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Morning guys.
I have a problem that sounds simple at first, but I'm really having a tough time getting it to actually do what I want. Know, my Excel knowledge is limited at best because everything I know is self taught, but here goes. I have created a list of our customer's details in Excel. The usual details are included such as:- Surname (column A), First Name (B), Company they work for (C), Address 1 (D), Address 2 (E), Town (F), County (G), Postcode (H), Phone number (H), e-mail (I), etc. Now the problem. I want to be able to automatically track how many people are from each company which is simple to do with a COUNTIF formula. Now this is only effective if all of the company names are spelt correctly. Now because I am only setting it up, it will be down to someone else to update and maintain it so I need it to be idiot proof. My thinking is to make the cells in the column for company names have dropdown boxes so the company can be selected from a list. Again, easily done with Data Validation. Now, just to complicate things further, if the company name isn't in the list when they click the dropdown box, I want them to be able to type it directly in, so that when they go to the next cell down to choose the next company, the one they previously entered will now appear as a selectable option from the list. I have googled it and found a few methods that work in a similar way, but the majority seem to be where you add the name of the new company into a dedicated cell, which is all well and good, but when the list gets to an axcessive amount of lines, it's a pain in the arse to have to keep scrolling up and down just to enter a name (I'm not a fan of the Freeze Panes option, don't ask me why, I just don't like the idea, especially if I have to then hand the document over to someone who isn't very "Excel Savvy") I know it seems like a really arse about face way of doing things, but like I said, I need it to be idiot proof. I would rather spend hours (or even days) setting it up and have 100% accurate data, than spend a few minutes and for the data to be wrong. Hope I haven't confused you too much, but could really do with a little help on this. Cheers Matt |
#2
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Posted to microsoft.public.excel.worksheet.functions
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There is a sample file at this location:
http://contextures.com/excelfiles.html#DataVal Look for: DV0012 - Update Validation List -- type a new value in a cell that contains data validation, and it's automatically added to the source list, and the list is sorted; a macro automates the list updates. -- Biff Microsoft Excel MVP "Matt" wrote in message ... Morning guys. I have a problem that sounds simple at first, but I'm really having a tough time getting it to actually do what I want. Know, my Excel knowledge is limited at best because everything I know is self taught, but here goes. I have created a list of our customer's details in Excel. The usual details are included such as:- Surname (column A), First Name (B), Company they work for (C), Address 1 (D), Address 2 (E), Town (F), County (G), Postcode (H), Phone number (H), e-mail (I), etc. Now the problem. I want to be able to automatically track how many people are from each company which is simple to do with a COUNTIF formula. Now this is only effective if all of the company names are spelt correctly. Now because I am only setting it up, it will be down to someone else to update and maintain it so I need it to be idiot proof. My thinking is to make the cells in the column for company names have dropdown boxes so the company can be selected from a list. Again, easily done with Data Validation. Now, just to complicate things further, if the company name isn't in the list when they click the dropdown box, I want them to be able to type it directly in, so that when they go to the next cell down to choose the next company, the one they previously entered will now appear as a selectable option from the list. I have googled it and found a few methods that work in a similar way, but the majority seem to be where you add the name of the new company into a dedicated cell, which is all well and good, but when the list gets to an axcessive amount of lines, it's a pain in the arse to have to keep scrolling up and down just to enter a name (I'm not a fan of the Freeze Panes option, don't ask me why, I just don't like the idea, especially if I have to then hand the document over to someone who isn't very "Excel Savvy") I know it seems like a really arse about face way of doing things, but like I said, I need it to be idiot proof. I would rather spend hours (or even days) setting it up and have 100% accurate data, than spend a few minutes and for the data to be wrong. Hope I haven't confused you too much, but could really do with a little help on this. Cheers Matt |
#3
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Posted to microsoft.public.excel.worksheet.functions
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Thanks Biff, that looks perfect. I'll try and decipher the coding and adapt
it to my document. Time to dabble with Visual Basic for the first time ever. Wish me luck :) Matt "T. Valko" wrote: There is a sample file at this location: http://contextures.com/excelfiles.html#DataVal Look for: DV0012 - Update Validation List -- type a new value in a cell that contains data validation, and it's automatically added to the source list, and the list is sorted; a macro automates the list updates. -- Biff Microsoft Excel MVP "Matt" wrote in message ... Morning guys. I have a problem that sounds simple at first, but I'm really having a tough time getting it to actually do what I want. Know, my Excel knowledge is limited at best because everything I know is self taught, but here goes. I have created a list of our customer's details in Excel. The usual details are included such as:- Surname (column A), First Name (B), Company they work for (C), Address 1 (D), Address 2 (E), Town (F), County (G), Postcode (H), Phone number (H), e-mail (I), etc. Now the problem. I want to be able to automatically track how many people are from each company which is simple to do with a COUNTIF formula. Now this is only effective if all of the company names are spelt correctly. Now because I am only setting it up, it will be down to someone else to update and maintain it so I need it to be idiot proof. My thinking is to make the cells in the column for company names have dropdown boxes so the company can be selected from a list. Again, easily done with Data Validation. Now, just to complicate things further, if the company name isn't in the list when they click the dropdown box, I want them to be able to type it directly in, so that when they go to the next cell down to choose the next company, the one they previously entered will now appear as a selectable option from the list. I have googled it and found a few methods that work in a similar way, but the majority seem to be where you add the name of the new company into a dedicated cell, which is all well and good, but when the list gets to an axcessive amount of lines, it's a pain in the arse to have to keep scrolling up and down just to enter a name (I'm not a fan of the Freeze Panes option, don't ask me why, I just don't like the idea, especially if I have to then hand the document over to someone who isn't very "Excel Savvy") I know it seems like a really arse about face way of doing things, but like I said, I need it to be idiot proof. I would rather spend hours (or even days) setting it up and have 100% accurate data, than spend a few minutes and for the data to be wrong. Hope I haven't confused you too much, but could really do with a little help on this. Cheers Matt |
#4
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Posted to microsoft.public.excel.worksheet.functions
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Let's thank Debra for having such a great site.
Thanks for the feedback! -- Biff Microsoft Excel MVP "Matt" wrote in message ... Thanks Biff, that looks perfect. I'll try and decipher the coding and adapt it to my document. Time to dabble with Visual Basic for the first time ever. Wish me luck :) Matt "T. Valko" wrote: There is a sample file at this location: http://contextures.com/excelfiles.html#DataVal Look for: DV0012 - Update Validation List -- type a new value in a cell that contains data validation, and it's automatically added to the source list, and the list is sorted; a macro automates the list updates. -- Biff Microsoft Excel MVP "Matt" wrote in message ... Morning guys. I have a problem that sounds simple at first, but I'm really having a tough time getting it to actually do what I want. Know, my Excel knowledge is limited at best because everything I know is self taught, but here goes. I have created a list of our customer's details in Excel. The usual details are included such as:- Surname (column A), First Name (B), Company they work for (C), Address 1 (D), Address 2 (E), Town (F), County (G), Postcode (H), Phone number (H), e-mail (I), etc. Now the problem. I want to be able to automatically track how many people are from each company which is simple to do with a COUNTIF formula. Now this is only effective if all of the company names are spelt correctly. Now because I am only setting it up, it will be down to someone else to update and maintain it so I need it to be idiot proof. My thinking is to make the cells in the column for company names have dropdown boxes so the company can be selected from a list. Again, easily done with Data Validation. Now, just to complicate things further, if the company name isn't in the list when they click the dropdown box, I want them to be able to type it directly in, so that when they go to the next cell down to choose the next company, the one they previously entered will now appear as a selectable option from the list. I have googled it and found a few methods that work in a similar way, but the majority seem to be where you add the name of the new company into a dedicated cell, which is all well and good, but when the list gets to an axcessive amount of lines, it's a pain in the arse to have to keep scrolling up and down just to enter a name (I'm not a fan of the Freeze Panes option, don't ask me why, I just don't like the idea, especially if I have to then hand the document over to someone who isn't very "Excel Savvy") I know it seems like a really arse about face way of doing things, but like I said, I need it to be idiot proof. I would rather spend hours (or even days) setting it up and have 100% accurate data, than spend a few minutes and for the data to be wrong. Hope I haven't confused you too much, but could really do with a little help on this. Cheers Matt |
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