Forum Discussion
Displaying data from a table based on selected criteria
mathetes I created a sample workbook that is set up in the way I envision the order sheet/workbook should be set up. This is a file that is going to be sent to field techs to use when ordering materials from our warehouse. I can PW protect the data on the tabs to prevent corruption. But I want to be able to have the tech choose random parts on the first section and then choose bundles options for jobs that require a lot of standard parts - all on 1 order page (1st tab). I don't want them to have to go beyond the first tab when choosing parts. BTW, there are 4 or 5 times more parts in actual bundles than what I have listed on the attached. Is there a way to grab the bundle parts (from other tabs) based on the option chosen and have them populate on the "order page" in a table as I have illustrated? Or do you see a better way to set this up? Thanks in advance for any advice you can give!
Keep all your bundles on one page, in one table. That's always preferable. Excel excels in parsing single databases. It's possible to use separate tabs and separate tables, but doing so almost always interferes with the simplest solution. Learn to differentiate the raw data (Input) from the filtered and sorted or selected Output end of things. Don't make the mistake of trying to splitting your raw data up; use a column or two in the single database to accomplish that, and then use criteria in FILTER to do the actual sifting/sorting.
- TemperanceFeb 04, 2021Copper Contributor
mathetes Thank you so much! That is exactly what I wanted!!
- mathetesFeb 04, 2021Silver Contributor
I discovered the power of FILTER through this YouTube video, produced by MIcrosoft, featuring a person who makes an occasional showing here on the techcommunity pages. https://www.youtube.com/watch?v=9I9DtFOVPIg
It (along with the others described) is amazing in what you can accomplish with it.
- TemperanceFeb 19, 2021Copper Contributor
mathetes Hi, you were so helpful with this one sheet, I was hoping you might have a quick answer to this other sheet I'm working on. I want to create a 10 or so row table on the order sheet that I can look up and select a specific item (based on a search option - with a combo box?) and then select that option and have the item code populate. Then the tech can add how much QTY of each part he needs. The material list will be a separate sheet in the workbook and is actually several hundred items long so the drop down box would need to have that search option so the tech can type in a search word of what they are looking for to take them to the item. I've attached an example of what I"m working with. TIA for any help you can give!!