98.7% Of all customers recommend us, we're so confident about our results we publish all reviews and stats
View Live Stats View Reviews
Forum home » Delegate support and help forum » Microsoft Excel Training and help » Excel
Excel
Resolved · Low Priority · Version 2016
Fri 22 Dec 2017, 12:03Delegate Luka said...
Luka has attended:
Excel Intermediate course
Excel
I'm trying to create a template like the one in the video:
https://www.youtube.com/watch?v=zBRS1x3WmTo& ;t=8s
At about 2 minutes the video shows reps and set numbers being edited in one sheet and then in another the user selects the reps and sets from a list using the data validation tool.
The relevant sets and reps are then copied into the appropriate cells.
1. How do I make this dynamic sheet where tables of sets and reps can be edited and then be referenced automatically in the data validation list drop down?
2. How can I get the data validation dropdown to copy over a table of sets and reps into appropriate cells?
Thanks in advance
Fri 22 Dec 2017, 13:31Trainer Sarah said...
RE: Excel
Hi Luka
Thanks for your question!
I can see you've attended our Intermediate Excel course, data validation is actually a topic covered in our Advanced Excel course. If you go to the 'Resources' section of our website you can download our Advanced Manual for free, which has a whole chapter describing how to use data validation.
I recommend having a read through this as it should outline how to do what you're asking.
If you still have problems, let us know and we can troubleshoot this with you. Please be aware our office is closed over the Christmas period.
Happy Christmas!
Regards,
Sarah
Excel Trainer
Fri 22 Dec 2017, 15:04Delegate Luka said...
RE: Excel
Hello Sarah,
Thanks for the reply, but I don't have an issue with using the Data validation tool - I have a problem with writing the correct formula and integrating the right functions within the data validation tool to do what I outlined above.
Did you watch the video I attached? It may help with the context surrounding my question
Wed 3 Jan 2018, 09:10
Edited on Wed 3 Jan 2018, 15:42Trainer Jens said...
RE: Excel
Hi Luka,
Please find attached Excel file.
I have made an example using range name, the Indirect function, the substitute function and Datavalidation.
I hope my example makes sense.
If you cannot see the attachment please refresh (F5).
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
Attached files...
DataValIndirect.xlsxThu 4 Jan 2018, 10:00Delegate Luka said...
RE: Excel
Thank you Jens,
How would I change the formulas to display the whole list?
At the moment selecting 'SalesEast2' in department gives the option of Minna, Henrik or Justin in the adjacent cell.
I wish to display all the names in the SalesEast2 in a chosen set of cells based on choosing 'SalesEast2' from a dropdown. The video I provided in post shows this.
Previously I have tried using the VLOOKUP function but was unsuccessful, maybe you know a simpler way.
Thanks,
Luka
Thu 4 Jan 2018, 10:29Trainer Wendy said...
RE: Excel
Hi Luka
Both Jens and Sarah are in training at the moment.
I have watched the video but unfortunately, that shows you how to use a preset template not how to create it. Have you tried using their template and amending it?
Using the file Jens sent, the reason you're only seeing 3 people on the list is because they are the only people allocated to the sales region selected.
To understand Indirect formulas and substitute, try downloading the Formulas and Function manual where it explains how those formulas work. Named Ranges will be covered in the Excel Advanced course.
Are you trying to recreate the file shown on the video?
Kind regards
Wendy
Thu 4 Jan 2018, 17:37Delegate Luka said...
RE: Excel
Dear Wendy,
Just like previously stated i wish to know how to create a template like that.
At 2:25 in the video a table is being populated, then another sheet is selected and when the dropdown referencing the previous table is selected, the table contents is displayed.
thanks,
Luka
Wed 10 Jan 2018, 14:51Trainer Jens said...
RE: Excel
Hi Luka,
It is probably created as a Worksheet Change Event in the Visual basic editor.
If you have VBA knowledge you should write a code. Otherwise I cannot see other solutions than using lookup and reference functions. Vlookup is an option, but I normally tell my clients to keep away from the Vlookup. Excel is not very good handling the Vlookup. It takes time to open the workbook and it slows down everything in the workbook, if we use to many of them.
The combination Index and Match it much faster and more dynamic solution.
Kind regards
Jens Bonde
Microsoft Office Specialist Trainer
Tel: 0207 987 3777
Best STL - https://www.stl-training.co.uk
98%+ recommend us
London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector
Wed 17 Jan 2018: Automatically marked as resolved.
Training information:
See also:
|
Welcome. Please choose your application (eg. Excel) and then post your question. Our Microsoft Qualified trainers will then respond within 24 hours (working days). Frequently Asked Questions
Any suggestions, questions or comments? Please post in the Improve the forum thread. |
Excel tip:How to apply the same formatting and data to multiple sheets at the same time in Excel 2010When you want to format more than one sheet in a worksheet exactly the same way, Ctrl-click the tabs of the sheets you want to group together and they will all turn white. While they are grouped, anything you enter in one sheet gets entered into the others. |
