Using Excel drop-down lists to populate new list

So I'm working on building an invoice tracker for my company. I have a list already and using data validation I can select the fields that are common; company, invoice #, etc, etc...

Right now my boss despises this since the list is well over 1500 rows long.

What I've been tasked to create is a "home page" with simple drop-downs and basic entry fields to populate the "full" list. Then I have to make a separate summary sheet, where the company can be selected from a drop-down and all related invoices will populate.

I've gotten some of the sheet/cell links set but every time I change the data it changes on the "full" list. Is there a way to make this auto-fill and then lock so the next selection fills the next row?

Any help is appreciated. My boss is somehow convinced I know a lot more than I do and I haven't gotten deep in Excel in many years.

August 27th, 2015 8:00am

Hi

Without seeing your file, it's hard to know what You need but to answer your question. >>Is there a way to make this auto-fill and then lock so the next selection fills the next row?

The answer is yes.

See sample file at the link below. Maybe it can help you.

http://dropcanvas.com/0hh0l

If this information "Answer" your question, please take the time to mark the post "ANSWER"

John

Free Windows Admin Tool Kit Click here and download it now
August 27th, 2015 9:11am

Two possible suggestions:

1) Can you maintain a single "full" list and then use a Data Filter on that full list to select/display only invoices where the Company name matches the name selected in the Company Name drop-down?

2) Alternatively, could you define range names and then use List-type data validation where the Source is specified something like '=INDIRECT(CompanyName&"Invoices") Where the defined name "CompanyName" specifies the company of interest (e.g. "FooCo") and another defined name "FooCoInvoices" would contain the dynamically-built list of Invoices for FooCo?

cw

August 27th, 2015 11:36am

This topic is archived. No further replies will be accepted.

Other recent topics Other recent topics