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Conditional Dropdown Combo Box

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    Lightbulb Conditional Dropdown Combo Box

    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.
    Attached Files Attached Files

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    Forum Expert Tsjallie's Avatar
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    Re: Conditional Dropdown Combo Box

    Guess this is what your looking for: http://www.contextures.com/xlDataVal02.html

    Here's an example.
    Attached Files Attached Files
    Last edited by Tsjallie; 08-07-2014 at 04:18 PM.
    Cheers!
    Tsjallie




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    Re: Conditional Dropdown Combo Box

    Thank you for this. I though at first it was the same version I used to build my first attempt, but this seems like more info. I will work on this tomorrow and reply with questions or mark as solved depending on my results.

    Thanks.

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    Forum Expert Tsjallie's Avatar
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    Re: Conditional Dropdown Combo Box

    After tomorrow I will be off line for the next 3 weeks.
    But I guess with the url and the example you will get on track.

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    Re: Conditional Dropdown Combo Box

    Have been looking at your second question about the copying.
    As I understand it:
    1. you will be gathering all the transactions of all the card holders of a month in the sheet "All Detail"
    2. from that you would like to make personal copies of that sheet containing only the transactions of that card holder
    3. then email that personal copy to the card holder for them to link an account (connected to their cost center) to the transactions
    4. after which they will email the excel back to you
    5. and then what?

    Notes:
    2. Easiest way to do this would be to have a macro
    1. making a copy of the "All Detail" sheet for each card holder
    2. giving that copy the name of the card holder
    3. saving a copy of the workbook for each card holder with the name of that card holder
      You could also preselect the Cost Center based on the card holder thus preventing Joe selecting Sally's cost center.
      How many card holders are there?
    3. Could be done manually or automated. Would do it manually though if not too many card holders.
    5. I assume you will want to merge the returned workbooks into the mother workbook from which the copies where generated.

    Here's the code for a macro making a personal workbook for a cardholder and save it. So automating above mentioned step 2.
    Create a module and copy it in there.
    You can change it to take the name of the cardholder as parameter.
    Don't forget to change the directory where the workbook is saved.
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    Last edited by Tsjallie; 08-08-2014 at 08:35 AM.

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    Re: Conditional Dropdown Combo Box

    Thank you for your time on this. I have successfully built the shell for this project and it works great.

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