Using VBA In Excel To Create Formatted Document From Dropdown Lists
May 18, 2014
We have a proposal generation tool that we use that is based in Excel, and it works very well indeed. However, we're wanting to add a 'Custom Contract Generator' tab to the spreadsheet, and I'm at a loss with how to build it.
What it needs to do is :
- Allow the end user to select which contract clauses are required for the proposal they are working on, ideally via a range of dropdown boxes.
- Use that selection of clauses via dropdown box to create a compiled, formatted text list made up of those clauses.
- Enter that information into a landscape orientation Excel tab in such a manner as allows for tidy, business-suitable printing.
In short, I want the ability to pick what clauses we want to use, and have Excel generate a custom contract Terms and Conditions page based on my selection. And I've no idea where to start.
Part of my work involves the transfer of thousands of lines of Excel data into FileMaker and then exporting this data to Word where it is finally formatted for publication. What I'd ideally like is to skip the FileMaker step and simply have it so that I import all the data from my Excel file into a Word document in one swoop. The problem is that the eventual export can't feature tables, it would be the icing on the cake for the data to remain as formatted, and the data needs to read line<space>line<space>, vertically.
Essentially, I need to know how to take this from Excel ..
I expect to deploy over 200 iterations of a workbook (templates if you will) containing a mix of up to one hundred different attributes each with its own list of valid values. My problem is the attributes don't always default to the same column in every template workbook. Therefore, to make things easier for users I would like to create attribute valid value dropdown lists on the fly using the "Valid Values' table as the source data (see the attached). Since the attribute names will be the same from one template workbook to the next, I wanted to come up with a macro that would reference a source table (a separate workbook) containing all valid values for all attributes which users would be required to download to their local machine.
See the attached example workbooks and an example of a "Valid Values" list. Here's what needs to happen: When a user opens template workbook #1 I need drop down lists containing the valid values for the attributes contained in cell B3 (User Code),C3 (Department) and D3 (Category). Likewise, when another user opens template workbook #2, I need drop down lists containing the valid values in cell B2 (Department), C3 (Group), D3 (Category), E3 (Level), F3 (Material) and G3 (User Code). Notice that "Department", "Category" and "User Code" are data elements common between both workbooks but resident in different columns.
I have been working on a template using validation tool so as to create drop down lists. Now I have to select data from a combination of two fields.
Example: I need info from Dataset A and Dataset B to create a new drop down list from Dataset C.
I tried with If AND formula =IF(AND(B4="Test";B6="de10");"ok";"no") where due to the selected values I got Ok as a return answer. However I need to have a dropdown list of relevant values selected and I am having some issues.
When I name my group (Dataset C) as DE10 so that it can be linked to DE10 value (dataset B) so that I can do a validation then I get an error as DE10 is an excel field name; therefore I thought of the IF AND solution as I was thinking of doing so that I can name Dataset C as XYZ (instead of DE10) on the data sheet however I am having some trouble in getting the drop down list to work.
Basically I need a drop down list from dataset C when certain info is picked from Dataset A and Dataset B.
I'm using Excel 2007 and am trying to set up 3 columns of drop-down lists each dependent on the choice selected in the previous column's selection. It seems like it would be easy to figure out but I can't seem to do it.
I've already set up the arrays for the lists and "named" them but can't get the cell to be formatted automatically according to the previous columns selection.
I am working on a spreadsheet for my Building company. I'm building a tool to price for Fascia, Soffits and Cladding.
I'm using Macbook Pro Microsoft Office for Mac 2011
Please see attached file
The first sheet holds all the lists of products, Category Headings list is in column A and then all the relevant products and prices are then from B to BI. I have defined each category with a name by selecting the cells and entering a name in the name box.
The second sheet is a Calculator in which I would like a to have a drop down list in the Category Column (Which I have worked out how to do myself - good old google) and then a drop down list in the second column which lets the user select from a list of results based on the selection from the previous column.
Example: Category(B3) - 18mm Fascia/Replacement Board (Square White) - Drop down menu taken from sheet 1 A3:A33 Description (C3) - Drop down list containing all the options from D2:D15 Named "FasciaReplacementBoard18mmWhite"
So basically, whatever the user selects in Column B (from the category list) a drop down list would be available in Column C
The Value column would then show a value based on the options selected.
Basically, I have an excel spreadsheet with different valued items for example,
TV Essential l £15 TV Essential extra l £20
Broadband Essential l £ 8 Broadband Extra l £12
I have options for TV, Broadband and Phone. At the bottom of the spreadsheet I want three drop down lists to pick what TV, Broadband and Phone package I want. For example: TV Essential, Broadband Extra and Phone Weekend. I can create the lists but I was wondering if there was anyway where, as you select the option on each of the lists, a running total will be created. So when TV Essential is selected £15 is added to a cell, say F20. Then when Broadband Extra is selected another £12 is added to cell F20. And as you select different ones in each list the total in F20 changes.
I am having trouble delete a drop down list inspite of selecting clear all from the data validation tab in excel 2007. When I hit Alt + Down Arrow, I still see picklist options. I didnt set up the spreadsheet, hence I am not sure how to begin troubleshooting.
I'm using Excel 2010. I have a workbook that has six or seven worksheets in it. Each worksheet has a header row, and then lists of clients at the clinic where I work. The columns are last name, first name, medicaid #, social security #, DOB. We use these lists every month to verify that each client has Medicaid for the month. Therefore, there are also columns with names like April, May, June where we mark yes or no for each client. Some of the worksheets also have information about the clients' guardian, phone number, etc., but not every worksheet has those. (I can't show you the worksheets b/c of federal privacy laws, of course.)
I really, really want a worksheet that's a master list of the data from each of the existing worksheets, and I'd like to keep it synced to the source worksheets. I'd love it if I could also add a column telling me which of the source worksheets the data originally came from.
I've tried a few things to make it happen, but nothing has worked.
I've tried using the Consolidate function built into Excel as well, but that only works with numbers, not text, and it wants to manipulate the numbers instead of just copying them over.
I've found several macros online that should have worked (including one from this site) but that I wasn't able to install to my worksheet. I followed all the steps for installation, and throught it worked, but when I went back to the Excel file to run the macro, the list of available macros remained emptpy.
Is it possible that corporate IT has disabled the ability to install macros? Is there somewhere in Options were I need to go to turn Macros on?
I need a script that will turn a excel doc into a txt doc. Thats the easy part. The hard part (at least I think it is), is I need it to be in a certain format and I'll do my best to explain that fomat below.
I've written a ton of VB macros that do various things to a raw data sheet. I want now to create a custom menu (in the the menu ribbon bar at the top of the screen). I'd like this menu to be used to activate the various macros for whoever has my add-in.
I've found several examples on how to create an add-in, and creating custom menus, however they all for when someone opens a workbook with the code, and then they remove the custom menu when the workbook is closed. I would like my custom menu to stay on the users ribbon bar no matter what workbook they have open. The only time the custom menu should not appear is if the user removes the add-in.
I'm trying to figure out how to make a spreadsheet where in one column a type of asset is entered through a drop down menu and then the next few columns are attributes - model, pattern, manufacturer, etc. - that would all have values entered through drop down menus populated based on the choice of 'type of asset' in the first column.
I can get a drop down menu for the 'type' column and a dependent drop down in the second column based on choice of 'type' using =INDIRECT(), but I do that by naming the dependent lists of models for each type after the types listed in the list of types. Once I've done that I can't name the lists of patterns after the types because those names are in use by the model lists. So how would I make multiple lists of attributes associate with the same list of types?
I have a work book that contains various sheets with different information. I have two different categories in one of the sheets,1 which contains counties and the other containing districts.
I have done a validation for the county which allows me to pick a county from a drop down list which works fine.I would like to create a drop down list for the districts aswell such that when i select i.e southyorkshire from the counties dropdown list,the districts drop down list will bring only districts in southyorkshire,excluding all the other districsts.hopefully i'll like the same to apply to all other counties.
I have a workbook with several drop-down lists. The names for the lists are on a seperate sheet in the same workbook. I have used data-validation and allow list in all the cells with drop-downs. I have used =NAME in the source. I opened the workbook this afternoon for the first time in a couple of days and I am no longer able to select from a dropdown. I can type in the cells, but if I type something not included in the list, I get the "The value you have entered is not valid" error. So I feel like the validation is working on the cells, I'm just not able to select from a drop-down list. "In-Cell dropdown" is selected.
Im trying to create a spreadsheet which has a drop down list in a cell, then when a selection is made a predetermined dollar figure will be entered in the cell next to it.
For Example:
Cell A1 Drop down list I have 20 cities listed, If I select St. Louis, I want the cell next to it to populate with $250.
Every city has a different dollar amount tied to it. So any time I select a city I want the specified dollar amount to populate the cell next to it.
I have been able to use the previous information to create dependent drop down lists but I have been unable to apply the settings to entire columns versus just one cell.
Is there a way to get the dependent lists to correspond to the cell beside it without having to manually type in each cell name?
I'm trying to simplify a template we use regularly at work. On the front end page, the one that eventually gets turned into a PDF and sent to a customer, I have a selection of drop downs, which I am pretty comfortable with. I also have some other fields that are populated by vlookups, and again, I have no problem there. What I am struggling with is creating a second drop down list that only has options relative to the first drop-down list. From what I gathered by searching on this, I may have to change the format my data is in, note that I have a pretty basic knowledge of excel.
Master Data (from where I want all the drop downs to come from) - see attached screenshot.
Capture.JPG
So, on front end, I have a drop down that selects from column A. Beneath that there are two rows that auto-populate depending on what company was selected in the drop-down. What I want is a second drop down list from D, E & F.
So, If I select ABC Limited in the drop down menu, the second drop down should only have John, Jim & Jane as options.
Is it possible to do this with the data in the format I have, or would I need to change the format? I have +/- 500 entries to do, so obviously I'd like to not change my format if possible.
In worksheet 1 I have a list of employee numbers (column A) and and names (Column B)and in worksheet 2 I have a list of employee numbers (column A) and their payroll contracts (Column B). 1 employee can have multiple contracts).
What I'm trying to achieve in workshet 1 is to have a dropdown list ( Column C) which returns just the contracts that relate to the employee number in column A.
how to make few dropdown lists depending on one before.
Example: I have table with next data: COLUMN A: (A1) Expense Type ( in all columns under A1 are types of expenses );
(A2) total trip cost; (A3) Prize promo tour cost; (A4 ) court renting cost; (A5) Prize IPP cost
In columns B1, C1, D1, E1 are cities. Under each city is value for type of expense. I have uploaded worksheet for example.
Now, problem is next: I am trying to make drop down lists ( in new work sheet ) by using depending data from data table.
1.I made drop down list in first cell (let's say it is an A1 cell ) where I can chose city ( for example City of Zagreb ).
2.Then in next cell (B2) I would like to choose type of expense in drop down list ( for example Total trip cost ).
3.Finally, in C3 cell I would like to make drop down list that offers me just expense value for combination of chosen city ( Zagreb ) and chosen expense type ( Total trip cost ).
I have a dashboard with 2 validation dropdown lists - 1 for Brand name (text) and one for month (mmm-yy) which go and run various pivots, etc.This works perfectly - except the dropdown list is so small its unreadable.
So I've tried a workaround using Combo boxes which I found here:
This does work, but when I select a month on the 2nd Combo Box, it is then displayed in number format eg, 41699. I've tried changing the format to mmm-yy but it keeps displaying as a number.
I am trying to get a listbox I created in from DataValidation to be dependent on another list.
For example, when I select Course 1 (a list item) from the Course List drop-down, I want the cost to auotmatically populate in the Cost drop-down (the other list).
How do I get this to happen? Here is the code I created in VB, and I am not sure if this is the right course of action:
Sub Automated() Sheet1.Cells(2, 1) = "MATLAB" If (Sheet1.Cells(2, 1) = "MATLAB") Then Sheet1.Cells(2, 3) = "31" End If Sheet1.Cells(2, 1) = "INCA" If (Sheet1.Cells(2, 1) = "INCA") Then Sheet1.Cells(2, 3) = "41" End If
[code]....
I don't want to use the user form, however from VB. I want to use the regular drop-down. The code seems to work, but, each list item in the drop-down is not pulling the data I want it to. I need to activate the drop-down as a click event somehow. It's just recognizing the cell A2 as a whole and not the individual list items. I want to each list item to be their own object, and to automatically populate the cell C2 with their cost when they are selected.
I 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?
I am trying to do is create a document that will be available to sevaral people. The document will be edited by each person as needed. The completed document will then be used to order materials and supplies. What I want to hapen is each time the document is edited an alert is sent to the person responsible for the purchasing. I'm sure this is possible I just don't know how to do it.
I have a template document, created in MS Word. I want to generate, from Excel, a new document as would happen when you open the template from windows explorer or whatever ie. Template1.doc as opposed to Template.xlt.
The best I've managed to achieve is the opening of the template.
I am trying to set up a spreadsheet with linked dynamic drop down lists, based on a table.Using the OFFSET function, I have managed to get this to work if the table is on the SAME sheet at the drop down lists. But I want to be able to put the drop down lists onto a different sheet, so that I can lock and hide the table.
I don't want to use the 'name based on the previous column' idea, as the table is large and will change weekly. the drop downs show all values, even duplicates, which I would like to get rid of.
I have three drop-down boxes in 3 adjacent columns. Column 1 is free-choice, Columns 2 and 3 drop-downs are variable dependent on what is in Column 1. That works fine.
I have an issue with over-type but I can solve that with protection. Again fine.
BUT:
1. How do I make the user choose something i.e. not just leave the cell in column 2 or 3 blank by ignoring it (i.e. blank is an error but only after drop-down in column 1 is activated)
2. Also, if the user has completed the line (columns 1,2 and 3) and then changes column 1, columns 2 and 3 are now reading from the incorrect drop-down boxes (i.e. they are now in error but this is accepted and not flagged).
