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Table of valid codes
This is a common function in application systems, and I am sure there is
a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. |
Table of valid codes
Is this what you mean?
Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. |
Table of valid codes
Sorry, it is just the code I need returned. The description is a
reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. |
Table of valid codes
Do you mean something like a drop down list where you can select the code?
Biff "Quimera" wrote in message news:nhM3i.40775$Xh3.14567@edtnps90... Sorry, it is just the code I need returned. The description is a reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. |
Table of valid codes
A drop down list containing only the codes is not helpful in this
situation. A description of each code is required in order to make the correct selection... 100 Cash Bank 105 Trust Bank 110 Guaranteed Investment Certificates 120 Accounts Receivable Cash 130 Accounts Receivable Trust 190 Membership fee deposits 191 Membership fee remittances "T. Valko" wrote in message ... Do you mean something like a drop down list where you can select the code? Biff "Quimera" wrote in message news:nhM3i.40775$Xh3.14567@edtnps90... Sorry, it is just the code I need returned. The description is a reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. |
Table of valid codes
I, too, would use an additional cell. I think it makes it easier for both the
developer and the user. The user knows what code they picked and the developer uses an =vlookup(). But if you don't want to and you're running xl2k+ (won't work in xl97), you could use a worksheet change event that replaces the code type with the description. If you want to try this, right click on the worksheet tab that has that cell with data|validation. Select view code and paste this into the code window: Option Explicit Private Sub Worksheet_Change(ByVal Target As Range) Dim res As Variant Dim DVList As Range On Error GoTo ErrHandler: Set DVList = Me.Parent.Worksheets("sheet2").Range("myList") With Target If .Cells.Count 1 Then Exit Sub If Intersect(.Cells, Me.Range("a1")) Is Nothing Then Exit Sub res = Application.Match(.Value, DVList, 0) If IsError(res) Then 'do nothing Else Application.EnableEvents = False .Value = DVList(res).Offset(0, 1).Value End If End With ErrHandler: Application.EnableEvents = True End Sub Notice that A1 held the data|validation in my sample and my list used for data|validation was named myList. Change these if you need to. Then back to excel to test it. Quimera wrote: A drop down list containing only the codes is not helpful in this situation. A description of each code is required in order to make the correct selection... 100 Cash Bank 105 Trust Bank 110 Guaranteed Investment Certificates 120 Accounts Receivable Cash 130 Accounts Receivable Trust 190 Membership fee deposits 191 Membership fee remittances "T. Valko" wrote in message ... Do you mean something like a drop down list where you can select the code? Biff "Quimera" wrote in message news:nhM3i.40775$Xh3.14567@edtnps90... Sorry, it is just the code I need returned. The description is a reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. -- Dave Peterson |
Table of valid codes
This sample from my archives might indicate one way:
http://savefile.com/files/221672 Combo box from control toolbox toolbar_Example2.xls -- Max Singapore http://savefile.com/projects/236895 xdemechanik --- "Quimera" wrote in message news:EmV3i.45102$Xh3.33912@edtnps90... A drop down list containing only the codes is not helpful in this situation. A description of each code is required in order to make the correct selection... 100 Cash Bank 105 Trust Bank 110 Guaranteed Investment Certificates 120 Accounts Receivable Cash 130 Accounts Receivable Trust 190 Membership fee deposits 191 Membership fee remittances |
Table of valid codes
Yikes! I am just a basic Excel user, and I think I must have been dead
wrong in assuming there was a simple solution. This is what I do now, which is simple enough but a nuisance. Worksheet 1 requires a classification code for each detail financial transactio. The general description of the code is not required on Worksheet 1, only the detail of the specific transaction. For example, Code 742 represents "Office Expenses" in general, but the detail transaction description would be typed as e.g. "Printer cartridges". Worksheet 2 is a summary list of the transactions for each code. i.e. one row for each code. Column 1 is the code, Column 2 is the general description e.g. "Office Expenses" and Column 3 is the total (updated automatically from Worksheet 1) for all detail transactions for Code (nnn) The simple solution is to open Worksheet 2 to identify the correct classification code (if the user is not sure which one to use) and copy/paste it into Worksheet 1. What I had hoped to achieve was some way to display a selection/validation list of the codes and general description while in Worksheet 1 without having to look it up in Worksheet 2. It it can't be done, it will just have to remain one of life's little annoyances. Dave Peterson" wrote in message ... I, too, would use an additional cell. I think it makes it easier for both the developer and the user. The user knows what code they picked and the developer uses an =vlookup(). But if you don't want to and you're running xl2k+ (won't work in xl97), you could use a worksheet change event that replaces the code type with the description. If you want to try this, right click on the worksheet tab that has that cell with data|validation. Select view code and paste this into the code window: Option Explicit Private Sub Worksheet_Change(ByVal Target As Range) Dim res As Variant Dim DVList As Range On Error GoTo ErrHandler: Set DVList = Me.Parent.Worksheets("sheet2").Range("myList") With Target If .Cells.Count 1 Then Exit Sub If Intersect(.Cells, Me.Range("a1")) Is Nothing Then Exit Sub res = Application.Match(.Value, DVList, 0) If IsError(res) Then 'do nothing Else Application.EnableEvents = False .Value = DVList(res).Offset(0, 1).Value End If End With ErrHandler: Application.EnableEvents = True End Sub Notice that A1 held the data|validation in my sample and my list used for data|validation was named myList. Change these if you need to. Then back to excel to test it. Quimera wrote: A drop down list containing only the codes is not helpful in this situation. A description of each code is required in order to make the correct selection... 100 Cash Bank 105 Trust Bank 110 Guaranteed Investment Certificates 120 Accounts Receivable Cash 130 Accounts Receivable Trust 190 Membership fee deposits 191 Membership fee remittances "T. Valko" wrote in message ... Do you mean something like a drop down list where you can select the code? Biff "Quimera" wrote in message news:nhM3i.40775$Xh3.14567@edtnps90... Sorry, it is just the code I need returned. The description is a reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. -- Dave Peterson |
Table of valid codes
You had a suggestion to use another cell and use =vlookup().
You had a suggestion to use data|Validation and a worksheet event. You had a suggestion to use a combobox from the control toolbox toolbar. Why do you think that it can't be done? Quimera wrote: Yikes! I am just a basic Excel user, and I think I must have been dead wrong in assuming there was a simple solution. This is what I do now, which is simple enough but a nuisance. Worksheet 1 requires a classification code for each detail financial transactio. The general description of the code is not required on Worksheet 1, only the detail of the specific transaction. For example, Code 742 represents "Office Expenses" in general, but the detail transaction description would be typed as e.g. "Printer cartridges". Worksheet 2 is a summary list of the transactions for each code. i.e. one row for each code. Column 1 is the code, Column 2 is the general description e.g. "Office Expenses" and Column 3 is the total (updated automatically from Worksheet 1) for all detail transactions for Code (nnn) The simple solution is to open Worksheet 2 to identify the correct classification code (if the user is not sure which one to use) and copy/paste it into Worksheet 1. What I had hoped to achieve was some way to display a selection/validation list of the codes and general description while in Worksheet 1 without having to look it up in Worksheet 2. It it can't be done, it will just have to remain one of life's little annoyances. Dave Peterson" wrote in message ... I, too, would use an additional cell. I think it makes it easier for both the developer and the user. The user knows what code they picked and the developer uses an =vlookup(). But if you don't want to and you're running xl2k+ (won't work in xl97), you could use a worksheet change event that replaces the code type with the description. If you want to try this, right click on the worksheet tab that has that cell with data|validation. Select view code and paste this into the code window: Option Explicit Private Sub Worksheet_Change(ByVal Target As Range) Dim res As Variant Dim DVList As Range On Error GoTo ErrHandler: Set DVList = Me.Parent.Worksheets("sheet2").Range("myList") With Target If .Cells.Count 1 Then Exit Sub If Intersect(.Cells, Me.Range("a1")) Is Nothing Then Exit Sub res = Application.Match(.Value, DVList, 0) If IsError(res) Then 'do nothing Else Application.EnableEvents = False .Value = DVList(res).Offset(0, 1).Value End If End With ErrHandler: Application.EnableEvents = True End Sub Notice that A1 held the data|validation in my sample and my list used for data|validation was named myList. Change these if you need to. Then back to excel to test it. Quimera wrote: A drop down list containing only the codes is not helpful in this situation. A description of each code is required in order to make the correct selection... 100 Cash Bank 105 Trust Bank 110 Guaranteed Investment Certificates 120 Accounts Receivable Cash 130 Accounts Receivable Trust 190 Membership fee deposits 191 Membership fee remittances "T. Valko" wrote in message ... Do you mean something like a drop down list where you can select the code? Biff "Quimera" wrote in message news:nhM3i.40775$Xh3.14567@edtnps90... Sorry, it is just the code I need returned. The description is a reference only to help select the correct code. Thanks. "T. Valko" wrote in message ... Is this what you mean? Sheet1 A1 = code XX Find code XX in column A of Sheet2 and return its description from column B of Sheet2. =VLOOKUP(A1,Sheet2!A:B,2,0) Biff "Quimera" wrote in message news:d8I3i.40720$Xh3.35416@edtnps90... This is a common function in application systems, and I am sure there is a simple way to do it in Excel, but so far I haven't been smart enough to figure it out. I have a column of account codes on Worksheet 1. I want to be able to select a code cell, open Worksheet 2 containing one column for all valid codes and one column for the descriptions, select a code from Worksheet 2 and have it automatically inserted into the code cell of Worksheet 1. Thanks for your help. -- Dave Peterson -- Dave Peterson |
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