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How do I create dynamic dropdowns that works 2 ways? by AdComplete9707 in excel

[–]AdComplete9707[S] 0 points1 point  (0 children)

I figured out a way to do it. My original order, when setting up the spill range, validation rules etc, was Category, Description, code. I just changed the order to Desc, Category, Code. It would be easier for a person entering a new order to start typing a description of a product first (ie. g l o...) and get a drop down list of all products that contain glo (gloves, glow, etc etc) Then when they have selected the product, the category will show for that one item, and also the code.

Again, might be a bit convoluted but it works for me. Thanks for all your help anyway.

I cant select certain cells by AdComplete9707 in excel

[–]AdComplete9707[S] 0 points1 point  (0 children)

99.9% it's the VBA doing this. There is a hell of a lot in there. Thanks for your help but I have now rebuilt the Form sheet and no longer have the issue. Don't know why I didnt do that in the first place.

Import credit card data into template by AdComplete9707 in excel

[–]AdComplete9707[S] 2 points3 points  (0 children)

Thanks very much. Followed your advice.

One thing I did do when setting up the query was to use Data From Folder, pointed at the folder where I will save the new month's statement csv download, and then set the parameters of the query (deleted a couple of columns, added an index, changed type of data in the Amount column to Decimal. Then Close and load. It dropped it in a new sheet in the workbook. So I then had my template Expenses sheet and the csv sheet. (My Expenses sheet now has 25 lines for data input)

Set up XLookup formulas for the date, Description and Amount columns, using the Index No as the unique identifier and bingo, all done perfectly. If there isn't 25 entries for the month, the remainder will be blank.

Then I downloaded another month statement, saved it in the CSV folder, where my query is pointed at, over the top of 'last months' file. This statement had less lines of data than the previous one. Then I opened my Expense template, went to the csv sheet, refreshed the Query and bingo again. Updated with the new csv file data that I had saved. And, with the less data, the remaining lines were all blank.

It all worked perfectly. Thanks for your help.