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Excel Filter and Popup from second sheet.

  1. #1
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    Excel Filter and Popup from second sheet.

    Excel beginner, and one attempting to follow forum rules. I have been tasked with overhauling some simple inventory records that are currently being tracked via multiple spreadsheets and in multiple formats over various years. Thus far I have combined the data into two simple sheets (1 & 2) of the same Excel workbook. The first is just the basic listing of current inventory and locations. The second is a record listing various shipments into and out of the company location as a history log. I'm going to be continually trying to clean up the data and make things easier for the staff. The shipping history/log (Sheet 2) contains basic information in columns that include the serial numbers of the items shipped, which correspond to the S/N's in the global list columns within the inventory sheet(1). I would like to find a way to set up where a column in the inventory creates upon click (or have a maco button with the ability to) a popup which will display the history of the current rows serial number. In effect, list all rows in the second sheet with corresponding serial number or as a reverse strategy; filter out the rows that do not have the same S/N listed in one of its columns.

    I'm trying to be clear, but as an example. A piece of inventory comes in and is logged into the global inventory sheet (1) with Serial # ks1254. Likewise the shipping sheet (2) has the shipping information and document info logged with the same serial # listed. This is item has arrived and been shipped out multiple times, and occasionally the history of this item is requested. I have a column set aside in sheet 1, that i would like to act as a trigger for the above request. So if I filter and find the mention item, I would like the trigger to go and select out only the rows in sheet 2 that correspond to the S/N of the item in question. This can be presented as a pop up tab, a small window, even as a new sheet altogether I suppose. These are very simple tasks I'm just a bit lost as to combining them I guess I'm using Excel 2007, have a very dated limited VB skill set, so just hoping for some direction and steps.

    First time posting, so I apologize if I've mistepped somehow.

    Thanks,
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    Last edited by moltke; 04-23-2013 at 08:38 AM.

  2. #2
    Forum Moderator davesexcel's Avatar
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    Re: Excel Filter and Popup from second sheet.

    Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include BEFORE/AFTER sheets if needed to show the process you're trying to complete or automate. Remember to desensitize the data.

    Click on GO ADVANCED and use the paperclip icon to open the upload window.

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