Hello.
I am trying to develop an easier way for our corporate card holders to 'code' their monthly statements. Instead of each card holder receiving a statement and filling out a coding form in excel and printing it out, I would like to email them an excel doc of their specific charges for the month and allow them to use drop down lists to code the transactions. They can then email it back to me, and then we're done! Well, there would be a few more steps but basically, I'm trying to build a dynamic excel doc that would do two things:
1) Conditional drop down boxes so that, depending on their cost center, once they choose their cost center from the first drop down, it would zero them in on only their own account codes in the second box. The second account box would also be a combo box and show the account name once selected.
2) The second I'm not sure about.....is it possible once the conditional drop down box works, to make copies of the 'All Detail' sheet to then narrow down the info to only one card holder? So if the 'All Detail' sheet had all the charges for all the card holders for the month and the conditional drop down worked, could I then make copies of the 'All Detail' sheet, rename it to the one card holder, delete all the transactions except for those relevant to that card holder, and the conditional drop down box would still work? I ask this question because I build an early version (that didn't really work) based on a macro that had code specific to the sheet name. It wouldn't work once I tried to make copies of the sheet and rename it.
My example workbook is attached.
Thanks for all suggestions.
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