selected from the combo box. A filter does not work since you can only select one at a time. My assumption is filter all data by branch and somehow pull the data into a formatted sheet using vlookups for just those account numbers that the managers only want to see. I do not want use a pivot table because the boss wants this in an income statement type of format so he can print this off by branch. If this were a database the unique key would be the branch no and account number combined. I can email file if you need more clarification. Any help is greatly appreciated. |
#2
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ComboBox Filter which pulls very specific Data in Excel into prese
A filter
does not work since you can only select one at a time. [Sic: two conditions if you use custom] You could use an advanced filter which doesn't have that limitation. You could put in a dummy column that has a formula to calculate whether each row should be visible or not and use an autofilter on that row. -- Regards, Tom Ogilvy "Robert R." wrote: Hello, I must say that you guys are FANTASTIC at this board and i have read many of your posts throughout the years with great results. However, i am looking for a solution to an idea I have for a finance related project i am working on. I have a 4,000 row spread sheet with information that is summarized in the following fashion: Division Code, Branch No., Account Number, Account Name, Total Year to Date Expenses . Each Division encompasses a region (e.g. North, South, East, West) with many branches under it with corresponding expenses for each branch organized by different account numbers. Now what i am looking to accomplish is to link this 4,000 row sheet to a combo box that allows me to select a branch by number (or name) and only shows specific accounts without pulling ALL accounts for that branch even if data is zero or none into a preset template : Account 2000 - Car Expense Account 3000 - Travel Expense Account 4000 - Salary expense Account 5000 - Overhead Account 6000 - Recovery Expense etc. where there could be many different account numbers for all of these branches but i only want to pull the above to display which would be linked to a chart in the same workbook but would change the results depending on which branch is selected from the combo box. A filter does not work since you can only select one at a time. My assumption is filter all data by branch and somehow pull the data into a formatted sheet using vlookups for just those account numbers that the managers only want to see. I do not want use a pivot table because the boss wants this in an income statement type of format so he can print this off by branch. If this were a database the unique key would be the branch no and account number combined. I can email file if you need more clarification. Any help is greatly appreciated. |
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