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Vlookup to autocomplete monthly report

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    Vlookup to autocomplete monthly report

    Hi all,

    Attached is a sample of what i'm working with, so please use/edit.

    I want the report to be self compiling once you select a client and a month from the two drop down lists.

    However;

    1) i'm not sure the best way to arrange the data for Vlookup to work
    2) how to link the drop down lists to run the the correct Vlookup formula

    any help would be greatly appreciate.

    Dan
    Attached Files Attached Files

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    Forum Moderator AliGW's Avatar
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    Re: Vlookup to autocomplete monthly report

    What drop-down lists? Where are we meant to be looking? Some signposting would help.
    Ali


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    Re: Vlookup to autocomplete monthly report

    Sorry Ali, on the report tab there are two dropdown lists 'Client' and 'Month'
    Last edited by AliGW; 02-05-2020 at 09:25 AM. Reason: Please don't quote unnecessarily!

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    Forum Moderator AliGW's Avatar
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    Re: Vlookup to autocomplete monthly report

    Is this a VBA query? The drop-downs are controls ...

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    Re: Vlookup to autocomplete monthly report

    Quote Originally Posted by AliGW View Post
    Is this a VBA query? The drop-downs are controls ...
    Hi Ali,

    I need help understanding 1) how to set the data out for a Vlookup to work & 2) how to use the drop down list to create said formula

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    Forum Moderator Richard Buttrey's Avatar
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    Re: Vlookup to autocomplete monthly report

    It would have been simpler to use regular cells for selecting Client and Month with a Data Validation drop down.

    Since you've chosen to use a combo box then you'll either need to use VBA code to Find the Client and Month.
    Would you confirm what you mean by a client. Is 'Adam Harrison (2)' a client which implies you will have lots of similar sheets sheets. If so how many sheets?

    I have to say that if you have many clients I wouldn't have started with the current layout. You are mixing up the two elements of data capture and final reporting. The two require quite different treatments. A lot of people start by designing the form that they expect to see as the final report or which at first glance seems the best way of capturing data, and then wonder why it's so difficult to subsequently analyse and summarise or extract information from it. Yours exhibits all those features.

    You should always capture data in a simple two dimensional table and worry about reporting information from it afterwards. Without exception doing this you will always be able to easily obtain management information. Rarely is this the case if you start the other way round. You will also throw open the whole wonderful world of the powerful Pivot table functionality.

    In your case I'd have a database consisting of 4 columns for

    Date - probably the Monday dates in the month
    Order Type - which would contain data validation drop down cells allowing you to pick one of the 8 types, 'Regulated Local', 'Offiical Local'...etc
    Client - which would contain data validation drop down cells allowing you to pick a client
    Value - the numbers you currently enter in columns B,D,F..etc

    and then it would be useful to have a 5th column which concatenates the Date and Client cells values into one string. e.g "6/1/2020_Adam Harrison"


    The way I normally arrange these things is to have a single data entry row above the database in which the new values are entered, then a button which runs a macro that adds the new record to the database.

    Then when you have the database in place, if you want a 'pretty' presentation of it as you currently show then you would have a master Client Template sheet which contained formulae that would grab all the stuff you currently show from the database. And similarly the Report Sheet would get its totals from the database.

    You'll need a list of clients to use for picking in the data validation drop downs and a list of the 8 Order Types.

    Then populating the Client template is just a matter of using an =INDEX(MATCH()) combination of functions. The MATCH function would look in the 5th helper column E to find the row containing the date_client match for a particular Monday & Client, and the INDEX functionwould look at the same row in column D for the value associated with that date/client match.
    Richard Buttrey

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