Forum Discussion
JessicaPamer
Jul 14, 2022Copper Contributor
Need lots of help with customer look up workbook
Hi, all! I have been banging my head against the wall for so stinking long on this one and I need some major help... keep in mind, I took an excel class for beginners, so please make sure to dumb thi...
mathetes
Jul 14, 2022Gold Contributor
I"m attaching a demo spreadsheet I created some time ago with dependent or cascading drop downs, just to illustrate how it's possible. Maybe you can follow the example and implement whatever would be comparable in your situation. If not, perhaps you could come back and either attach a copy of your workbook OR post a copy of it--rendered anonymous, so there are no real companies or names of real people--post a copy of it in Google Drive or on OneDrive.
So far as design is concerned, I would strongly suggest you try to create a single database of ALL your customer companies, instead of separate tabs for each. Just add a column to the table to represent the company.
Attached is the cascading drop down demo,
JessicaPamer
Jul 14, 2022Copper Contributor