Hopefully I’m not overthinking this. Here’s was I have. (I’ll upload a mini-sheet in a few. I have a data table that is 15 or so columns long but has about 2k rows of data.
Export sheet (sheet1)
Column A is my salesperson Name
Column d is cust service rep.
Column N is the name of the account
Column O is a list of account numbers
Every salesperson has anywhere from 20-30 accts row by row, and the salesperson’s name repeats for each acct they have.
Now each customer service rep has 10 or so of these accounts assigned to them. So their name will repeat in the table as well
Now…. On sheet2 I have a list of cust service reps from sheet1 (Dups removed) in a data validation list in D5. IF I select a cust rep name in D5 in D6 I want a data validation list that will give me a list of all accts for that cust service rep. Originally I did an xlookup to find the acct name and I pasted the formula into the data validation “source” box. And I get on acct name only. Not all acct names for the cust service Rep in a list in D6.
Any suggestions???
Export sheet (sheet1)
Column A is my salesperson Name
Column d is cust service rep.
Column N is the name of the account
Column O is a list of account numbers
Every salesperson has anywhere from 20-30 accts row by row, and the salesperson’s name repeats for each acct they have.
Now each customer service rep has 10 or so of these accounts assigned to them. So their name will repeat in the table as well
Now…. On sheet2 I have a list of cust service reps from sheet1 (Dups removed) in a data validation list in D5. IF I select a cust rep name in D5 in D6 I want a data validation list that will give me a list of all accts for that cust service rep. Originally I did an xlookup to find the acct name and I pasted the formula into the data validation “source” box. And I get on acct name only. Not all acct names for the cust service Rep in a list in D6.
Any suggestions???