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Help with setting up drop list and different options

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    Help with setting up drop list and different options

    Hi guys first day on the forum and not sure if this is the right area for this, if it isn't please forgive and move to the right area.

    Ill add some screen shots of what i have done and what i want to be able to do, if you guys could proved some help or point me in the right direction that would be great.

    Thanks in advance.

    Right so far i have come up with the following, i know its not tidy or anything but it works for the moment.

    excel 1.JPG

    So as you can see i have the description/price etc.

    excel 2.JPG

    The second screen shot is from where it all shall go.

    Now what i want is to be able to add at the front of the description is a classification and then be able to select the classification to narrow down the description field.

    I have about 1,000 description's to put in(reason for narrowing it down)

    so the next screen shot sort of shows how it is to go.

    excel3.JPG

    Now if im on the complete wrong path here please let me know aswell.

    This has been a huge learning curve for me.

    Or any other questions of me please just ask.

    Thanks
    Anthony

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    Re: Help with setting up drop list and different options

    Hello Anthony & Welcome to the Forum,

    There are quite a few ways to do this so you'll have to see what works best for you.

    Here is an example of one way. It uses named ranges and the Indirect function in the data validation.

    Here are a couple of resources showing other methods...

    https://contextures.com/xlDataVal02.html
    https://www.ablebits.com/office-addi...rop-down-list/
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    HTH
    Regards, Jeff

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    Re: Help with setting up drop list and different options

    Thanks very much Jeff.

    So what i was looking at doing was the following,in the drop down box on the main invoice page(second screen shot) in having an option to select the classification first and then the description, so it then selects the price etc.

    I am a bit of a novice on this so i do appreciate the help.

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    Re: Help with setting up drop list and different options

    Please upload a sample workbook with what you have and what you desire.

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    Re: Help with setting up drop list and different options

    Quote Originally Posted by jeffreybrown View Post
    Please upload a sample workbook with what you have and what you desire.

    Hi Jeff,

    Thanks so much for the help it really is appreciated.

    You are not allowed to post any kinds of links, images or videos until you post a few times. i would but i'm not allowed too(is there another way) ?

    Cant attach a file yet.

    So what i would like is for a new column on sheet 3 to go before row A then that one to be the classification row.

    Then on sheet 2 where it is the product description that drop box to have the ability to select classification first then have it select the description row.

    I really hope this makes sense.

    Thanks again.

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    Re: Help with setting up drop list and different options

    Attach a sample workbook (not a picture or pasted copy). Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.

    I'm not looking for a link to a site like Dropbox something similar. Attach here please.

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    Re: Help with setting up drop list and different options

    Hi Jeff,

    Ok, so what i want to be able to do is put Classification in Row A on sheet 3

    Then on sheet 2 when i do the drop box in Product description have the option to select the classification and then that cuts it down to the description of the item i want.

    I'm hoping i've made that clear.


    Stuffed up that upload but its there.
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    Last edited by t0ne; 10-09-2018 at 06:42 PM.

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    Re: Help with setting up drop list and different options

    You have completely lost me on the classification part. I can see on Sheet3 B2:B12 you have descriptions, but what descriptions go with what classifications.

    Then on sheet 2 when i do the drop box in Product description have the option to select the classification and then that cuts it down to the description of the item i want.
    There has to be on tie between the two to make the shorter lists as in the example I showed you in post #2.

    Maybe you should show in the spreadsheet the grouping you are looking for. In the example I've attached, look at D17 and D19. Is that getting close to what you want?
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    Re: Help with setting up drop list and different options

    Yes that is something like that, but it also needs to tie in the pricing to correspond with the same selected description, also this needs to be done on sheet 2 in say A20.

    Its bloody hard to describe and i dont think im doing a great job at it.

    I really do appreciate that help.
    Last edited by jeffreybrown; 10-10-2018 at 07:05 AM.

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    Re: Help with setting up drop list and different options

    If you can't describe it in words, you need to provide an example that can illustrate what effects what and how they intertwine between each other.

    I'm trying to see the big picture, just not sure I have all the info required.

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    Re: Help with setting up drop list and different options

    Ok let me see if i can explain this any better or not.

    So the options list is what i would want to put onto sheet 3 in my sample file

    Showing Classification, description and then pricing.

    So on sheet 2 what i would like to happen is in A20 when you do the drop list it will have the classification so you can select or unselect the classification options you want, then once you have selected or unselected
    options it will then bring up the list of descriptions to match the classification that you either selected of unselected.

    Once you that then chosen from that drop box say

    CHASSIS SUSPENSION 2 X 1450 kg Eye to Eye suspension with 10" brakes ILO 1300kg 630

    But i dont want it to put the classification into A20, just the description

    It will then put the pricing of that item into H20

    and so forth down the list we go.
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    Re: Help with setting up drop list and different options

    Please look at the sample. Does it do what you want? If not, why?
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    Re: Help with setting up drop list and different options

    Quote Originally Posted by jeffreybrown View Post
    Please look at the sample. Does it do what you want? If not, why?
    Ok so that is getting closer.

    But i want it to do it on my first sheet with the invoice page. But i really dont want it to have a drop list for classification on the first page.

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