Filter Data from Drop Down List

[bruce21]

Hello All,

This is what I need to do. I have a drop down list in sheet 1 that when a customer name is selected I want to copy in just the selected data for that customer name from another worksheet. I do not want to see all the records just the records associated for that customer.

I've tried macros which work on the first selection, but any selection made afterwards it seems to keep the first customer name. Unable to clear and reset.

Any ideas or direction on a better way. I can provide spreadsheet if need be.

Thank you all,
BD

 

[Toadstool]

Hi bruce21,

It sounds like you may want to use AGGREGATE. Take a look and tell me if this is what you are looking for.


This is my data sheet with sales by name:

	A	B	C	D	E
Name	Company
Alf Carruthers	ACME Widgets
Bert Jones	Altwood Bits
Alf Carruthers	Carter PLC
Alf Carruthers	Green & Son
Bert Jones	Mint Trading
Alf Carruthers	Bridges Stuff
Bert Jones	Jones & Jones
Kathy Bridges	Jones & Jones
Kathy Bridges	Zoe & Partners
Kathy Bridges	Lily Interiors
Kathy Bridges	Easy Partners
Sarah Pollard	ACME Widgets
Kathy Bridges	Jones & Jones

<tbody>
[TD="align: center"]3[/TD]

[TD="align: center"]Sales 2017[/TD]
[TD="align: center"]Sales 2018[/TD]
[TD="align: center"]Sales 2019[/TD]

[TD="align: center"]4[/TD]

[TD="align: center"]$21,315[/TD]
[TD="align: center"]$30,346[/TD]
[TD="align: center"]$21,994[/TD]

[TD="align: center"]5[/TD]

[TD="align: center"]$38,201[/TD]
[TD="align: center"]$25,608[/TD]
[TD="align: center"]$59,469[/TD]

[TD="align: center"]6[/TD]

[TD="align: center"]$41,455[/TD]
[TD="align: center"]$70,711[/TD]
[TD="align: center"]$40,436[/TD]

[TD="align: center"]7[/TD]

[TD="align: center"]$46,016[/TD]
[TD="align: center"]$15,851[/TD]
[TD="align: center"]$66,310[/TD]

[TD="align: center"]8[/TD]

[TD="align: center"]$40,345[/TD]
[TD="align: center"]$24,567[/TD]
[TD="align: center"]$82,349[/TD]

[TD="align: center"]9[/TD]

[TD="align: center"]$70,662[/TD]
[TD="align: center"]$64,842[/TD]
[TD="align: center"]$46,153[/TD]

[TD="align: center"]10[/TD]

[TD="align: center"]$31,668[/TD]
[TD="align: center"]$82,986[/TD]
[TD="align: center"]$33,251[/TD]

[TD="align: center"]11[/TD]

[TD="align: center"]$33,857[/TD]
[TD="align: center"]$69,499[/TD]
[TD="align: center"]$84,756[/TD]

[TD="align: center"]12[/TD]

[TD="align: center"]$15,573[/TD]
[TD="align: center"]$46,401[/TD]
[TD="align: center"]$68,767[/TD]

[TD="align: center"]13[/TD]

[TD="align: center"]$65,996[/TD]
[TD="align: center"]$82,312[/TD]
[TD="align: center"]$41,678[/TD]

[TD="align: center"]14[/TD]

[TD="align: center"]$72,262[/TD]
[TD="align: center"]$48,258[/TD]
[TD="align: center"]$49,174[/TD]

[TD="align: center"]15[/TD]

[TD="align: center"]$19,159[/TD]
[TD="align: center"]$68,318[/TD]
[TD="align: center"]$65,540[/TD]

[TD="align: center"]16[/TD]

[TD="align: center"]$62,291[/TD]
[TD="align: center"]$52,788[/TD]
[TD="align: center"]$38,300[/TD]

</tbody>

SalesData​

From your dropdown in B3 on your main sheet you select the name. The formulae in D3 to G3 (copied down as many hits as you may have) will show just the rows matching the selected name.

	A	B	C	D	E	F	G
Company

<tbody>
[TD="align: center"]2[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]

[TD="align: center"]Sales 2017[/TD]
[TD="align: center"]Sales 2018[/TD]
[TD="align: center"]Sales 2019[/TD]

[TD="align: center"]3[/TD]
[TD="align: right"]Name=[/TD]
[TD="align: center"]Kathy Bridges[/TD]
[TD="align: right"][/TD]
[TD="align: center"]Jones & Jones[/TD]
[TD="align: center"]$33,857[/TD]
[TD="align: center"]$69,499[/TD]
[TD="align: center"]$84,756[/TD]

[TD="align: center"]4[/TD]
[TD="align: right"]Count=[/TD]
[TD="align: center"]5[/TD]
[TD="align: right"][/TD]
[TD="align: center"]Zoe & Partners[/TD]
[TD="align: center"]$15,573[/TD]
[TD="align: center"]$46,401[/TD]
[TD="align: center"]$68,767[/TD]

[TD="align: center"]5[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: center"]Lily Interiors[/TD]
[TD="align: center"]$65,996[/TD]
[TD="align: center"]$82,312[/TD]
[TD="align: center"]$41,678[/TD]

[TD="align: center"]6[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: center"]Easy Partners[/TD]
[TD="align: center"]$72,262[/TD]
[TD="align: center"]$48,258[/TD]
[TD="align: center"]$49,174[/TD]

[TD="align: center"]7[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: center"]Jones & Jones[/TD]
[TD="align: center"]$62,291[/TD]
[TD="align: center"]$52,788[/TD]
[TD="align: center"]$38,300[/TD]

[TD="align: center"]8[/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: right"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]
[TD="align: center"][/TD]

</tbody>

bruce21​

[TABLE="width: 85%"]
<tbody>[TR]
[TD]Worksheet Formulas[TABLE="width: 100%"]
<tbody>[TR="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]
[TH]Cell[/TH]
[TH="align: left"]Formula[/TH]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]D3[/TH]
[TD="align: left"]=IF(ROWS($D$3:$D3)>$B$4,"",INDEX(SalesData!B$4:B$999,AGGREGATE(15,6,ROW(SalesData!$A$4:$A$999)-ROW($A$3)/(SalesData!$A$4:$A$999=$B$3),ROWS(D$3:D3))))[/TD]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]E3[/TH]
[TD="align: left"]=IF(ROWS($D$3:$D3)>$B$4,"",INDEX(SalesData!C$4:C$999,AGGREGATE(15,6,ROW(SalesData!$A$4:$A$999)-ROW($A$3)/(SalesData!$A$4:$A$999=$B$3),ROWS(E$3:E3))))[/TD]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]F3[/TH]
[TD="align: left"]=IF(ROWS($D$3:$D3)>$B$4,"",INDEX(SalesData!D$4:D$999,AGGREGATE(15,6,ROW(SalesData!$A$4:$A$999)-ROW($A$3)/(SalesData!$A$4:$A$999=$B$3),ROWS(F$3:F3))))[/TD]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]G3[/TH]
[TD="align: left"]=IF(ROWS($D$3:$D3)>$B$4,"",INDEX(SalesData!E$4:E$999,AGGREGATE(15,6,ROW(SalesData!$A$4:$A$999)-ROW($A$3)/(SalesData!$A$4:$A$999=$B$3),ROWS(G$3:G3))))[/TD]
[/TR]
[TR]
[TH="bgcolor: [URL=https://www.mrexcel.com/forum/usertag.php?do=list&action=hash&hash=DAE7F5]#DAE7F5[/URL] "]B4[/TH]
[TD="align: left"]=COUNTIF(SalesData!A:A,B3)[/TD]
[/TR]
</tbody>[/TABLE]
[/TD]
[/TR]
</tbody>[/TABLE]

Only the INDEX column changes (B,C,D,E as they're all next to each other) between D and G.

 

[Akuini]

I can provide spreadsheet if need be.

It would be helpful if you could upload a sample workbook to a site such as dropbox.com then put the link here.

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[Fazza]

Another approach is a parameterised query. Uses no formulas & no code.
Please google for examples. Like http://dailydoseofexcel.com/archives/2004/12/13/parameters-in-excel-external-data-queries/