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FabiolaRivas-1425 avatar image
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FabiolaRivas-1425 asked emizhang-msft commented

How to auto populate certain rows of a table based on a selection of a drop down menu in Excel?

I want to organize my data so that each sheet in my work book is the data for a specific organization, except for my master list. I do not want to copy and paste each row of information onto the other sheet, rather I want it to update every time I open the workbook. I have my table set up as Date, Full Name, Email, Number, Address, Case Status, Referral Agency, Amount Approved. I want the data to auto populate based on which referral agency gave me the client though I have it set up as a dropdown menu. I am in no way a professional Excel user but I know my way around. If there is a video that breaks down the steps, or if anyone knows how to do it and explain it in major detail, thank you so much, it would be greatly appreciated!

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Hi @FabiolaRivas-1425,
I suggest you try to provide the data source table and the result table you need, please be a bit more precise to explain your requirement or you can upload a screenshot so that I can get more accurate solutions to this problem. I’m glad to help and follow up your reply.


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63167-fake-table-of-clients.png63172-fake-table-of-clients.png



I thought I had uploaded it in my original posting, sorry! I have added a couple more headers than originally said but all necessary in order to keep track of my data, though I am not sure it is all that well organized. Either way here is a dummy table of what my master list looks like. Again what I want to do is that every sheet in my work book be a table for each referral agency but with all the information auto populating, either in live time or whenever I press save/open the work book. Thank you!

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Also, each referral agency is already on another table and I can just choose from a drop down menu in my table.![63173-fake-table-of-clients.png][1]


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Hi,

Thanks for accepting answer here. Other partners who read the forums with the same issue can get more information from the correct result.

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1 Answer

Lz-3068 avatar image
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Lz-3068 answered Lz-3068 commented

@FabiolaRivas-1425

Option 1: A Get & Transform aka Power Query solution is documented in Split master as separate sheets. For your scenario replace Team with Referal Agency

And once you've setup your CCSFSU, MEDAN, Mission... queries:
1/ Go to the Data tab > Queries & Connections (the corresponding pane opens on the right)
2/ Right click on query CCSFU > Properties > Check option "Refresh data when opening the file"

63843-demo.png

3/ Repeat #2 for the other queries (MEDAN, Mission...)


Option 2: If you run Excel 365 and have the FILTER function a dynamic solution exists. However, I would not recommend it in your case due the the [Date] column that can't be auto. formatted in the result sheets. If you're interested let me know and I'll upload a sample


Recommendation: when raising a case on this forum, mention the Excel version in use + the operation system (Windows vs Mac)




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Thank you for this! I have it all done with each sheet refreshing automatically.

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Lz-3068 avatar image Lz-3068 FabiolaRivas-1425 ·

Glad I could help & Thanks for posting back. If you think article Split master as separate sheets can help others, feel free to upvote it


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