Using a List of employees to open report

Question

I would like to open a report based on the selection from a list of employees. Can this be done? IF so, please assist.

Answer 1

Hello! I'd be happy to help you with your question.

Hello! It sounds like you want to open a report based on the selection of an employee from a list. This is definitely possible to do in Microsoft Excel using a drop-down list and some simple formulas.

Here are the steps to create a drop-down list in Excel and link it to a report:

1. Create a list of employees in a separate worksheet or table.
2. Select the cell where you want the drop-down list to appear in the report worksheet.
3. Go to the "Data" tab and click on "Data Validation."
4. In the "Settings" tab, select "List" as the validation criteria and enter the range of cells that contain the list of employees.
5. Click "OK" to create the drop-down list.
6. Create your report using formulas and data from the employee data table.
7. Use the "INDEX" and "MATCH" functions to pull data from the employee data table based on the selected employee in the drop-down list.

For example, if your employee data table is in cells A1:B10 and the drop-down list is in cell A1 of the report worksheet, you could use the following formula to pull the employee's name and information from the data table:

=INDEX($B$1:$B$10,MATCH(A1,$A$1:$A$10,0))

This formula would return the value in column B (the employee information) for the row where the selected employee matches the value in column A (the employee names).

I hope this helps! Let me know if you have any other questions.