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How to auto populate other cells when selecting values in Excel drop down list?

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    How to auto populate other cells when selecting values in Excel drop down list?

    Hello All,

    I have a Data Sheet with Accountant Details for all clients in columns A to F.

    The Column headings are Accountant Firm Nane, Accountant, Company Name, Exposure, Account amanger etc.

    The goal is to have a drop down menu from the Accountant Firm Name list, where once a firm is selected all the other Data in B:F shows.
    The problem is when I make the drop down list, the lsit displays multiple entries of the same name because there are repeats in the list (column A) this is a sample Sheet in reality I have 1000 rows so a lot more repeats, I need a way around this to show unique entries in drop down only, otherwise it is too redundant.

    For Ex:
    User Selects Drop Down Menu of an Accounting Firm "ABC Accounting"

    All of a sudden data populates the sheet:

    Accountant Client Name ID # Exposure Account Manager

    Paul Bryant Openlane 54251 $120,215 John Doe
    Paul Bryant Yearin 69825 $882,114 Paul Awal
    Paul Bryant Goodsilron 24546 $512,545 Sabrina Laury
    Paul Bryant Condax 32675 $58,216 John Doe
    John Smith Opentech 21548 $654,542 Paul Awal
    John Smith Golddex 54987 $31,324 Sabrina Laury
    Luke Ryan year-job 23355 $854,515 John Doe
    Sydney Samps Isdom 22222 $213,454 Sabrina Laury

    This can be done on a new sheet so it's clean or on the side and I will figure it out. Please view my Attachment of the sample workbook.
    your comments will help me out a lot. How do I do this?
    Attached Files Attached Files

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    Forum Moderator Glenn Kennedy's Avatar
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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    I built up a list of Unique companies on Sheet 3, using a named range (CTRL F3 to view) called List to auto-expand the range.

    I then used another named range (company) to select that unique list. I applied that as data validation in sheet 2 a1 (yellow cell).

    I then used an array formula in sheet 2 A4, copied across and down, to return the desired results.

    =IFERROR(INDEX(Sheet1!A:A,SMALL(IF(Sheet1!$A$4:$A$37=Sheet2!$A$1,ROW(Sheet1!$A$4:$A$37)),ROWS(A$4:A4))),"")



    Array Formulae are a little different from ordinary formulas in that they MUST be confirmed by pressing CTRL+SHIFT+ENTER to activate the array, not just ENTER.

    You will know the array is active when you see curly braces { } appear around the outside of your formula. If you do not CTRL+SHIFT+ENTER you will (almost always) get an error message or an incorrect answer. Press F2 on that cell and try again.

    Don't type the curly braces yourself - it won't work...
    Attached Files Attached Files
    Glenn




    None of us get paid for helping you... we do this for fun. So DON'T FORGET to say "Thank You" to all who have freely given some of their time to help YOU.

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    See if the attached helps.

    It contains three range names and uses a macro to create a unique list of firms on the Variables tab every time you select the Details tab

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    When you select a firm in the drop down on the Details tab the following macro extracts the relevant details

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    Attached Files Attached Files
    Richard Buttrey

    RIP - d. 06/10/2022

    If any of the responses have helped then please consider rating them by clicking the small star icon below the post.

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Hey Richard,

    I sent you a Private Message for one addition I would love to do to the Workbook I would a appreciate it a lot if you got back to me and uploaded your workbook here!

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Hi,

    As a general rule I always put totals above a list of values which can occupy a varying number of rows. It keeps things simple and avoids the need for writing additional code since the total formula occupies a cell which never varies. So in E5 you could add the formula
    Formula: copy to clipboard
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    with the text "Total Exposure" alongside in D5.

    However if you do want the totals underneath the last row the attached will do it.
    Attached Files Attached Files

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Thank you for your kind help !

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Thank you for your kind help Richard!

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Hi Glenn -
    I am trying to understand why the "List" does not pick up companies after row 37? "=Sheet1!$A$4:INDEX(Sheet1!$A$2:$A$1000,COUNTA(Sheet1!$A$4:$A$1000))" how would I change this to search past row 37. Appreciate the model's functionality, just trying to understand how it works / how to modify it. Thank you for your time.
    Regards,
    Matt

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Hi,

    Surely a simple Pivot Table approach would be more elegant and efficient and give you much more flexibility.

    See attached. I've added one slicer to help filtering the data. Obviously you can add other slicers for other fields as necessary.
    Attached Files Attached Files

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Hi Richard,
    Thank you for that slicer view. I ultimately am trying to understand excel more and eventually VBA as the data set I am working with will require more than slicers can provide.
    Example. I am doing a daily data pull of all sales opportunities from a Salesforce report that cover the dept I work in, hundreds of rows of opportunities. I export the report into excel and then combining each day this data set. What I ultimately want to do is learn to write code that allows me to be informed when there is a change between data pulls of an opportunity. For example the stage moves from prospect to qualified. Also to understand if the value changes, etc. So I am in effect starting on a path to get there. Do you have any VBA books you recommend?

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    Re: How to auto populate other cells when selecting values in Excel drop down list?

    Quote Originally Posted by matthewhornick View Post
    Hi Richard,
    Thank you for that slicer view.... Do you have any VBA books you recommend?
    Administrative Note:

    Welcome to the forum.

    We are happy to help, however whilst you feel your request is similar to this thread, experience has shown that things soon get confusing when answers refer to particular cells/ranges/sheets which are unique to your post and not relevant to the original.

    Please see Forum Rule #4 about hijacking and start a new thread for your query.

    If you are not familiar with how to start a new thread see the FAQ: How to start a new thread
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
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