My objective is this: I am working with a table, and pivot tables, to track exceptions on loan document preparation. So, I have a list of general categories of exceptions, and deeper into those categories some specific notes. However, I don't want the "notes" too specific to each loan. I want them to be controlled to general, memorized statements.
Here's an example: For the Exception Type "Vin" - there are three possible Exception Notes. When the user enters "Vin" into the table, I would like for the next field to provide a data validation drop-down list of the three available options - plucked from a nearby table.
After reviewing several community conversations, specifically, "michon rieben". I was thinking INDEX, MATCH, but after that, there are three choices, just for this "Vin" Type.
In this manner, the results would be consistent (and memorized) statements for the exception notes.
I have attached a file, and included notes on the Validation worksheet.
I'm always asking the hard questions…Can anyone help?
@AngelaSmith0916 Hello there. If I'm understanding you correctly, you want to be able to choose an item in the 'Exc Type' column (on 'MyTable' sheet, in 'Table1'), and then have a drop down in 'Exception Notes' dependent upon your selection. If this is correct, yes, it's possible. However, with your data, I'm not sure I follow how you're determining the dependent data. For example, if you choose "Vin", where is the dependent data specifically? It looks like you currently have two disparate tables of data on 'Validation' sheet.