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Drop Down Menu AutoPopulate Contact Info?



 
 
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  #1  
Old April 28th, 2010, 02:15 AM posted to microsoft.public.excel.worksheet.functions
Clay H
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Posts: 1
Default Drop Down Menu AutoPopulate Contact Info?

I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out quotes
to (it's about 20 people). I have figured out how to make a drop down list
with a bunch of names but I would like it so that when I select a name from
the drop down menu, the customers contact info pops up on the quote under the
name. Is this even possible?

Thanks!
  #3  
Old April 28th, 2010, 02:48 AM posted to microsoft.public.excel.worksheet.functions
Dave Peterson
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Posts: 19,791
Default Drop Down Menu AutoPopulate Contact Info?

I'd build a table on a separate worksheet.

Put the customer names in column A and the rest of the contact stuff in B:E
(say).

Then if A1 contained the dropdown (data|validation???) for the names, you could
use this:

In A2:
=if(a1="","",vlookup(a1,sheet2!A:E,2,false)
In A3:
=if(a1="","",vlookup(a1,sheet2!A:E,3,false)
....

If you send that workbook to your customers, remember that you'll want to
convert these formulas to values and delete that table sheet.

(I wouldn't want to share customer x info with customer y.)

Clay H wrote:

I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out quotes
to (it's about 20 people). I have figured out how to make a drop down list
with a bunch of names but I would like it so that when I select a name from
the drop down menu, the customers contact info pops up on the quote under the
name. Is this even possible?

Thanks!


--

Dave Peterson
 




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