Using Dynamic Validation Lists for every row in table

psycoperl

Active Member
Joined
Oct 23, 2007
Messages
339
Office Version
  1. 365
  2. 2016
Platform
  1. Windows
  2. MacOS
  3. Web
This is a follow up to the scenario I started in Cascade Dropdown Values

What I would like to do is expand the validation lists and options to work on each row in the [ClaimsTable] on the Claims Worksheet.

While Row 4 of the ClaimsTable works as expected, I am not sure how to expand it to the rest of the rows in the table.

Claims Tracking.xlsx
ABCDEFGHIJKLMN
3Record#Claim DateClaim TypeInsurance PlanPolicy NumberFacilityProviderClaim # / Order #Descr Amount Submitted DateReceived? Column1 Column2
40012023-01-03Z_OTCOTC - OVER THE COUNTER - MEDICALGeneric OTCSupermarket Zone
50022023-01-04 
6  
7  
8  
Claims
Cell Formulas
RangeFormula
A4:A8A4=IF(NOT(ISBLANK([@[Claim Date]])),COUNT(B$4:B4),"")
E5:E8E5=IF(XLOOKUP(D5,InsurancePlanList!A:A,InsurancePlanList!B:B,"",0,1)=0,"",XLOOKUP(D5,InsurancePlanList!A:A,InsurancePlanList!B:B,"",0,1))
Cells with Conditional Formatting
CellConditionCell FormatStop If True
H:HCell ValueduplicatestextNO
Cells with Data Validation
CellAllowCriteria
C4:C8List=UniqueLists!$A$2#
D4:D8List=UniqueLists!$C$2#
F4List=UniqueLists!$E$2#
G4List=UniqueLists!$G$2#


Claims Tracking.xlsx
ABCDEFG
1Plan TypeInsurance PlansFacility ListPROVIDER LIST
2  Generic OTCAmazon
3DentalOTC - OVER THE COUNTER - DENTAL Supermarket Zone
UniqueLists
Cell Formulas
RangeFormula
A2:A8A2=SORT(IF(UNIQUE(InsurancePlanList!$C$2:$C$300,FALSE,FALSE)=0,"",UNIQUE(InsurancePlanList!$C$2:$C$300,FALSE,FALSE)))
C2:C6C2=SORT(UNIQUE(IF(FILTER(Insurance_Plans[PlanName],Insurance_Plans[Type]=Claims!C4,"")=0,"",FILTER(Insurance_Plans[PlanName],Insurance_Plans[Type]=Claims!C4,"")),FALSE,FALSE))
E2E2=SORT(UNIQUE(IF(FILTER(Provider_and_Facility[Facility],Provider_and_Facility[Type]=Claims!C4,"")=0,"",FILTER(Provider_and_Facility[Facility],Provider_and_Facility[Type]=Claims!C4,"")),FALSE,FALSE))
G2:G3G2=SORT(UNIQUE(IF(FILTER(Provider_and_Facility[Provider],(Provider_and_Facility[Type]=Claims!C4)*(Provider_and_Facility[Facility]=Claims!F4),"")=0,"",FILTER(Provider_and_Facility[Provider],(Provider_and_Facility[Type]=Claims!C4)*(Provider_and_Facility[Facility]=Claims!F4),"")),FALSE,FALSE))
Dynamic array formulas.
 

Excel Facts

Does the VLOOKUP table have to be sorted?
No! when you are using an exact match, the VLOOKUP table can be in any order. Best-selling items at the top is actually the best.

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