I've had a search on here, but can't quite find what i'm looking for. I have a cover sheet with a drop down list which has customers in it. under it I have the customers address, phone etc. What I am trying to do is when I click on a particular customer, I want the address and phone numbers to all fill in automatically. I have tried a few things, but to no avail.
View 12 RepliesI have a workbook that I open for each job we receive. On the first sheet I call the job information sheet I hand enter the following info
Customer name in one merged cell
address in one merged cell
city and state zip in one merged cell
This info is then transferred to a few other sheets within the workbook IE invoice sheet, Labor sheet ect
I would like to created a customer list that I can use a pull down list and input this info on the job information sheet
I have attached a copy of my file for reference.
Master CoopyALL SEASONS MATERIAL & LABOR REPORT.xlsm
I have a very detailed spreadsheet with drop down lists. I would like to block other cells if previous cells have certain selections. I have 7 columns of data that get inputted throughout the month. These cells have drop down selections that I have created. Is there any way to create a drop down menu AND another data validation? So If a selection is made, then the next cells will be blocked, using data validation "custom"?
View 2 Replies View RelatedI have a long customer listing, names 5 to 36 characters and several with their location in the name as well as a few common duplicate names. I am trying to produce sheet where the customers name once selected opens in the customers spreadsheet and data can be added/amended for sales etc.The lists are not in alphabetical order as when created a customer number is automatically allocated. My aim is just to type in the first letter of the name and the dropdown appears the customer is selected and their card appears. I have tried data validation, lookup, vlookup, Dropdown and Match/find. they only return the first record found and no sign of any others. Find returned all instances of the letter appearing in every name.
View 9 Replies View RelatedI am currently building a sheet that requires a drop down box that will auto-populate two separate fields. I have tried to the point of being suicidal to make this work but to no avail.
A detailed explanation:
The worksheet containing the drop down list and fields that need to auto-populate.
sheet example.png
The raw data, located on a separate tab in the same workbook. (Note: there are over 1500 rows of data)
sheet example 2.png
The drop down box will be in the "Description" column and will contain a list of services my company provides. Once selected it will auto-populate the "Rate" column and the "Item ID" column. The raw data that the list is pulling from is located on a separate tab.
I can make the list just fine, it's easy enough to just go to the Data Validation feature and point to where you want the list and where you want the data to come from, but getting the list to pull the data from different columns and go into the columns on the work sheet is apparently beyond my knowledge of excel. I figured it would just be a simple formula setup through the VLOOKUP formula wizard but I've tried it at least 20 different ways, all of which fail. I've tried HLOOKUP too but it also failed.
I am trying to attempt to create a payroll spreadsheet with certain aspects and with multiple worksheets. so what im trying to accomplish is this
1/ on my main worksheet would have the payroll template there would be 2 columns (1) would be "routes" (2) would be the dollar value of that route.
2/ i want to be able to pick from a drop down list in colume (1) which will have various routes such as A,
B, C, D, E etc
3/ once i have selected a route in colum (1) i want to have the dollar value that is associated to that route to show up in column (2)
ex/ route A worth $1
route B worth $2
create a dropdown list but thats about it, i have not been able to link any values together.
I am building a golf spread sheet with page 1 being where I will input scores, also on this page I have a drop down list with the 9 golf course names. What I have done is I have added 9 sheets with the names of each golf course, on this sheet I have added the scorecard. So what i am wanting to do is, on sheet 1 use a drop list with the name of the course, then choose what tees we are using and let it populate on sheet1 hole 1 thru 18, with the yardage and par for the hole.
View 4 Replies View RelatedIs it possible to assign values to names in a list, so that when you validate it as a drop-down list, you can select a name from the drop-down and it's corresponding value will be added to separate cell? Basically, I have survey questions which have five possible responses: Excellent - Very Good - Good - Fair - Poor. We want to assign a value to each, 5 for Excellent, 4 for Very Good and so on, so that when a response is selected from a drop-down, it's value appears in a separate cell (so that we can calculate a total and average score from the selections).
View 5 Replies View RelatedI have a spreadsheet with data of customer orders. I am looking for a way to pull the customers who have placed an order between January and August, but did NOT place an order in September (in order to reach out to those customers who have stopped ordering).
I can't post attachments for some reason, so this is a description of how the sheet looks.
Column:
A - Delivery Date (MM/DD/YYYY)
B - Month (MM) --> formula created to pull month from column A. For example 2/12/2013 returns "2"
C - First Name
D - Last Name
I need to find a way to create a list of customers, without duplicates, who placed an order previous to Sept, but not in Sept. So, pull unique names from column C and D that have an entry in column B of 1-8, but NOT 9.
I have two pivot tables on one sheet and I want the page fields on the second to change when I change the first pivot table. I found the below code and have applied it to one of the three page fields I have, but can't seem to duplicate it for the other page fields:
View 7 Replies View RelatedI've got a list of donor names, names listed multipled times in Column A, each row with different donation data. For instance:
Sheet 1
A1 - Mary Jones, B1- Internet Donation
A2 - Mary Jones, B2 - Silent Auction Purchase
A3 - Mary Jones, B3 - Event Ticket Purchase
A4 - Gary Jones, B4 - Foundation Grant
A5 - Gary Jones, B5 - Internet Donation
A6 - Sara Parker, B6 - Event Ticket Purchase
I want Excel to compare rows A1 and A2, and if the name has not changed, enter the donation data from Column B into another sheet that will just list that person's name once:
Sheet 2
A1 - Mary Jones, B1- Donation1, C1 -Donation2, D1 - Donation3
A2 - Gary Jones, B2 - Donation1, C2 - Donation2, D1 - Donation3 (which would return no value because there the name changes
Does this involve IF, MATCH or VLOOKUP formulas?
I'm trying to work out how to allow a formula to be changed by pointing part of the code at a drop down list containing worksheet tab names from another workbook.
View 2 Replies View RelatedI've created a name range and i'm now trying to link this to a series of pics
For example
Sheet 1 I have in A1 the drop down box (to be about 50 long)
Sheet 2 I have all pictures named as per the list in sheet 1 e.g
Named dropdown list
Apple
Banana
Pear
Corresponding pictures named
Apple
Banana
Pear
What I am trying to achieve is when "apple" is picked from the dropdown list that the "apple appears say in C1 on sheet 1
PS. Forumula based such as IF or Index etc ican't use VBA or macros yet !!!!!
I need to link this summary sheet projects to this plant and equipment list sheet to show each project numbers separate weekly cost hire on the summary sheet.
View 3 Replies View RelatedI have two identical drop down lists (months i.e. Jan, Feb, Mar ...) in two different sheets but in the same workbook. Is there any way where the user changes the month in sheet 1 & the other drop down list in sheet 2 changes automatically to the same month selected by the user in the sheet 1 or vice-versa?
View 1 Replies View RelatedI've named some cells in the source workbook, and linked these names to the destination workbook. Then I used the names in some formulas in the destination workbook, and it worked great. But when I closed the source workbook it doesnt work. WHen I open the source it works great, but I need for it to be able to link to the workbook when it is closed as well.
View 9 Replies View RelatedI am tracking my sales interactions and am trying to link cells so when I update on one sheet it updates my last "customer touch" on a master sheet. Current formula-
On "sheet1" I selected a cell and used this formula... =sheet2!$b$7
The problem is that I want to keep a history of what was in that sheet 2 B7 cell so i insert a row (making B7 move down and become B8) and enter new info into the new b7. if I go back to sheet1 the formula in the selected cell becomes =sheet2!$b$8 I want it to stay to =sheet2!$b$7 no matter what I do... insert rows, delete rows etc...
in short what i am trying to do is have a cell in sheet1 show my last interaction with the customer and keep a history of in sheet2-infiniti.... with the caveat that my last interaction on sheet 2 etc... is listed first (thus the insert row)
I have an array of data that I want to be able to filter based on the selection in a dropdown box. For instance, If I select district manager, I want to show the data of only the people who are successors for district manager. For my own reasons I want to use this method rather than just applying the standard filters to the column headings.
I have attached a sample workbook : DummyData.xlsx
I have a database output file where one of the columns contains managers names, often more than once. I want to apply an autofilter on manager name and then copy the result to another sheet or sheets. My criteria for the autofilter is a variable pointing to a list of names that at present I maintain by hand; a for-each-next loop then cycles through the names.
What I would like to do, before running the autofilter code, is to create the list of names via code. This would then automatically pickup names that are missing.
The code I have so far is below:
Public Sub find_managers()
Dim managers1 As Range
Dim names1 As Range
Dim n1 As Variant
Dim n2 As Variant
In my mind it should check the names in the unique list against the imported list and add any missing names.
I got the attached dashboard example from a source online.
I was wondering how they linked their pivot chart with a drop down (data validation). This is the pivot chart on the bottom right that is labeled "Brick Styles".
Dashboard_Your_Scorecard_Complete_2010-1.xlsx
I have an excel sheet (version 2010) that has a few sections that you can add in names (via drop down box). I also have a spot where i want these names to populate - on a second sheet.
Ex
Truck #1:
1. _____
2. _____
3. _____
4. _____
5.______
Truck #2:
1. _____
2. _____
3. _____
4. _____
5.______
Truck #3
1. _____
2. _____
3. _____
4. _____
5.______
Truck #4
1. _____
2. _____
3. _____
4. _____
5.______
6.______
7.______
8.______
My problem is when I refer to the first worksheet from the second worksheet it shows blanks where there are no names. For example i want the second sheet [ LOC ] to show the names that appear under Truck #1, #2, #3, #4 - but truck #1 may not always have names under it?
Sample Excel file attached - Help.xlsx
I would like to Use two drop down list with two set of information to automatically update fields.
I have Job Titles (1-6) and Step (1-5). Each Job Title has a new pay rate and each step is an increase in pay. What I am trying to do is set up a drop down list where some one can drop down Job Title and step and have the rate automatically fill in.
I am able to get the Job title to auto fill the rate field, but am having trouble incorporating the step into the formula.
Here is what i currently have:
=VLOOKUP(H6,'Pay Rate'!$B$2:$G$12,3,FALSE)
H6 = Job tilte field on 'WorkSheet' (Sheet1)
'Pay Rate'!$B$2:$G$12 = Sheet2 and Step increases per Job Title
3 = the current column I was working with in order to make the rate appear
False = for exact info
I do not want to combine the two columns but keep them separate drop down list.
I have the catalog #s of some products in column A, and I have the brand in column B, Product name in Column C, and the model # in Column D. I want to create a formula that if I select the catalog # it should autopopulate the brand in column B, product name in column C and the model # in column D!!
And I have the brand/product & model # in a different sheet!!
I have a list of customers that contains duplicate records. These records ALSO include thier addresses WHICH may or may not be identical.
Example: Customer with LAST NAME in A1, FIRST NAME in B1 may be the same person as A2 and B2, however each record may have a different address in column C1 and C2 respectively.
I want to be able to filter out all duplicate customers based soley on the first and last name (data in columns A and B).
I am almost done with form I have been making and so far this forum has been invaluable.
My last hurdle is this:
I have a list of Tax Exempt Customers that when thier name is entered into the form, I would like it to not add tax.
I have tried a forumula like this:
=IF(CustName='CustTaxExemptList'!D2:D27,"Exempt",(=VLOOKUP(qtProjAddress3,'City Mileage and Tax Rates'!A2:C702,3))
The above formula does not work, but I dont know why. I want it to lookup the city tax and add it in if the customer is not on the tax exempt list.
I have a spreadsheet which I am trying to use to capture customer data. What I want to happen is whenever I enter a new record, the date appears automatically in a Date column ....
View 6 Replies View RelatedI have created a excel workbook in which I use for keeping up with storage unit rent. I have a tenant list sheet and each tenant has a sheet on which I keep up with charges and credits. What I want is a macro the will loop thru each tenants sheet based on tenant list and insert data and go to the next sheet. I found this on the web:
[Code] ......
I need to compare two lists of client names. One list has 59k names to be compared to second list of 1000 names.
The list of 59k are listed in column D and the other list is in Column E. I tried conditional formatting but unfortunately some of the names are slightly different I.e. fair point communications vs fair point communications inc. I was trying to put in v lookup with a trim function but it didn't seem to be working.
Can I create data validation list of the names created in the name box or of the sheet tab names?
View 5 Replies View RelatedIs it possible to produce a list on a new worksheet of all sheet names and their their internal names within a workbook?
If so I would like the tabbed name's to begin in say A2 with the corresponding internal name in B2.