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Portfolio overview Selector

  1. #1
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    Lightbulb Portfolio overview Selector

    Dear all,

    I am tremendously thankful for your help in advance. Please do not kill me if it was already discussed before but I did not find it.

    I thought I am good at Excel but I see I cannot solve the basic thing. And it would make my life so much easier.
    I work for a big international company and we are managing rather extensive product portfolio. Therefore sometimes we need to quickly extract the portfolio of a particular country and sometimes to see the entire portfolio overview.

    Therefore I am attaching the super-simplified version of some "made-up" small portfolio to express my issue. What I would like to be able to have an extra sheet where I can see the portfolio based on the country. Example: If I in the new "country selector" sheet choose France, I will not see all 5 products but only 222/11, 123/1, 122/1, since in the overview sheet you can see only these three products ticked for country.

    So guys, is that doable? Can I make this selector? Is it too complicated?

    Thank you guys for your help
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    Re: Portfolio overview Selector

    This code runs automatically if the value in cell A1 in sheet "Select" changes.
    Columns are hidden from view if not available in that country
    Rows for other country names are also hidden
    It resets all columns and rows to not hidden each time before running the code


    extra note
    in case anyone is wondering why the columns in the code do appear to not tie up with the columns in the image, sheet "Select" contains a copy of the same information in different columns

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    Last edited by Kevin#; 03-01-2016 at 02:19 PM. Reason: extra note

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    Re: Portfolio overview Selector

    Thank you very much Kevin. I do not know how you have done it but looks almost as I want it.

    Couple of additional questions.
    DO you think that we can get also pictures there?
    Why it did not copy the product code?

    Thank you very much for your effort Kevin

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    Re: Portfolio overview Selector

    Hopefully this gives you exactly what you are looking for.
    Have added the photos and the headers into the sheet
    - it was necessary to get rid of merged cells to achieve this

    Have also added an extra country called "All" so that you can select the whole sheet if you want to

    The way the selection works is that the Country selected in cell A1 determines which row is visible below the brochure and any "V" entered in that row, leaves that column visible

    Can you now mark this thread as solved
    thanks
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    Re: Portfolio overview Selector

    Hi Kevin,

    last question and I am closing the topic. Can I edit the portfolio, expand it, put more products in, change the specs and so on... and it will still work? Or should I somehow adjust the formula then to be able to catch the rest of the added columns?

    The point is that this is not exactly the real portfolio. SO I just want to see if I can adjust the dataset...or where is this code?

    Thank you Kevin

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    Re: Portfolio overview Selector

    Easy to alter

    Cell A1
    - data validation is based on named range "Countries"
    - maintain in Formula tab /name manager
    - currently set to range B24 to B31
    - so add more countries, then alter the range

    To alter the only macro hit ALT F11 (macro is in Module 1)
    If you add another vehicle (ie an extra column) then you need to adjust one line in the macro.
    The c here is used for column number from C(=3) to G(=7)
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    I think it should still work if you add additional specs - the named range will adjust automatically and that is the determinant also within the macro for hiding country rows

    There is only one macro
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    Last edited by Kevin#; 03-02-2016 at 11:47 AM.

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    Re: Portfolio overview Selector

    I somehow finished it up... now it is just messing with pictures somehow but this I can fix I guess myself. Anyway ... GREAT GREAT GREAT help Kevin.. I just adjusted the mapping of cells and now seems to work. I will be testing it.

    Thank you ! Great help! Very helpful
    Oliver

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    Re: Portfolio overview Selector

    Hello guys, I forgot... where can I adjust the "green" area?

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