Excel 2007 : Issue with drop-down menus finding/categorizing data

**Uppolez** · 02-16-2012, 10:43 AM

Hey everyone, I have a problem here that I'm hoping someone can answer.

I'm an engineer that works for an engineering company and have been assigned the task of generating a standardized quote sheet which can be updated easily, however my Excel experience is....almost non-existant.

So heres what I am trying to do...

I have one workbook, with multiple worksheets. The first worksheet is going to be the 'Quote' Sheet. This will be what calculates the total cost for all parts, labor, etc. The other worksheets are for individual customers. We have returning customers that we deal with on a usual basis, and they generally order the same parts. So, I've made worksheets which hold their information; Part Numbers, cost, etc. The example I've given just says "Customer" on the picture I've posted with this question,a nd this will be the worksheet I'm getting data from. What I want to do, is have multiple drop down lists on the main sheet, the "Quote' Worksheet. The first drop-down will just list the customer's name. So, when I select "Customer" the only information in the other drop-downs will be from that customer's worksheet only. This way, when our secretary is making a quote, she only sees information from "CustomerA" not "CustomerB". Then, in the "Vendor" Column, I select the vendor name. So, using the example from the picture I posted, lets say from the "Quote" Worksheet, I select Hammond. Now, when I go to the drop-down menu for the "Vendor Part Number" Column, I only see part numbers from Hammond, no other vendors. Then, finally, when I select the "Vendor Part Number" I want, it uploads all the information into other columns. For instance, say I select the "Box 1-2-3" item, it uploads the "Description", "Cost (Per Unit)", and "Date of Pricing". All of the drop-downs are in the "Quote" Worksheet, and the only purpose the "Customer" worksheet serves is to hold the information to be put on the "Quote" Worksheet.

I know this is confusing, and very hard to explain without you sitting next to me. Feel free to ask me anything to make this easier to understand. Any help is appreciated

**zbor** · 02-16-2012, 10:45 AM

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