+ Reply to Thread
Results 1 to 3 of 3

Possible UserForm to Enter Customer Names

  1. #1
    Registered User
    Join Date
    10-18-2016
    Location
    USA
    MS-Off Ver
    2016
    Posts
    1

    Possible UserForm to Enter Customer Names

    I’m trying to simply my process to enter customers into my worksheet. I’m not sure if Excel is capable of this, so I thought I would ask for help. At this point, my thoughts are just conceptual.

    I would like to have a basic UserForm with a list of customers. I would like to open the UserForm, select my customers for this order, then have the UserForm populate selected customer (in alphabet order) starting in cell D188 and going up to D263 based on the number of customer selected. I can have up-to 75-customers per worksheet. My VBA skills are limited (and that may be an overstatement), so any help or suggestions is greatly appreciated.

    UserForm.jpg

    I am currently using Data Validation with a Defined Name dropdown list within the range. However, there are some limitation I’ve found with Data Validation (e.g., will not auto complete as I start to type to find matching customer(s), the dropdown list only shows 8-customers, font is extremely small and cannot be changed). It time consuming to scroll through the list with only 8-customers with very small text to select each customer one at a time. So, I looking for other options.

    I’m not hung up on the CheckBox or OptionButton list, it appears it would be quicker to select my customer all at once and let the UserForm populate selected customer into my worksheet (assuming that’s possible).

    If you there’s an earlier or more feasible approach, I’m certainly looking for suggestions.

    I do have a question and/or concern. I occasionally add a new customer. By using the UserForm with a CheckBox or OptionButton, if I add customer(s) will I have to rearrange my form to insert the customer in the appropriate alphabet sequence or can my CheckBoxes be tied to a Defined Name dynamic list and as I make changes to my list, it would update my UserForm automatically? If I would have to adjust the entire UserForm (e.g., insert customer and move others), this may become burdensome and difficult to manage...

    Thank you for your help.

  2. #2
    Forum Guru MarvinP's Avatar
    Join Date
    07-23-2010
    Location
    Woodinville, WA
    MS-Off Ver
    Office 365
    Posts
    16,449

    Re: Possible UserForm to Enter Customer Names

    Hi brad and welcome to the forum,

    There is an old tool called "Data Form" that you can make active and it will do what I think you want. It is very hard to create your own VBA userform. It is very easy to use the build in one. You will need to customize your toolbar and put it in your Quick Access Toolbar (QAT). Then simply put your cursor in any table and click the new Icon.

    Read:
    http://www.addintools.com/documents/...data-form.html
    http://spreadsheets.about.com/od/dat..._data_form.htm
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
    Forum Guru
    Join Date
    07-25-2011
    Location
    Florida
    MS-Off Ver
    Excel 2003
    Posts
    9,659

    Re: Possible UserForm to Enter Customer Names

    There is a method to overlay a Combobox on top of Data Validation DropDown lists. This can give you features like autocomplete and longer preview lists (more than 8), and different fonts.

    Data Validation Combo box (link to guide)
    To overcome the limitations of a data validation drop down list, you can add a combo box to your worksheet, and use programming to make it appear in cells that contain a data validation list.



    If you don't know VBA or object oriented programming, making your own Userform will be a significant challenge.
    Last edited by AlphaFrog; 10-18-2016 at 11:49 PM.
    Surround your VBA code with CODE tags e.g.;
    [CODE]your VBA code here[/CODE]
    The # button in the forum editor will apply CODE tags around your selected text.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Pulling the customer name when I enter the customer number
    By c.seely in forum Excel Formulas & Functions
    Replies: 8
    Last Post: 12-04-2012, 01:12 PM
  2. Consolidate customer names and amounts
    By Helpmy in forum Excel General
    Replies: 2
    Last Post: 09-20-2011, 05:30 PM
  3. Customer Names into Customer List
    By dustin470 in forum Excel General
    Replies: 2
    Last Post: 02-13-2010, 08:52 AM
  4. [SOLVED] Why when I enter & in the customer header field, it does not show
    By Patent accountant in forum Excel General
    Replies: 4
    Last Post: 04-27-2006, 02:30 PM
  5. I want to enter a customer # and retreive their data
    By creo in forum Excel - New Users/Basics
    Replies: 2
    Last Post: 04-12-2006, 11:25 PM
  6. Sorting customer names
    By seeking improvment in forum Excel General
    Replies: 4
    Last Post: 09-29-2005, 11:05 PM
  7. Enter a customer name in the invoice workbook when the names are .
    By Muriel Ganchar in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 05-17-2005, 02:25 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1