Ok, guys, new to this forum and I need some help with a business invoice. I know how to create a drop down list. But what I want to do is create a Drop-Down list with customers names, say cell A11. After selecting a customer name from the list, It would be able to populate the address in cells A12 and A13. Is this possible?
I see others have recommended VLookup, but I think that is a terrible formula that is very, VERY touchy. If the columns for your source data ever changes, you will have to reassign them in every one of your formulas. what you're asking for help with sounds very similar to what I've been doing on multiple scales.
What you need is Index/Match
I have a sheet that contains a list of every one of our customers (around 1500 lines). there are columns for company name, account number, address, phone number, etc.
this can be tedious to sort through and sometimes, it is nice to get a snapshot for all the relevant info on one particular customer.
I created a sheet where I can input the customer's account number into a field and all of the other fields will automagically populate (address, sales info, etc)
The formula would look something like this, but don't get intimidated, because it is actually much easier to me than VLOOKUP ever was and the best part is that if you move your columns around for your source data, the formula will adjust on its own... automagically.
=INDEX('Account Data'!A:A,MATCH($B$2,'Account Data'!$B:$B,0))
'Account Data' is the sheet where the list of data is contained. That is where I'm pulling information from.
=INDEX(
'Account Data'!A:A,MATCH($B$2,'Account Data'!$B:$B,0))
This section is "what information do I want to put into this field?" In this case, I wanted the company name in the cell where I put this formula. Column A of my account data sheet is where all of the company names are. This tells the Index function "this is the range of cell that contains the information I want you to find"
=INDEX('Account Data'!A:A,
MATCH($B$2,'Account Data'!$B:$B,0))
Match is a function you can use to tell INDEX which company name from the source data to populate. In this case, I will be putting the account number into cell B2. In my source data, Column B contains the account numbers for each of the customers. So, I'm telling the formula to match whatever is in B2 with column B in my source data and then populate whatever is in column A for that line of data.
the 0 in the formula tells the formula to find an exact match to B2 in the source data, rather than finding the next closest (in which case you would put a 1, but I want an exact match, so I always use 0)
So, B2 has the customer ID that I would manually type in.
B3 is where I put the formula and when I type in an account number into B2, the company name pops up, according to the company name that is next to that particular account number in my source data. I can do the same thing to get the address, phone number, etc. I would be using the same formula with slightly different column references.
Trust me when I say IndexMatch is better than VLOOKUP. This article might help explain it better than I did.
Why INDEX MATCH is Better Than VLOOKUP