Need data validation lost for budget

jas86

New Member
Joined
Jul 24, 2023
Messages
4
Office Version
  1. 365
Platform
  1. Windows
I have received a new spreadsheet with the annual budget for the 22-23 fiscal year.

I also have 5 clients, each with an allocated percentage or breakdown of how much the overall budget is to be applied.

Example: client 1 will receive 33% of the overall budget.

Is there a way I can have a "drop down list" by selecting the client and then the budget recalculate to the assigned breakdown percwntage amount?

I.e: if I select client 1, all calculations will convert to 33% of the total budget.

I'm struggling to find method to action this.
 

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@jas86 Welcome.
Difficult to be specific without knowing how your full budget data is structured.
However, maybe you can develop the below?
Requires a lookup table to provide the source of your dropdown and retrieve the client budget percentage.
Then use that percentage to modify the full budget breakdown values.
If original breakdown values are derived by formulas then just edit the formulas to be eg ????*$B$3
If they are hard values then you will need to retain them and create additional cells that apply the percentage in eg. $B$3

Book3
AB
1ClientBudget %
2Client Z33
3Client 9913
4Client A22
5Client 220
6Client 6612
7
Sheet6


Book3
ABCDEF
1
2ClientBudget %
3Client 9913<< Apply this % to total budget elements
4
Sheet5
Cell Formulas
RangeFormula
B3B3=XLOOKUP(A3,Sheet6!A2:A6,Sheet6!B2:B6,100,0)
Cells with Data Validation
CellAllowCriteria
A3List=Sheet6!$A$2:$A$6


Hope that helps.
 
Upvote 0
Solution
@jas86 Welcome.
Difficult to be specific without knowing how your full budget data is structured.
However, maybe you can develop the below?
Requires a lookup table to provide the source of your dropdown and retrieve the client budget percentage.
Then use that percentage to modify the full budget breakdown values.
If original breakdown values are derived by formulas then just edit the formulas to be eg ????*$B$3
If they are hard values then you will need to retain them and create additional cells that apply the percentage in eg. $B$3

Book3
AB
1ClientBudget %
2Client Z33
3Client 9913
4Client A22
5Client 220
6Client 6612
7
Sheet6


Book3
ABCDEF
1
2ClientBudget %
3Client 9913<< Apply this % to total budget elements
4
Sheet5
Cell Formulas
RangeFormula
B3B3=XLOOKUP(A3,Sheet6!A2:A6,Sheet6!B2:B6,100,0)
Cells with Data Validation
CellAllowCriteria
A3List=Sheet6!$A$2:$A$6


Hope that helps.
Thank you so much! Whilst it wasn't what I had envioned, it allowed me to take a different route and give me the resukt I needed.
 
Upvote 0

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