Exel Filter 2007

U4CX · 06-28-2007, 03:14 PM

with the main filter across the top of a spreadsheet I would like to know how to create a filter within a text box with selection criteria ie: R/Y/G or have names that can be selected as an item is assigned to an individual or is in process. I want to do this to make the spreadsheet simple fo users so they do not have to type in names etc it is simply a selection process.

Any help is appreciated.

**Glaswegian** · 06-29-2007, 06:30 AM

Hi

I'm not quite getting this - you want to filter in a textbox? Can you be a bit more specific? What exactly are you trying to do? There are many ways to filter or provide choices for users. The more detail you provide, then the better chance you have of someone coming up with a solution.

U4CX · 06-29-2007, 09:48 AM

What I'm trying to do is have a within the cells a drop down menu with which those using the spreadsheet could select from a designated list of options to populate the cell. As an example it could be a list of names to choose from for an action or Red/Yellow/Green or a specified process.

I'm not sure how to set this up and edit as business needs change for the selection criteria.

**Glaswegian** · 06-29-2007, 01:55 PM

Hi again

I think I understand now. Have a look at Data Validation. I usually do this by creating a list at one end of the worksheet. Note, it must be the same sheet on which you want to create the validation. Once your list is created, highlight the list and click in the Name box, just above column A. Type in a name for your range. It might be something like colors - it can be whatever you want. Now go to the cell where you want users to make the choice. Go to the menu bar and click on Data > Validation. In the Settings tab, click on "List" from the first dropdown. In the source box, type in the name of the list you created earlier, preceded by an equals sign, like this

=colors

Make sure the "In-cell dropdown" box is checked and click OK.

Now, when a user clicks on that cell, they will be able to make a choice from your list. If you need to amend your list, delete the Name first, adjust your list, and the re-name your range. Names can be found in Insert > Name. Also have a look at the Help files - Excel's help files are pretty good.

Post back with any queries.

U4CX · 06-29-2007, 02:57 PM

Thanks, I will give it a shot!

06-28-2007, 03:14 PM	#1 (permalink)
U4CX Registered User Join Date: Sep 2006 Posts: 103 OS: XP	Exel Filter 2007 with the main filter across the top of a spreadsheet I would like to know how to create a filter within a text box with selection criteria ie: R/Y/G or have names that can be selected as an item is assigned to an individual or is in process. I want to do this to make the spreadsheet simple fo users so they do not have to type in names etc it is simply a selection process. Any help is appreciated.

06-29-2007, 06:30 AM	#2 (permalink)
Glaswegian Moderator/ Rangemaster TSF Academy; Analyst, Security Team; Oor Wullie; TSF Surgeon and Resident Comic Join Date: Sep 2005 Location: Glasgow Posts: 25,503 OS: Win XP Pro SP3 / Win 7 Pro My System Blog Entries: 10	Re: Exel Filter 2007 Hi I'm not quite getting this - you want to filter in a textbox? Can you be a bit more specific? What exactly are you trying to do? There are many ways to filter or provide choices for users. The more detail you provide, then the better chance you have of someone coming up with a solution. __________________ Iain - Defender of the Haggis and all things Scottish. I don't help by PM - post in the Forums. PC Safety & Security::PC running a bit slow?::Donate::Photographers Corner

06-29-2007, 09:48 AM	#3 (permalink)
U4CX Registered User Join Date: Sep 2006 Posts: 103 OS: XP	Re: Exel Filter 2007 What I'm trying to do is have a within the cells a drop down menu with which those using the spreadsheet could select from a designated list of options to populate the cell. As an example it could be a list of names to choose from for an action or Red/Yellow/Green or a specified process. I'm not sure how to set this up and edit as business needs change for the selection criteria.

06-29-2007, 01:55 PM	#4 (permalink)
Glaswegian Moderator/ Rangemaster TSF Academy; Analyst, Security Team; Oor Wullie; TSF Surgeon and Resident Comic Join Date: Sep 2005 Location: Glasgow Posts: 25,503 OS: Win XP Pro SP3 / Win 7 Pro My System Blog Entries: 10	Re: Exel Filter 2007 Hi again I think I understand now. Have a look at Data Validation. I usually do this by creating a list at one end of the worksheet. Note, it must be the same sheet on which you want to create the validation. Once your list is created, highlight the list and click in the Name box, just above column A. Type in a name for your range. It might be something like colors - it can be whatever you want. Now go to the cell where you want users to make the choice. Go to the menu bar and click on Data > Validation. In the Settings tab, click on "List" from the first dropdown. In the source box, type in the name of the list you created earlier, preceded by an equals sign, like this =colors Make sure the "In-cell dropdown" box is checked and click OK. Now, when a user clicks on that cell, they will be able to make a choice from your list. If you need to amend your list, delete the Name first, adjust your list, and the re-name your range. Names can be found in Insert > Name. Also have a look at the Help files - Excel's help files are pretty good. Post back with any queries. __________________ Iain - Defender of the Haggis and all things Scottish. I don't help by PM - post in the Forums. PC Safety & Security::PC running a bit slow?::Donate::Photographers Corner

06-29-2007, 02:57 PM	#5 (permalink)
U4CX Registered User Join Date: Sep 2006 Posts: 103 OS: XP	Re: Exel Filter 2007 Thanks, I will give it a shot!