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Default Dropdown menu to isolate records

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    Default Dropdown menu to isolate records

    Hi all,

    Is it possible on Excel to make a drop down menu which picks records out of a list?

    I've a big spreadsheet. Thousands of records. Each record has one of 100 people listed as responsible for it. I've highlighted stuff for them to fix, I'll be emailing it out to them, and they'll need to isolate the dozens of records they are each responsible for from the thousands of other ones.

    They are, erm, technologically challenged. I want to keep it simple, put one menu on the screen and say

    'Pick your name from the list.'

    George W picks himself from the list, and then it lists his records only and not anybody else's.

    Can Excel do that? (Rather, probably, but where do I start?)

    Infinite thank-yous.

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    Re: Default Dropdown menu to isolate records

    A couple options spring to mind.

    You use a filter macro to check lines for the dropdown name and instantly hide all non-matching records. You could use a big shiny button for this.

    Parts List - Autosort Macro.xlsm

    I made this for a fellow from a trucking company. Type a word like truck or tire and hit the button.

    Imagine this, but instead of a free entry box using a dropdown.


    Or, you could use a second tab to filter only the results according to a dropdown menu. This would be a non-macro option but would significantly increase processing and file size due to the number of array formulas with 10,000 records.
    Last edited by daffodil11; 12-16-2013 at 06:27 PM.
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    Re: Default Dropdown menu to isolate records

    Thank you. I can sort of get it to run; figuring what the issue is (possibly my login permissions).

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    Re: Default Dropdown menu to isolate records

    If you're able to post a sample of your work, I can show you what type of formulas to use in conjunction with the data validation.

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    Re: Default Dropdown menu to isolate records

    Thank you for your trouble, kind yellow flower. Here's a demo.

    I wish to have Martin either search/pick name from menu, and it to display the records he's named against, ie. records 1-3, 13 and 19; but not the Filter function which he doesn't understand how to use.
    Attached Files Attached Files

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    Re: Default Dropdown menu to isolate records

    Here you go!

    You will end up hiding column K, but I left it visible so you can see how it works.

    Each formula in K checks if the name from the dropdown exists in the corresponding cell in A and just produces a True or False. The button does the filter for you.

    The dropdown in B3 is where you choose a name. Then you click Show Results. The other button resets the filter.



    Filter Macro for john.xlsm

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    Re: Default Dropdown menu to isolate records

    Thank you. I get this error, but I'll try a different computer.
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    Re: Default Dropdown menu to isolate records

    It sounds like your macros may be disabled. When the workbook first opens, make sure you hit the enable macros button that should pop up.

    Other places to enable macros are in the Trust Center, or under File on the information page, or on the Developer tab under Macro Security.

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    Re: Default Dropdown menu to isolate records

    Maybe this would work for you:
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    Re: Default Dropdown menu to isolate records

    Nope. Could it be anything to do with this error screenshot?

    It says 'locked to read only by [my name]', as did Daffodil's.
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    Re: Default Dropdown menu to isolate records

    Have you saved a copy and run it from there?

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    Re: Default Dropdown menu to isolate records

    Both of those work fine on a different computer. The one I need to use must have Macros disabled outside Excel some way I can't access.

    I'm reluctant to apply it to my own document, since I don't see why it should work if Daffodil's didn't. And I know Daffodil's is designed perfectly.


    Or, you could use a second tab to filter only the results according to a dropdown menu. This would be a non-macro option but would significantly increase processing and file size due to the number of array formulas with 10,000 records.

    Is this the same as the 'Sort and Filter' button, top right of Home tab in Excel 2010?
    Last edited by johnandrews; 12-17-2013 at 06:19 PM.

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