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Stef_Cross1200's avatar
Stef_Cross1200
Copper Contributor
Apr 11, 2020

invoicing templates

I want to create a template with a data validation in one column then have a second column report relevant information to the cells in the first data validation, how do i do this

 

2 Replies

  • mathetes's avatar
    mathetes
    Gold Contributor

    Stef_Cross1200 

     

    There's a bit of ambiguity in your question.

    Let me try to point you in one of two directions, depending on what you mean. Come back with clarification and a follow-up if you need to.

    IF you mean, you want the second column to (using your exact words) "report relevant information to the cells in the first data validation," [the word "report" showing my added emphasis] THEN you could use VLOOKUP or INDEX and MATCH to retrieve that relevant information from a table somewhere that contains said relevant information and is retrievable based on the entry in the first cell.

     

    IF, on the other hand, you mean you want the second column to also use data validation but on a unique set of values that will vary based on the entry in the first column, THEN the answer gets a bit more complicated. It's still possible, but it involves using named ranges to make the reference for the secondary data validation dependent on the first.

     

    Either way, if neither of those is a correct interpretation of your intent, or if you need further assistance, by all means come back and ask.

    • Stef_Cross1200's avatar
      Stef_Cross1200
      Copper Contributor

      mathetes thanks for the reply & apologies for delay in response, i think it is the INDEX & MATCH solution I'm looking for, will test & return if any further issues.
      Thanks for the advice