03-08-2019 09:46 AM
03-08-2019 09:46 AM
I created a check register table that I would like to select the transaction name from a drop down list that uses a table from a separate sheet. I have looked at combo and list box - not what I wanted. Then tried Data Validation - did not work but closer to what I was looking for. I also use this workbook to track my credit card transactions and would like to use the same list table.
03-08-2019 12:03 PM
Data validation with a drop-down list is probably the best option and I'm wondering if you just missed a step & that's why it didn't work. Here's a video I made that explains how to do this, so hopefully that helps you accomplish what you're wanting to do: https://youtu.be/8sdFsXfj25Y
03-10-2019 07:57 AM
03-12-2019 12:24 PM
Thanks for the help. My list is a table named 'Transaction' in a sheet named 'ListTable'. Will that work as a dynamic named range?
03-12-2019 02:14 PM
03-19-2019 09:14 AM
Thanks again for your help. As I go through the steps to add the drop down list using data validation, it will not let me go to the sheet where the list is. Also, where do I input the formula you gave me earlier? I have made many careful attempts with no success.
03-19-2019 03:26 PM
In order to experiment with Data Validation, I created a new workbook with a worksheet named 'DV' that contains a table with (3) column headings; DATE, TRANSACTION & NOTE. I added a 2nd worksheet named 'List' that contains a table with the heading 'LIST' and several sample transaction names. Both tables were created using 'Insert > Table...'
I successfully created a dynamic list named 'DLIST'. When I type =DLIST in the source box I get a 'Source evaluates to an error...'. If I type =List!DLIST (I am thinking that it could not find the worksheet with the DLIST) then I get a 'Cannot reference other worksheet...' error.
03-19-2019 08:55 PM
03-19-2019 10:32 PM
03-21-2019 12:04 PM
Thanks, I finally got it to work. If the worksheet is named 'List' and the data is in column A row 2-10, the formula in the source box is =List!$A$2:$A$10 Unfortunately, if I add new items to the list it is not updated (I have Excel 2007). Evidently this has been addresses in version 2010.
03-22-2019 02:26 PM
Thanks, the formula you gave me in your 1st reply works great. By the way, you need another ) at the end for it to work. Still does not update the list when you add new items. It apparently does not re-count the lines when you add new items. Is there a way to re-calculate the formula automatically?