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Hi,
I have a project tracking spreadsheet in which column B is the client ID in format XYYYY where X is the first letter of the client name and YYYY is a number created by my accounting software sequentially as follows. Client 1 = X0001 Client 2 = X0002 Client 3 = Y0003 It doesn't matter what X is, YYYY always rises by 1 as I enter new client data. Column C is a proposal ID that I want to generate specific to a client (for the reason that I don't want clients knowing how many proposals I generate). The format for any data found in column C is: P/XYYYY/ZZZ whe P is static, it stands for Proposal and will always appear XYYYY is the aforementioned Client ID ZZZ is a 3 digit identifier indicating the proposal number for this particular client. So for example...let's say I have 20 records already stored in my table and I enter two new projects they could look something like: P/A0001/005 - the 5th proposal made for client A0001 P/F0006/121 - the 121st proposal made for client F0006 Now the question: 1) How can I make it so column B (client ID) is a drop down menu giving me only the current options available, something I could enter by hand either on another sheet (preferable) or in an external file. 2) Automatically generate the Proposal Number (column C) based on a) the client ID and B) the next proposal number in sequence for that particular client. My goal is to automate 100% the creation of the proposal ID and have it as a locked cell. Can someone point me in the right direction? Thanks in advance for your assistance. |
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