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#1
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![]() Hello, I work on a help desk in a call center and we have a nifty worksheet where we can select the agent who calls us from a drop-down list. The problem is, we also have to select the supervisor from another drop-down list. I have been doing research on how to stream line this process by having the supervisor's name automatically displayed when we select the the agent's name from the drop-down list. Unfortunately, the guy who designed this worksheet no longer is with the company. I have already modified it to give statistics on the reps who call, but i'm trying to stream line the entering process. I know how to make drop-down lists and everything, but i'm having trouble with the returning value part. After some research, it looks like the VLOOKUP function will be the best bet, but i don't understand all of the arguments you have to enter. My data looks like the following: Worksheets: Entered!, Data! on Data!: A B AgentName1 Supervisor1 AgentName2 Supervisor2 AgentName3 Supervisor1 AgentName4 Supervisor3 etc. on Entered!, I want the following to happen: A B (when select) AgentName1 (want it to return) Supervisor1 (when select) AgentName4 (want it to return) Supervisor3 etc. From what I have found, the formula needs to look something like this: On Entered!: A B =VLOOKUP(A1, Data!A1:B1, 2, false) i'm sure you know why i'm getting the #NA error returned instead. I don't understand what the 2 or the false does and that might be the problem, though i'm sure it also has something to do with my cell references. Does anyone have any idea on how to get this to work? My second question is how do you get a default value to be displayed until you make a selection from the drop down list? The way I have my new sheet setup, it's blank until you make a selection. Any and all help will be greatly appreciated!! Thanks! Curiously yours, Andrew -- Budamon |
#2
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Hi!
About Vlookup......... =VLOOKUP(A1, Data!A1:B1, 2, false) i'm sure you know why i'm getting the #NA error returned instead. The first argument, A1, is the lookup_value. This is the value you want to lookup and the place you want to look for that value is the table_array which is the second argument, Data!A1:B1. The lookup_value is searched for in the leftmost column of the table_array. If the lookup_value is found you have to tell the function what column of the table_array contains the value to return that corresponds to the lookup_value. This is the third argument, col_index_num. In your formula the col_index_num is 2. The col_index_num is relative to the table_array. If the table_array range was Z1:AA10 the col_index_num would still be 2 because it's the second column in relation to the table_array even though it's physical location in the worksheet is column 27. The fourth argument is range_lookup. This argument is optional and if ommited, defaults to TRUE. This argument is used to tell the function if the table_array is sorted or not sorted for the purpose of finding either an exact match or the closest match. TRUE if it's sorted, FALSE if it's not sorted. You would use an argument of FALSE if you want to look for an exact match. You would use TRUE if you want the closest match that is less than the lookup_value if there is no exact match. Using the TRUE argument requires that the table_array be sorted in ascending order to work properly. The TRUE argument is used mostly for numeric ranges but also works for text. OK, let's try to figure out why your formula is returning an error. =VLOOKUP(A1, Data!A1:B1, 2, false) As written, the table_array consists of only 2 cells and one of those is supposed to contain the lookup_value. You have to increase the size of your table_array to match the range size of your table: AgentName1 Supervisor1 AgentName2 Supervisor2 AgentName3 Supervisor1 AgentName4 Supervisor3 Based on that table it would be: =VLOOKUP(A1, Data!A1:B4, 2, false) I'm assuming your drop down list is in cell A1 which is the lookup_value. If there is no selection made from the drop down and cell A1 is empty then the formula will return #N/A because there is no matching empty cell in the table_array. If there is a selection made from the drop down but that value does not exist in the table_array (using the FALSE 4th argument) then the formula will return an #N/A error. You can build into the formula tests that will check for both of these conditions and define some value to return instead of the #N/A error. To do this we need to use an IF function. The most popular method to do this is: =IF(ISNA(VLOOKUP(A1,Data!A1:B4, 2, false)),"",VLOOKUP(A1, Data!A1:B4, 2, false)) This formula does a first lookup and if the result is #N/A, returns a blank cell. If the first lookup does not result in #N/A then it does a second lookup and returns the the appropriate value. Biff "Budamon" wrote in message ... Hello, I work on a help desk in a call center and we have a nifty worksheet where we can select the agent who calls us from a drop-down list. The problem is, we also have to select the supervisor from another drop-down list. I have been doing research on how to stream line this process by having the supervisor's name automatically displayed when we select the the agent's name from the drop-down list. Unfortunately, the guy who designed this worksheet no longer is with the company. I have already modified it to give statistics on the reps who call, but i'm trying to stream line the entering process. I know how to make drop-down lists and everything, but i'm having trouble with the returning value part. After some research, it looks like the VLOOKUP function will be the best bet, but i don't understand all of the arguments you have to enter. My data looks like the following: Worksheets: Entered!, Data! on Data!: A B AgentName1 Supervisor1 AgentName2 Supervisor2 AgentName3 Supervisor1 AgentName4 Supervisor3 etc. on Entered!, I want the following to happen: A B (when select) AgentName1 (want it to return) Supervisor1 (when select) AgentName4 (want it to return) Supervisor3 etc. From what I have found, the formula needs to look something like this: On Entered!: A B =VLOOKUP(A1, Data!A1:B1, 2, false) i'm sure you know why i'm getting the #NA error returned instead. I don't understand what the 2 or the false does and that might be the problem, though i'm sure it also has something to do with my cell references. Does anyone have any idea on how to get this to work? My second question is how do you get a default value to be displayed until you make a selection from the drop down list? The way I have my new sheet setup, it's blank until you make a selection. Any and all help will be greatly appreciated!! Thanks! Curiously yours, Andrew -- Budamon |
#3
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![]() Biff, thank you SO much! ever consider teaching as a career? :) I can't wait to get to work (did i just say that?!?) and try it out. Thanks again and keep up the great work! Regards, Andrew Biff Wrote: Hi! About Vlookup......... =VLOOKUP(A1, Data!A1:B1, 2, false) i'm sure you know why i'm getting the #NA error returned instead. The first argument, A1, is the lookup_value. This is the value you want to lookup and the place you want to look for that value is the table_array which is the second argument, Data!A1:B1. The lookup_value is searched for in the leftmost column of the table_array. If the lookup_value is found you have to tell the function what column of the table_array contains the value to return that corresponds to the lookup_value. This is the third argument, col_index_num. In your formula the col_index_num is 2. The col_index_num is relative to the table_array. If the table_array range was Z1:AA10 the col_index_num would still be 2 because it's the second column in relation to the table_array even though it's physical location in the worksheet is column 27. The fourth argument is range_lookup. This argument is optional and if ommited, defaults to TRUE. This argument is used to tell the function if the table_array is sorted or not sorted for the purpose of finding either an exact match or the closest match. TRUE if it's sorted, FALSE if it's not sorted. You would use an argument of FALSE if you want to look for an exact match. You would use TRUE if you want the closest match that is less than the lookup_value if there is no exact match. Using the TRUE argument requires that the table_array be sorted in ascending order to work properly. The TRUE argument is used mostly for numeric ranges but also works for text. OK, let's try to figure out why your formula is returning an error. =VLOOKUP(A1, Data!A1:B1, 2, false) As written, the table_array consists of only 2 cells and one of those is supposed to contain the lookup_value. You have to increase the size of your table_array to match the range size of your table: AgentName1 Supervisor1 AgentName2 Supervisor2 AgentName3 Supervisor1 AgentName4 Supervisor3 Based on that table it would be: =VLOOKUP(A1, Data!A1:B4, 2, false) I'm assuming your drop down list is in cell A1 which is the lookup_value. If there is no selection made from the drop down and cell A1 is empty then the formula will return #N/A because there is no matching empty cell in the table_array. If there is a selection made from the drop down but that value does not exist in the table_array (using the FALSE 4th argument) then the formula will return an #N/A error. You can build into the formula tests that will check for both of these conditions and define some value to return instead of the #N/A error. To do this we need to use an IF function. The most popular method to do this is: =IF(ISNA(VLOOKUP(A1,Data!A1:B4, 2, false)),"",VLOOKUP(A1, Data!A1:B4, 2, false)) This formula does a first lookup and if the result is #N/A, returns a blank cell. If the first lookup does not result in #N/A then it does a second lookup and returns the the appropriate value. Biff "Budamon" wrote in message ... Hello, I work on a help desk in a call center and we have a nifty worksheet where we can select the agent who calls us from a drop-down list. The problem is, we also have to select the supervisor from another drop-down list. I have been doing research on how to stream line this process by having the supervisor's name automatically displayed when we select the the agent's name from the drop-down list. Unfortunately, the guy who designed this worksheet no longer is with the company. I have already modified it to give statistics on the reps who call, but i'm trying to stream line the entering process. I know how to make drop-down lists and everything, but i'm having trouble with the returning value part. After some research, it looks like the VLOOKUP function will be the best bet, but i don't understand all of the arguments you have to enter. My data looks like the following: Worksheets: Entered!, Data! on Data!: A B AgentName1 Supervisor1 AgentName2 Supervisor2 AgentName3 Supervisor1 AgentName4 Supervisor3 etc. on Entered!, I want the following to happen: A B (when select) AgentName1 (want it to return) Supervisor1 (when select) AgentName4 (want it to return) Supervisor3 etc. From what I have found, the formula needs to look something like this: On Entered!: A B =VLOOKUP(A1, Data!A1:B1, 2, false) i'm sure you know why i'm getting the #NA error returned instead. I don't understand what the 2 or the false does and that might be the problem, though i'm sure it also has something to do with my cell references. Does anyone have any idea on how to get this to work? My second question is how do you get a default value to be displayed until you make a selection from the drop down list? The way I have my new sheet setup, it's blank until you make a selection. Any and all help will be greatly appreciated!! Thanks! Curiously yours, Andrew -- Budamon -- Budamon |
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