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get cells to populate based off two data validation entries:

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krisba get cells to populate based... 03-03-2011, 06:51 PM
JBeaucaire Re: get cells to populate... 03-03-2011, 09:36 PM
krisba Re: get cells to populate... 03-04-2011, 12:35 PM
JBeaucaire Re: get cells to populate... 03-04-2011, 09:37 PM
krisba Re: get cells to populate... 03-08-2011, 11:44 AM
JBeaucaire Re: get cells to populate... 03-08-2011, 05:42 PM
  1. #1
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    Unhappy get cells to populate based off two data validation entries:

    I have two data validation cells:

    - In one a user can select: All Fixed, Current Income, Balanced Appreciation, Balanced, Balanced Return, Balanced Appreciation, Appreciation, or All Equity.

    - In the second, the user can select Accredited or Non-Accredited

    Based off these two selections, I need cells to populate with allocation percentages (ie: if they choose Balanced Income and Non-Accredited, certain cells need to populate with 0% (representing cash), 20% (representing large cap), 4% (representing mid cap), 3% (representing small cap), 7% (for both int'l and emerging markets), etc.......

    Each one of these would combinations would have a different % output.

    Any ideas? I think I am way over my head.

    Thanks for the help!

  2. #2
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    Re: get cells to populate based off two data validation entries:

    Add a sheet to your workbook called TABLE.

    In the table put your income types down column A starting at A2. These would be:

    Accredited-All Fixed
    Accredited-Current Income
    Accredited-Balanced Appreciation
    Accredited-Balanced
    Accredited-Balanced Return
    Accredited-Balanced Appreciation
    Accredited-Appreciation
    Accredited-All Equity
    Non-Accredited-All Fixed
    Non-Accredited-Current Income
    Non-Accredited-Balanced Appreciation
    Non-Accredited-Balanced
    Non-Accredited-Balanced Return
    Non-Accredited-Balanced Appreciation
    Non-Accredited-Appreciation
    Non-Accredited-All Equity

    Put in B1 - CASH
    Put in C1 - LARGE CAP
    Put in D1 - MID CAP
    Etc....

    Now fill in the table with the percentages.

    This creates a lookup table.

    Back on another sheet you would lookup percentages using an INDEX/MATCH.

    For Accredited (in cell A1) and All Fixed in cell (A2) and MID CAP (in cell A3) the formula would read:

    =INDEX(Table!$B$2:$Z$100, MATCH($A1 & "-" & $A2, Table!$A$2:$A100, 0), MATCH($A3, Table!$B$1:$Z$1, 0))
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  3. #3
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    Re: get cells to populate based off two data validation entries:

    Thank you for responding. I attached a test sheet. I don't have a Index/Match choice in my formula bar. I can only choose one or the other. Based off the attached sheet, I want to choose two options in the yellow cells (ie: balanced apprecation / accredited) and then have the corresponding percentages return below that in the brown cells. (ie: have the 0% show next to cash, 29% show next to us large cap, etc)

    I know I am missing something.

    Thanks again for your help. This is great!
    Attached Files Attached Files

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    Forum Expert JBeaucaire's Avatar
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    Re: get cells to populate based off two data validation entries:

    Format B6 as percentage, then enter this formula and copy downward:

    =INDEX($E$5:$Q$20, MATCH($B$3&"-"&$B$4, INDEX($C$5:$C$20&"-"&$D$5:$D$20, 0), 0), MATCH($A6, $E$4:$Q$4, 0))

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    Re: get cells to populate based off two data validation entries:

    Perfect. Thanks!

  6. #6
    Forum Expert JBeaucaire's Avatar
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    Re: get cells to populate based off two data validation entries:

    If that takes care of your need, please click EDIT in your original post, click GO ADVANCED and set the PREFIX box to SOLVED.

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