Updating a list and totally confused

MrDil

New Member
Joined
Mar 26, 2024
Messages
6
Office Version
  1. 365
Platform
  1. Windows
I am guessing this might be easier than I thought, but I still can't figure it out. Here is my sheet as I can't install XL2bb.

Columns A through C are imported in. D is a sort and unique formula. I use a dropdown from a list (G) to populate E with the Merchant Category.

If I import new data into Column A, my sort will work in Column D, but its associated Business Type (Col. E) from the dropdown will not move with the data in Col. D.

How can I do this?

Thanks so much!


Column ABCDEFG
DateMerchantAmount (Dollars)=SORT(UNIQUE(b2:b1000))Dropdown from Col G.Merchant Category
1/1/24CD Iron Works14,000Best Woods GroundsBusiness < 50Gov't
1/2/24Blue Collar Inc.18,125Blue Collar Inc.Business > 50 milesBusiness < 50
1/8/24Best Woods Grounds6,519CD Iron WorksBusiness < 50Education
1/9/24City of Springfield23,457City of SpringfieldGov'tCharity/NFP
1/9/24Blue Collar Inc.3,420Business > 50 miles
New dataNew dataNew Data
1/15/24CD Iron Works5,000
 

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Copy formula down without changing references
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What do you mean by this?

For example, how do you determine that Best Woods Grounds is category "Business < 50"?
Column g is a simple table. I have a drop-down menu in column e to manually choose what type of business category it is. This is why I am having the issue. I want to keep the data from D and E to stay together, but if I add new Data, the data from e will not be correct.Hope this makes sense
 
Upvote 0
I suggest you set up a separate lookup table for the business type:

ABCDEFGHI
1DateMerchantAmount (Dollars)Unique Dropdown from Col G.BusinessType
21/01/2024CD Iron Works14,000Another new merchantPlease update BusinessType table!Best Woods GroundsBusiness < 50
31/02/2024Blue Collar Inc.18,125Best Woods GroundsBusiness < 50Blue Collar Inc.Business > 50 miles
41/08/2024Best Woods Grounds6,519Blue Collar Inc.Business > 50 milesCD Iron WorksBusiness < 50
51/09/2024City of Springfield23,457CD Iron WorksBusiness < 50City of SpringfieldGov't
61/09/2024Blue Collar Inc.3,420City of SpringfieldGov't
7New merchant1111New merchantPlease update BusinessType table!
8Another new merchant2222
91/15/24CD Iron Works5,000
10
Sheet1
Cell Formulas
RangeFormula
D2:D7D2=SORT(UNIQUE(B2:B9))
E2:E7E2=IFERROR(VLOOKUP(D2#,BusinessType,2,),"Please update BusinessType table!")
Dynamic array formulas.
Named Ranges
NameRefers ToCells
BusinessType=Sheet4!$G$2:$H$5E2
 
Upvote 0

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