ExcelBanter

ExcelBanter (https://www.excelbanter.com/)
-   Excel Worksheet Functions (https://www.excelbanter.com/excel-worksheet-functions/)
-   -   Drop Down Menu AutoPopulate Contact Info? (https://www.excelbanter.com/excel-worksheet-functions/262593-drop-down-menu-autopopulate-contact-info.html)

Clay H

Drop Down Menu AutoPopulate Contact Info?
 
I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out quotes
to (it's about 20 people). I have figured out how to make a drop down list
with a bunch of names but I would like it so that when I select a name from
the drop down menu, the customers contact info pops up on the quote under the
name. Is this even possible?

Thanks!

ozgrid.com

Drop Down Menu AutoPopulate Contact Info?
 
Use VLOOKUP or INDEX/MATCH
http://www.ozgrid.com/Excel/excel-vlookup-formula.htm
http://www.ozgrid.com/Excel/left-lookup.htm



--
Regards
Dave Hawley
www.ozgrid.com


"Clay H" <Clay wrote in message
...
I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out
quotes
to (it's about 20 people). I have figured out how to make a drop down list
with a bunch of names but I would like it so that when I select a name
from
the drop down menu, the customers contact info pops up on the quote under
the
name. Is this even possible?

Thanks!



Dave Peterson

Drop Down Menu AutoPopulate Contact Info?
 
I'd build a table on a separate worksheet.

Put the customer names in column A and the rest of the contact stuff in B:E
(say).

Then if A1 contained the dropdown (data|validation???) for the names, you could
use this:

In A2:
=if(a1="","",vlookup(a1,sheet2!A:E,2,false)
In A3:
=if(a1="","",vlookup(a1,sheet2!A:E,3,false)
....

If you send that workbook to your customers, remember that you'll want to
convert these formulas to values and delete that table sheet.

(I wouldn't want to share customer x info with customer y.)

Clay H wrote:

I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out quotes
to (it's about 20 people). I have figured out how to make a drop down list
with a bunch of names but I would like it so that when I select a name from
the drop down menu, the customers contact info pops up on the quote under the
name. Is this even possible?

Thanks!


--

Dave Peterson


All times are GMT +1. The time now is 12:35 AM.

Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
ExcelBanter.com