+ Reply to Thread
Results 1 to 8 of 8

Excel 2007 : Data Validation with multiple references

  1. #1
    Registered User
    Join Date
    05-31-2012
    Location
    Richland Washington
    MS-Off Ver
    Office 2007
    Posts
    5

    Question Data Validation with multiple references

    I've been trying to tackle this problem for weeks now and am finally asking for help.

    I have a large workbook with multiple sheets requiring similar validation. I know I can stamp the same formulas from one page to the next but I'mhaving trouble with the validation system itself.

    Its a multi-level validation that is dependent on more than 1 factor.

    Item 1 is the product type, selecting the product type changes the drop down to the left to supply the vendor information for that product type.

    Item 2 is the specific product within the type chosen which changes based on the previous 2 choices.

    Item 3 is the state in which the product is being purchased.

    Finally all this data is used to process the specific commission percentage the vendor will recieve for the purchase.

    The commision percentage needs to change based on the data input from the previous entries and I can't wrap my head around the formula I need to get it work.

    Any help would be appreciated in order to get rid of this migraine

  2. #2
    Forum Guru benishiryo's Avatar
    Join Date
    03-25-2011
    Location
    Singapore
    MS-Off Ver
    Excel 2013
    Posts
    5,147

    Re: Data Validation with multiple references

    hi DataOrgaiser, a sample data can help us understand better. To upload a file, choose "Go Advanced" & click on the paper clip icon.

    Thanks, if you have clicked on the * and added our rep.

    If you're satisfied with the answer, click Thread Tools above your first post, select "Mark your thread as Solved".

    "Contentment is not the fulfillment of what you want, but the realization of what you already have."


    Tips & Tutorials I Compiled | How to Get Quick & Good Answers

  3. #3
    Registered User
    Join Date
    05-31-2012
    Location
    Richland Washington
    MS-Off Ver
    Office 2007
    Posts
    5

    Re: Data Validation with multiple references

    Here is an example file, the fields required are listed below, the string should resolve by calling the correct commission based on the data provided.

    Age= Applicants Age

    State = State of residence

    Policy Type= type of product applied for

    Carrier= Vendor the client is applying with and is activated based on previous cell selection

    Plan Code= type of plan applied for and activates based on previous cell selection

    Med Status= clients health status and is not dependent on previous selections but impacts the final result

    Commission % = the cumulative result of all the above stated data entered so as to auto populate the correct commission percentage without the possibility of user error. The field should be dynamic in that some commissions are percentage based and some are flat rate based on the data provided.

    Thanks for the help.
    Example.xlsx

  4. #4
    Forum Guru benishiryo's Avatar
    Join Date
    03-25-2011
    Location
    Singapore
    MS-Off Ver
    Excel 2013
    Posts
    5,147

    Re: Data Validation with multiple references

    do u think u can do up 1 or 2 desired results when u made some selections? there are too many things for us to absorb.

  5. #5
    Registered User
    Join Date
    05-31-2012
    Location
    Richland Washington
    MS-Off Ver
    Office 2007
    Posts
    5

    Re: Data Validation with multiple references

    I've put together an example cleint listing and I've taken it as far as I can. It terminates at S3 & S4 (highlighted in yellow) where the problem lies. Once the formula for this field is resolved then the rest of the data line wil be able to be ompleted. The data sets to the right of the problem field should all have correct formula's but they rely on that single field for the primary dat required for calculaing everything beyond it.


    Example.xlsx

  6. #6
    Forum Guru benishiryo's Avatar
    Join Date
    03-25-2011
    Location
    Singapore
    MS-Off Ver
    Excel 2013
    Posts
    5,147

    Re: Data Validation with multiple references

    so what is S3 & S4 supposed to show?
    1) a single result based on the previous selections? or;
    2) a dropdown to select percentage?

    for either 1 of the above, could u tell us the details of it? like if it's supposed to show 33% because Age 67 in worksheet "Formulas" is 33%. or the dropdown should show 1%-100% based on the list in xxx?

    sorry it's takin so many posts. dont quite get the whole thing

  7. #7
    Registered User
    Join Date
    05-31-2012
    Location
    Richland Washington
    MS-Off Ver
    Office 2007
    Posts
    5

    Re: Data Validation with multiple references

    S3 needs to show a single result based on the previous selections. It needs to be foolproof so there isn't any possibility for user error.

    The data in S3 is mixed based on the cumulative data ie. age 67 is WA would be a certain percentage based on the product and vender selected, but the same product and vender selection may show an absolute dollar ammount in OR or ID.

    DOn't worry about the number of posts to resolution this was dropped on me and its turned into a very complicated situation.

  8. #8
    Registered User
    Join Date
    05-31-2012
    Location
    Richland Washington
    MS-Off Ver
    Office 2007
    Posts
    5

    Re: Data Validation with multiple references

    Just checking on the sttus here, its been a while. has there been any progress?

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1