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Bailey100's avatar
Bailey100
Brass Contributor
Jun 25, 2019
Solved

How do I create a dropdown selection with that selection determining other cells?

Hi,

 

I'm creating a document, see attached, where i want to have a selection of clients via a drop down and whatever client i choose (maybe out of a list of 6) this in turn will automatically fill out the contact name, mobile, telephone based on who the client is. (i.e if i pick harrys as a client Ann would appear next to contact, 123 next to mobile... etc)

How would I do this?

 

Thanks,

 

Bailey100

  • Hello Bailey100,

     

    To create a drop-down list go under the Data tab and select data validation. Under "Allow:" select "list" and change your source to the source of your list (i.e. the client names).

     

    Let's assume you put your drop-down list in cell A1 and named the client information table "Client_Info". Then in the cell to the right of "Contact:", you will put the formula =VLOOKUP($A$1,Client_Info,2,FALSE). Next to "Tel:" would be =VLOOKUP($A$1,Client_Info,4,FALSE). Next to "Mob:" would be =VLOOKUP($A$1,Client_Info,3,FALSE). Next to "Email:" would be =VLOOKUP($A$1,Client_Info,5,FALSE).

    Now just select a name from the drop-down and watch your list autofill.

     

    Hope this helps!

6 Replies

  • Bailey100 

    Creating a drop down lit is easy (Data Tab >> Data Validation >> Allow >>List >> Select the values)

    Alternatively you can use the Shortcut ALT +D +L

    I have a preference to converting your source list into a Table (Becomes expandable) using the shortcut CTRL + T , you can then Name it "Source"

    For the VLOOKUP that extracts a record from the source you do not need to create multiple versions of the VLOOKUP, just one and replace the hard coded number with a ROWS function that increments automatically as you drag down.

    =VLOOKUP($B$1,Source[#All],ROWS($I$1:I2),0)

    I attached a solution for your reference

    Hope that helps

    Nabil Mourad

  • PReagan's avatar
    PReagan
    Bronze Contributor

    Hello Bailey100,

     

    To create a drop-down list go under the Data tab and select data validation. Under "Allow:" select "list" and change your source to the source of your list (i.e. the client names).

     

    Let's assume you put your drop-down list in cell A1 and named the client information table "Client_Info". Then in the cell to the right of "Contact:", you will put the formula =VLOOKUP($A$1,Client_Info,2,FALSE). Next to "Tel:" would be =VLOOKUP($A$1,Client_Info,4,FALSE). Next to "Mob:" would be =VLOOKUP($A$1,Client_Info,3,FALSE). Next to "Email:" would be =VLOOKUP($A$1,Client_Info,5,FALSE).

    Now just select a name from the drop-down and watch your list autofill.

     

    Hope this helps!

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