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Excel dropbox based on table

Posted on 2013-11-20
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Last Modified: 2013-11-20
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
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Question by:joeserrone
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NBVC earned 500 total points
ID: 39663787
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
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Author Comment

by:joeserrone
ID: 39664651
Great advice! I really like this approach...
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