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Create lists with multiple choice options

  1. #1
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    Create lists with multiple choice options

    I am creating a spreadsheet with data that I will be uploading into salesforce.com, so I'll be saving the spreadsheet as a .csv file. I have many columns where I have data validation referenced to item lists that reside on another sheet. Easy enough. Select and move on.

    However, I need to be able to make multiple selections of data (all within the same list) in one particular column. This is simply a selection of what type of account the record is, (i.e., retail, wholesale, internet, catalog, other). If the account is involved in multiple business activities, I need to be able to select each of those to fully explain the type of account.

    Is there a simple way this can be accomplished?

  2. #2
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    Bump. Still seeking assistance.

    Quote Originally Posted by Proejo
    I am creating a spreadsheet with data that I will be uploading into salesforce.com, so I'll be saving the spreadsheet as a .csv file. I have many columns where I have data validation referenced to item lists that reside on another sheet. Easy enough. Select and move on.

    However, I need to be able to make multiple selections of data (all within the same list) in one particular column. This is simply a selection of what type of account the record is, (i.e., retail, wholesale, internet, catalog, other). If the account is involved in multiple business activities, I need to be able to select each of those to fully explain the type of account.

    Is there a simple way this can be accomplished?

  3. #3
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    Hi,


    You will need to create a listbox as you cant multi select with validation.
    first off you will need to activate a toolbar (if it is not already)

    View > Toolbars > Forms

    This will then give you the option to create a list box (hover your cursor over the new toolbar options to get their names)

    Create a list box on your worksheet

    Right click > Format control > Control (Tab)

    The input range box is were you select your lvalues to fill the list box

    then check the multi option in the selection type.

    and your done, just use shift to select more than one option.

    hope it helps
    JR
    Versions
    Mac OS X 'Leopard'
    Mac MS Office Excel 2004
    Windows XP
    MS Excel 2002
    MS Excel 2003

  4. #4
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    Any file saved as a csv file is just the values seperated by commas, any formating macros combo boxes, list boxes will be lost. You need to save the sheet you work on as an excel sheet, get the data you need and past this to another sheet to save as a csv file. You could do this by macros, but perhaps an autofilter and then pasting the subset elsewhere is the approach to take

    Regards

    Dav

  5. #5
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    Alright. I have two questions:

    I understand the list box, but it is not giving me the option to set selection type. Is this a feature that Excel 2003 didn't include?

    Also, when you create a list box (assuming I can do what I need to do) how do you imbed the list box into a cell and will it copy down the column?

  6. #6
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    I'm in a similar position- I need to embed the options into a cell (actually, lots of cells) but users must only be able to choose "PASS"; "FAIL"; "CHECK".

    I have formulas in place to work out the outcome but these may need to be overridden with one of the above options.

    I don't want to lose the formulas and I can't create a list box for every cell that requires one- there are in excess of 2000 in the sheet.

    Any help would be appreciated (and sorry to hijack the thread!)

  7. #7
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    first off you cannot embed list boxs into cells, that would just be too easy
    .
    Japper: you dont need multi selection right? if not you can use validation:

    Data > Validation > select list from menu and either reference a range of cells or type in (seperated by commas)

    Proejo: I will look into this as i have a laptop at home with 2003 on so i will get back to you.

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