Dependent Data Validation list involving VLOOKUP

DarrenK

Board Regular
Joined
Aug 5, 2017
Messages
65
Office Version
  1. 365
Platform
  1. Windows
Hello,

I wasn't sure how to search for an answer previously posted as nothing I typed found what I needed.

First off, I have Excel 2011 for Mac and haven't figured out how to copy/paste including the row/column headings so apologies for a lack of illustrated example. My copying/pasting created a very ugly table that I didn't think would work. I also understand how to create Data Validation dropdown menus as well as basic functional knowledge of the VLOOKUP formula. However, my ability ends there.

Sorry, here's my question (in steps): I have a list of evaluations for my employer. The list will have duplicate employee names as each employee is evaluated multiple times a month. Each evaluation row includes the Employee name, the date the evaluation was performed, the score of the evaluation and an evaluation ID (Each ID is unique).

1. I would like to insert a Data Validation list in cell A2. This list is based on the list of evaluated employees occupying column E. Because the list will have multiple instances of the same names, I don't believe that will be an issue. I know how to develop Data Validation dropdown menus, but will the same name being listed multiple times be an issue? I only want each employee name to display once in the dropdown.

2. Once the dropdown is created, I will need a second dropdown Data Validation menu in cell B2 that is dependent upon the first list of employee names. The second dropdown list will display ONLY the dates of the evaluations performed on the selected employee which are found in column F.
(EX: If Joe has eval dates of 8/1, 8/8, 8/18 and 8/24, when I select Joe's name from the first dropdown, the second dropdown will only display the previous 4 dates). That makes me feel I need VLOOKUP but wasn't sure how to incorporate it accurately.

3. Lastly, after I select the evaluation date from B2, I want the Evaluation Score to appear in cell C2 that appears in the same row as that particular evaluation date. Now the raw data will ultimately be in a different worksheet and there will be a list of 120 evaluations each month so I felt using VLOOKUP and referencing the Evaluation ID would work the best as it would pinpoint one and only one row.

I hope this makes sense. Please let me know if you need more information. Thank you in advance.
 

Excel Facts

VLOOKUP to Left?
Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.
namedatescoreid
ian01/05/2017771nameharry
sid03/05/2017682date23/05/2017
ed05/05/2017813
harry07/05/2017754nameharryCount of score
ian09/05/2017605scoreTotal
sid11/05/2017656Count of date 771
ed13/05/2017707dateTotalGrand Total1
harry15/05/201775807/05/20171
ian17/05/201780915/05/20171
sid19/05/2017791023/05/20171
ed21/05/2017781131/05/20171
harry23/05/2017771208/06/20171
ian25/05/2017761316/06/20171
sid27/05/20177414Grand Total6
ed29/05/20177215
harry31/05/20177016
ian02/06/20177117
sid04/06/20177218
ed06/06/20177319
harry08/06/20177420a simple pivot lets you select Harry
ian10/06/20177521and displays the dates of each evaluation
sid12/06/20177622
ed14/06/20177723
harry16/06/20177824a second pivot does the rest

<colgroup><col><col><col span="4"><col><col><col span="2"><col><col><col span="2"></colgroup><tbody>
</tbody>
 
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