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#1
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Substition for data validation, dropdown list
Hi, i am new to this group and am a relative beginner without formal
training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#2
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Substition for data validation, dropdown list
If you put your drop-down to the right of the Invoice so it does not
get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#3
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Substition for data validation, dropdown list
Pete, Thanks for the info but I need to keep this as simple as possible. If
I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#4
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Substition for data validation, dropdown list
There is a sample file at Contextures that does exactly what you want.
http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#5
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Thanks, it is exactly what I want to do. Looks a bit complex at my level but
I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#6
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Looks a bit complex
Well, you did say: I need to keep this as simple as possible. What Pete suggested is the simplest way to go! -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Thanks, it is exactly what I want to do. Looks a bit complex at my level but I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#7
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Biff,
I tried coping the code into the code window for my spreadsheet and changed the names of the sheet and list to mine. I also put my lists in the same location on the worksheet, but it doesn't work. I'm going to see if I can find someone facile w/ visual basic who can help me trouble shoot, umless you can think of something I didn't do? -- Thanks for your help Russ "T. Valko" wrote: Looks a bit complex Well, you did say: I need to keep this as simple as possible. What Pete suggested is the simplest way to go! -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Thanks, it is exactly what I want to do. Looks a bit complex at my level but I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#8
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Hard to say why it isn't working. I downloaded the sample file and checked
it out. It's pretty straightfoward. When you say it doesn't work do you get any errors? The code is for an event macro. This code has to be placed in the correct place to work. Are you sure it's in the correct place? I'll take a look at your file if you want to send a copy to me. Just let me know how to contact you. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Biff, I tried coping the code into the code window for my spreadsheet and changed the names of the sheet and list to mine. I also put my lists in the same location on the worksheet, but it doesn't work. I'm going to see if I can find someone facile w/ visual basic who can help me trouble shoot, umless you can think of something I didn't do? -- Thanks for your help Russ "T. Valko" wrote: Looks a bit complex Well, you did say: I need to keep this as simple as possible. What Pete suggested is the simplest way to go! -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Thanks, it is exactly what I want to do. Looks a bit complex at my level but I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#9
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Biff,
Thanks for sticking with me and providing support. I finally figured it out. I took the original sample spreadsheet and I moved the data around, changed values, etc. so I could see what needed to be adjusted in the code to allow it to continue to work. I discovered that the issue was the column specified as column 2, refered to the sheet with the data validation, not the sheet with the raw data. My speadsheet had the data validation in column 3, so I changed it and it works! This was an interesting experience and has made me interested in learning how to program visual basic. Thanks again. -- Thanks for your help Russ "T. Valko" wrote: Hard to say why it isn't working. I downloaded the sample file and checked it out. It's pretty straightfoward. When you say it doesn't work do you get any errors? The code is for an event macro. This code has to be placed in the correct place to work. Are you sure it's in the correct place? I'll take a look at your file if you want to send a copy to me. Just let me know how to contact you. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Biff, I tried coping the code into the code window for my spreadsheet and changed the names of the sheet and list to mine. I also put my lists in the same location on the worksheet, but it doesn't work. I'm going to see if I can find someone facile w/ visual basic who can help me trouble shoot, umless you can think of something I didn't do? -- Thanks for your help Russ "T. Valko" wrote: Looks a bit complex Well, you did say: I need to keep this as simple as possible. What Pete suggested is the simplest way to go! -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Thanks, it is exactly what I want to do. Looks a bit complex at my level but I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
#10
Posted to microsoft.public.excel.worksheet.functions
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Substition for data validation, dropdown list
Glad you got it working. Thanks for feeding back!
-- Biff Microsoft Excel MVP "Russ G" wrote in message ... Biff, Thanks for sticking with me and providing support. I finally figured it out. I took the original sample spreadsheet and I moved the data around, changed values, etc. so I could see what needed to be adjusted in the code to allow it to continue to work. I discovered that the issue was the column specified as column 2, refered to the sheet with the data validation, not the sheet with the raw data. My speadsheet had the data validation in column 3, so I changed it and it works! This was an interesting experience and has made me interested in learning how to program visual basic. Thanks again. -- Thanks for your help Russ "T. Valko" wrote: Hard to say why it isn't working. I downloaded the sample file and checked it out. It's pretty straightfoward. When you say it doesn't work do you get any errors? The code is for an event macro. This code has to be placed in the correct place to work. Are you sure it's in the correct place? I'll take a look at your file if you want to send a copy to me. Just let me know how to contact you. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Biff, I tried coping the code into the code window for my spreadsheet and changed the names of the sheet and list to mine. I also put my lists in the same location on the worksheet, but it doesn't work. I'm going to see if I can find someone facile w/ visual basic who can help me trouble shoot, umless you can think of something I didn't do? -- Thanks for your help Russ "T. Valko" wrote: Looks a bit complex Well, you did say: I need to keep this as simple as possible. What Pete suggested is the simplest way to go! -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Thanks, it is exactly what I want to do. Looks a bit complex at my level but I am going to play with it and see what I can do. -- Thanks for your help Russ "T. Valko" wrote: There is a sample file at Contextures that does exactly what you want. http://contextures.com/excelfiles.html#DataVal Look for: DV0004 - Data Validation Change -- Select a Product from the Data Validation list; an event procedure changes the product name to a product code. -- Biff Microsoft Excel MVP "Russ G" wrote in message ... Pete, Thanks for the info but I need to keep this as simple as possible. If I need to add another column, it will confuse more people than help and I am also restricted to a certain format (gov't regulations!). The speadsheet is otherwise simple and basically a duplicate of a preprinted form. I'm trying to move people over to the electronic version and want to make it as user friendly as possible. There is only one column that is suitable for a dropdown list. If there is no other way to accomplish what I want, I'll just use a list of codes. -- Thanks for your help Russ "Pete_UK" wrote: If you put your drop-down to the right of the Invoice so it does not get printed, then you can have it select from the descriptions, and then in the cell where you want the code to appear you can either have a VLOOKUP formula or an INDEX/MATCH combination, depending on how your data is laid out. Post back with details of your data table if you need further guidance. Hope this helps. Pete On Nov 25, 8:19 pm, Russ G wrote: Hi, i am new to this group and am a relative beginner without formal training. I've created an invoice for work and I have one column with a dropdown list that I created using the great info from: http://www.contextures.com/xlDataVal01.html What I am trying to do is enter a billing code which is a number several digits long. I was able to create this using the data validation function. However, it requires the user to remember which billing code to use. Each code has a descriptive name (very easy to remember) but it is not necessary to put that name in the invoice, only the code number. I would like the dropdown list to contain the descriptive name, but when you select the name, instead of the name being entered in the cell, it enters the code number. For example, the code for "repair" might be "3A245134", it is easier to remember "repair" than the number. So, from the dropdown list, one of the selections would be "repair". You select repair and the number "3A245134" appears in the cell. Is there a simple way to do this? -- Thanks for your help Russ |
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