Improve company productivity with a Business Account.Sign Up

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 264
  • Last Modified:

Excel dropbox based on table

I am trying to figure out how I can create a dropdown box in the Account Column of the Bank_Template worksheet (see file attached) based on the information in the ChartofAccounts worksheet, the dropdown box should display the Name (Column C) in the Chart of Account but return the actual Code (column A) in the Bank_Template worksheet...

Also, when the user selects the account I need for Column F of the Bank_Template to automatically populate with the correspondent Tax Code (Column E) of the ChartofAccounts worksheet.

I am not sure how I can accomplish this... attached is a template with a sample data of what I am trying to accomplish.
Template.xlsx
0
joeserrone
Asked:
joeserrone
1 Solution
 
NBVCCommented:
You can't do that with Data Validation, you would require VBA...

I would suggest the easiest way would be to insert a new column after the Account Column that populates with the correct code after selection made in Account.

So first, in the Chart Of Accounts, select all the names in column C and name that range by typing a name in the Name Box to the left of the Formula Bar., say, Names

Then in the Template sheet, C2, go to Data Validation, choose List and enter =Names

You can copy that down.

Now in new column, in D2, enter formula:

=IF(C2="","",INDEX(ChartOFAccounts!$A$2:$A$3,MATCH(C2,Names,0)))

copied down

and in the GST class, similar formula

=IF(C2="","",INDEX(ChartOFAccounts!$E$2:$E$3,MATCH(C2,Names,0)))

copied down

adjust ranges to suit.
Copy-of-Template.xlsx
0
 
joeserroneAuthor Commented:
Great advice! I really like this approach...
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now