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Lookup table help

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  1. #1
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    Lookup table help

    I did this some time ago and have forgotten what I did. I created a medical expense tracking sheet for my girlfriend that incorporates a lookup table. She can merely click the arrow and the medical provider's name is inserted in one cell and mileage is inserted in another. I don't recall if this was a Lookup, Vlookup or other - and don't recall how to access and modify the lookup table. She needs to add/delete some entries and has also moved some entries in the table that now no longer produce the expected results.

    Any suggestions? I can attach the small file if it would help.

    Duane

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    Re: Lookup table help

    Attach a file... especially if you have a working model of what you are talking about. It is likely that it is Vlookups but lets see what the doc actually looks like and how it functions before we get into details.
    -If you think you are done, Start over - ELeGault

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    Re: Lookup table help

    Hi and thanks.

    I've attached the file. The "Vlookup" table is on the right (n3:o37) and the data selection is made by selecting the medical provider in column B. It then picks the provider name and puts it in column B and the Mileage in column F.

    I understand that you need to change the Data Validation from "List" to "Any Value" in the table, make whatever edits on the data, then change it back to "List", putting in the $N$4:$o$39 in column N then $N3:$o$39 into column O. That seems to work (but I don't know where the N4 and N3 comes from).

    At any rate, the objective was that she wanted to add/edit data in the (N:O) Lookup table as new providers came and old ones were eliminated or changed. I don't know of a simple way to do this where I don't have to do the Data Validation maneuvers for her as explained above.

    I am open (and appreciative) to any suggestions.

    Duane
    Attached Files Attached Files

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    Re: Lookup table help

    Hey, Not sure if this if I catch exactly what you are asking, but I did some formatting and added some total columns.

    Sounds like you understood that you needed to remove the data validation in O and N in order for her to update the data. I went ahead and did this as well as made room to add below.

    Look it over and let me know what questions you have, also let me know if that solves the originating question.
    The Vlookup you were using was fine other than needing to remove the validation from N:O which by the way is O:P now.

    It shifted to the right due to the Active/Inactive column I added to A. I figured the list below was inactive/past items that you wanted to save, this will give you a way to do so without having to separate the lists. Then I gave you totals up top broken down by month... again, play with it and let me know what questions you have.

    2014 Medical Expense Tracking.xlsx

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    Re: Lookup table help

    I don't care what they say about you .... I think you're terrific. Thank you for looking at this and all the effort you put into it.

    I like the Column A (Active / Inactive) list. Does it do anything to the vlookup table (O:P) or the drop down list in column C ? Or is it merely a label she can use?

    For some reason, my column G (Mileage) is not displaying. Instead of the mileage, it is showing #NAME? - is this an error in the formula, my formatting or other?
    The formula there is =iferror(VLOOKUP(C24;$O$22:$P$62;2;0);"") - per your comment, is the first blank row 23 or 22?

    She wants to "freeze" row 22 so that the header remains as she scrolls thru data. But the summary data you put at the top (which is terrific by the way) only leaves a couple rows of data visible below row 22. Is there a way to move all the summary data to the bottom so the header now in row 22 can be fixed while she scrolls thru the data?

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    Re: Lookup table help

    Further info. The #NAME? error in column G (Mileage) occurred while using Open Office on my laptop. When I opened the file in Excel on my desktop, the mileage figures were there.

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    Re: Lookup table help

    I hope there is nothing bad being said.. lol ... Couple things to go on there -

    First when it comes to open office they have limitations on nesting as well as limited formula functions. So this is going to happen the more complex we make that sheet.

    Freezing, I would simply highlight all the rows from row 1 down to right before the row you wish to freeze (The headers of the columns so 1:21) and then group it via the data tab.
    This will allow you to collapse that section while you don't want to see it. Then freeze it how she was wishing to do there.

    The Active Inactive is only important when it comes to the totals. It groups the sums based on what she indicates there. The drop down in C for the monthly breakdown will also be utilizing that column so again it only affects the totals.

    I believe that is it and you should be good!

    Thanks

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    Re: Lookup table help

    You are correct. It was nothing bad (that I can say). And yes, I think you have done it .... and done it quite well. Many thanks again. If I can find it, I'll mark this thread as "solved".

    regards,
    Duane

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