A bit of a noob with Excel. I’m trying to help my department by making an assignment front sheet that will insert data based on the selections made.
So far I have created a drop down list that will check for unit number (data validation -> list -> named range), which in turn adds the unit name (index and match named ranges) and shows only available criteria linked to that unit (data validation -> list -> indirect). The problem that I am having is getting the criteria descriptor to show up in the cell next to the chosen criteria.
I don't want to be using VBA or any macros as the staff and IT Techs are paranoid about security. A formula based solution would be great.
It probably makes more sense if you download(updated link) my spreadsheet.
Thanks
AC
I Think your actually looking for this
=INDEX(Unit1_Criteria_Descriptor,MATCH($C17,INDIRECT(SUBSTITUTE($J$7," ",""),0)))
Your unit in C17 has a space "Unit 2" so i am using SUBSTITUTE to remove before i pass it to INDIRECT so that the MATCH is looking up the right column
If I've understood the data in your sheet correctly, you can use a VLOOKUP
In Cell D17: =IF(ISBLANK(C17)=FALSE,VLOOKUP(C17,Data!$L$2:$M$14,2,FALSE))
In Cell D18: =IF(ISBLANK(C18)=FALSE,VLOOKUP(C18,Data!$L$2:$M$14,2,FALSE))
In Cell D19: =IF(ISBLANK(C19)=FALSE,VLOOKUP(C19,Data!$L$2:$M$14,2,FALSE))
etc.. for as many rows you have.
I'm not sure if the extra columns are meant to be populated too using the data in your data sheet, but its fairly simple to adjust the VLOOKUP to do this.
Update
My code above doesn't work as I didn't look at the validation stuff. I've edited your example work book, and it should now display the correct details.
The colours in the data sheet are just to show the name'd ranges I've used.
https://dl.dropboxusercontent.com/u/10316127/2015-Assignment_.xlsx
Related
I have some materials in column B, a few among these are in a Table definition called Material_List. In D49 I am trying to write a conditional statement such that, if the data in B49 already exists in the table definition, then print the header name or else INDIRECT($49). C49 has the independent dropdown list and D49 will be the dependent.
In D49 I have used the following formula within the Data-->Data Validation-->Source=
=IF(MAX((ISNUMBER(MATCH(Material_List;$B49;0))*COLUMN(Material_List)))=0;
INDIRECT($C49);
INDEX(Material_List[#Headers];1;MAX((ISNUMBER(MATCH(Material_List;$B49;0))*
COLUMN(Material_List))))))
with Allow=List. But it says Error "There is a problem with this formula"
When typed the following formula in cell D50 directly, it works well but obviously without dropdown.
=IF(MAX((ISNUMBER(MATCH(Material_List;$B50;0))*COLUMN(Material_List)))=0;
INDIRECT($C50);
INDEX(Material_List[#Headers];1;MAX((ISNUMBER(MATCH(Material_List;$B50;0))*
COLUMN(Material_List))))))
I am trying to build a dropdown list based on the mentioned criteria. could anyone please tell what is wrong with my formula?
I think the main issue with your formula is that you cannot use table references in the data validation.
Don't ask me why. I think it is just an outstanding Excel bug which hasn't been fixed yet. Please see this link for further info: https://exceloffthegrid.com/using-an-excel-table-within-a-data-validation-list/
The best way I have found to work around this is to create a named range which refers to the table references you need ("Material_List" and "Material_List[#Headers]" in your case). Then you can use those named ranges in your data validation instead of the table references directly.
However, I think there are also other issues with your formula. For example, this part:
MATCH(Material_List;$B50;0)
Normally a MATCH would be in the format of:
MATCH(<single value to look for>, <range to look in>, 0)
You appear to have that reversed, meaning that it should always return a #VALUE! error.
Also, I don't think you can use match on a 2D array, so if your "Material_List" table is more than a single column, that would also cause it to return a #VALUE! error.
UPDATE:
The way I would tackle dependent dropdowns would be as follows.
I would create a "Material_List" table similar to below (could be on a hidden sheet):
Then I would create 3 named ranges.
One for the table body range, called "MaterialList_TblRange":
=Material_List
One for the table header range, called "MaterialList_TblHeaderRange":
=Material_List[#Headers]
And one to refer to the dependant dropdown options, called "DropDownOptions" (this is by far the most complicated part):
=INDEX(MaterialList_TblRange,1,MATCH(Sheet1!$B23,MaterialList_TblHeaderRange,0)):INDEX(MaterialList_TblRange,COUNTA(INDEX(MaterialList_TblRange,1,MATCH(Sheet1!$B23,MaterialList_TblHeaderRange,0)):INDEX(MaterialList_TblRange,ROWS(MaterialList_TblRange),MATCH(Sheet1!$B23,MaterialList_TblHeaderRange,0))),MATCH(Sheet1!$B23,MaterialList_TblHeaderRange,0))
I will explain what this is doing in a moment.
The last step is to set up the data validation where we want our lists.
Where we want the master lists to appear, we can simply enter:
=MaterialList_TblHeaderRange
And the defendant dropdown validation can be entered as:
=DropDownOptions
This is the result:
Now back to the long "DropDownOptions" named range formula...
Basically, we use INDEX:INDEX to select the first/last cell in the range we want to use in out dropdown.
The first INDEX:
=INDEX(MaterialList_TblRange,1,MATCH(Sheet1!$B23,MaterialList_TblHeaderRange,0))
Simply selects the first cell from the column whose header matches the selection in our first dropdown.
The second index does the same, except that instead of selecting the first cell in the column, it counts the number of cells that contain text and uses that as the last cell in the range.
This does mean that we mustn't have any gaps in this table, otherwise an option might be missed off the end.
I hope this makes sense.
I've been struggling with this longer than I care to admit, but I have a fairly simple OFFSET function call which works on one sheet, but if I copy it to a different sheet it gives a #VALUE error.
On a sheet named "Deliverable" I have this formula in a cell:
=OFFSET(Deliverable!$B$72,1,0,,3)
and it works fine.
If I go to any other sheet and use the same exact formula, or use it in the Name Manager, it gives a #VALUE error.
If I leave off the final parameter indicated the number of columns I want, it does work:
=OFFSET(Deliverable!$B$72,1,0)
but of course isn't giving me the range I need.
Any idea what's going on with this?
I'm using Excel 2016 on Windows 7.
-- Updated Info --
In a nutshell, my spreadsheet has two cells which I'm using as dropdown lists, where the 2nd cell's list feeds off the selection in the first. The data they are based on has this format:
OptionA A B C D
OptionB A B
OptionC D E F
So the first dropdown uses a simple Data Validation source pointing to the column with OptionA, OptionB, etc. Once that's chosen, the second dropdown list should contain the appropriate options for the one selected. So if OptionB is selected, then the 2nd dropdown list should show A and B.
When I initially wrote this, the data validation source was just a simple VLOOKUP entry, but the lists often had blanks since the number of options varies for each entry. Wanting to fix it up a bit, I ended up with this formula:
=OFFSET(Deliverable!B72,Deliverable!B87,0,1,COUNTA(OFFSET(Deliverable!B72,Deliverable!B87,0,1,5)))
There won't be any more than 5 options, and there are no empty cells in the middle of the data to filter out.
In one spreadsheet I have I used this as a named range definition, then specified the named range for the cells data validation source and it worked. In this other spreadsheet however, it gave me the error described earlier.
However, it looks like when I enter the statement directly into the data validation source field and not in the name manager, it works as expected.
Am I taking the totally wrong approach?
What is it that you want this formula to do? As written, it is returning a block of three horizontal cells. The #VALUE error is Excel's way of telling you "Hey, you're trying to return three cells, but I can't fit them all in the one cell that you are calling this formula from".
The reason you see a result in some places and not others is because of something called Implicit Intersection. Give it a spin on Google. But basically, it just returns whichever one of those three results corresponds to the column that the formula is entered into. If you copy that exact same formula to say row F you will see that it returns a #VALUE error there, because it doesn't know what cell it should return given the column you're calling it from doesn't match any of the cells it is returning. The fact that you don't know this indicates that the formula you're using doesn't in fact do what you think it does.
--UPDATE --
Okay, following your further clarificaiton it seems that you're talking about Cascading Dropdowns aka Dynamic Dropdowns. Lots of info on Google about how to set these up, but you may be interested in an approach I blogged about sometime back that not only provides this functionality, but also ensures that someone can't later on go and change the 'upstream' dropdown without first clearing the 'downstream' one should they want to make a change.
Note that those links talk about a slightly complicated method compared to others, but the method has it's advantages in that it also handles more levels than two, and your DV lists are easily maintained as they live in an Excel Table.
This sounds like an array equation. Try hitting Ctrl+Shift+Enter in the other sheets to validate it as an array equation.
Whenever you need to reference ranges instead of single cells, Excel needs to know that you are working with arrays.
I have a pricelist, with currently 5 different categories of products. Each product will have to have two different prices. Depedning of the product and the type of price, the calculation will be different. Therefor I've used INDEX/MATCH to find the formula needed, from a table I created.
Below a screendump, and I wanted to attach the Excel fil, but canøt seem to work out how.
Question: HOW do I then "run" the formula I fetched? -I've tried different suggestions on using EVALUATION, but it doesn't seem to cut it? Also I've tried "Indirect' on the whole formula, without success.
I would like to avoid any VBA for this case.
Can anybody provide some insight?
You could but if I understand properly, the only thing changing in the formulas is the "muliplier" number, then it's better to lookup that number instead of the whole formula. The other method (which would use Evaluate etc) is not be considered "good practice" for a number of reasons.
EDIT:
I didn't see the 2nd varying value (since I was on the SO mobile app) but it's still not an issue since it would a target column. You could be thinking of the opposite: sometimes lookups based on multiple criteria can get complicated, but this a matter of more data, as opposed to adding criteria for the lookup.
VLookup would have been the simplest method, like G2 could have been:
=VLOOKUP(E2, $J$4:$L$8, 2, False)
...to return the second column of range J4:L8 where the first column equals E2. (Then for the next required column, same formula except with 3 instead of 2.)
Since I wasn't sure more columns could be added one day, I allowed for that by, instead of specifying "Column 2 or 3" etc, it finds the column dynamically by name. (So the multiplier/factor used in G2 will change if you change the title in G1 to the name of a different column existing in the target data chart.
For the sake of neatness as well as potential of additional columns like G & H, I moved the lookup table to a separate sheet. It can stay out of the way since you won't need to see or change it very often. (If the same chart was going to be referenced by many workbooks, you could even move it to a separate workbook and point all formulas at that, since it's always best to have one copy of identical data instead of many in different workbooks.
Also to assist with potential future changes (and just to be tidier), instead of referring to the target table range addresses (like "J4:L8" etc) I named two ranges:
the table of multiplier/factor data can be referred to by it's address, or by myMultipliers
the titles of the same table is also called myMultiplierTitles (used to match to the titles of column G & H on the original sheet.
Formula
After those changes, the lookup formula in G2 is:
=INDIRECT(VLOOKUP($E2,myMultipliers,MATCH(G$1,myMultiplierTitles,0),FALSE)&ROW())*VLOOKUP($E2,myMultipliers,MATCH(G$1,myMultiplierTitles,0)+1,FALSE)
INDIRECT returns the value of a cell that you refer to by name (text/string) as opposed to directly (as a range). For example:
=INDIRECT("A1")
returns the same as
=A1
...but with INDIRECT we can get the name from elsewhere (a cell, function or formula). So if x="A1" then =INDIRECT(x) returns the same as the 2 above examples.
Your original plan of storing the entire formula in a table as text would have worked with the help of INDIRECT and/or EVALUATE but I think this way is considered better practice partly because it facilitates easier future expansion.
The formula is longer than it would have been, but that's mostly because it's dynamically reading the field names. And size doesn't matter. :-)
I am making a payroll program in Excel and one of my concerns is that the salaries of the employees are searched using the INDEX and MATCH or VLOOKUP function. The problem is if the salaries get updated in the future (e.g. a raise or changes in rates), all the previous entries that used the old salaries will be updated to the new salaries. This is a disaster and would make my entire program useless and inefficient. Therefore I need to automatically lock previous calculated cells after a certain time.
Edit: Note we do not want to do this manually such as copy pasting values only because almost all cells are connected to each other and one mistake by the encoder or if they forget to do this before updating a value, everything will be messed up.
No! Not copying and pasting, there's a simpler way. You want to convert the Formula property of a given cell (what's shown in the formula bar in Excel) into the Value property of the cell (what's shown in the cell on the spreadsheet). For a given range A1:B6 this would done by the statement
Range("A1:B6").formula = Range("A1:B6").value
But there's a quirk in Excel that you can run faster by accessing a Value2 property, so
Range("A1:B6").formula = Range("A1:B6").value2
The rest of the code is left as an exercise for the reader :-)
What I'm trying to do is make a drop down menu using a name range and data validation.
Simple enough however the problem arises when I have multiple cells running off the same name range.
In my spreadsheet I have two rows using two different name ranges. The problem is occuring for both. One line is employee names and one line is project manager names.
The following link is an image of the cells in question. I do not have 10 rep and as such cannot post an image sorry.
http://imgur.com/wfTaOZj
The first cell is normal and the drop down works fine however, the adjacent cell which is a copy of the first cell doesn't drop down anything.
the code I'm using to define the range for my drop down is:
=MANAGEMENT_list!$D$2:INDEX(MANAGEMENT_list!D:D,LOOKUP(2,1/(MANAGEMENT_list!D:D<>""),ROW(MANAGEMENT_list!D:D)))
The range goes from D2 to the last nonempty cell in column D.
When I do data validation for the other cells I get "the source Currently evaluates to an error".
Hopefully I've included enough information if not feel free to ask and I will clarify.
I think you have to lock your ranges since you are copying to the right:
From
=MANAGEMENT_list!$D$2:INDEX(MANAGEMENT_list!D:D,LOOKUP(2,1/(MANAGEMENT_list!D:D<>""),ROW(MANAGEMENT_list!D:D)))
To
=MANAGEMENT_list!$D$2:INDEX(MANAGEMENT_list!$D:$D,LOOKUP(2,1/(MANAGEMENT_list!$D:$D<>""),ROW(MANAGEMENT_list!$D:$D)))