Excel Formula to auto generate a drop down list based on an Xlookup formula from another cell

Peter U 0 Reputation points
2024-01-06T02:36:23.15+00:00

I am a supervisor, I have 4 employees that I am managing. I have an excel workbook with several sheets with pre-defined tables. Sheet1 contains a list of 10 Tasks with 4 Strategic Themes. Each task is assigned a strategic theme. Sheet2 contains a Matrix Table, Strategic Themes in reference cell A1:E1 for the 4 strategic themes and underneath each strategic theme I have list of Objectives and they are in reference cell A2:E6. My expectation is for all my employees to go into sheet3 and fill it out accordingly. In sheet3, initially at the start will only have the following headers with all rows empty. Column A will be "Task", Column B will be Strategic Theme, and Column C will be Objectives. Employee 1 will go into the worksheet (sheet3) and click in reference cell A2 and a dropdown list of all the tasks will appear. Employee will select a Task and automatically Column B will auto populate because in Table 1 All tasks have been assigned a Strategic theme. So there is nothing expected for the employee to do in Column B. Employee 1 will proceed to Column C which will now have a dropdown list based on the strategic theme that was auto populated in column B and Table 2 where each Strategic Theme is assigned a list of Objectives. The expectation is for the employee to select an objective from that dropdown list. That completes the mission for employee 1. Then whenever employee 2 is available they will go into the same workbook and continue on the next row down and perform the same thing employee 1 did. A macro or excel calculation will work for me.

Note: I have generated the drop down list for column A "Task" and used XLookup to auto populate Column B "Strategic Theme" but my struggle is with Column C "Objective". It seems like the Data Validate doesn't like a reference formula inside another formula i.e., the Xlookup formula in Column B

Table 1 (sample with 5 tasks and Strategic Theme ST)

Task Strategic Theme
Task1 ST1
Task2 ST2
Task3 ST3
Task4 ST4
Task5 ST1

Table 2 Matrix (Strategic Theme ST and Objectives OBJ)

ST1 ST2 ST3 ST4
OBJ1 OBJ4 OB6 OBJ7
OBJ2 OBJ5 OBJ8
OBJ3

Employees Sheet

Task Strategic Theme Objective
Here will be dropdown list of all 10 tasks Auto Populate based on Table1 Drop down list will be generated based on the auto-populated Strategic Theme and table2

Many thanks, either Macro or Formula but the most efficient and robust solution....... many thanks.

Note: I have generated the drop down list for column A "Task" and used XLookup to auto populate Column B "Strategic Theme" but my struggle is with Column C "Objective".

Microsoft 365 and Office Excel For business Windows
Developer technologies VB
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  1. Emi Zhang-MSFT 30,046 Reputation points Microsoft External Staff
    2024-01-08T02:41:38.26+00:00

    Hi,

    It seems you want to create a dependent dropdown list, I suggest you refer to this support article and try to create the dependent dropdown list:

    https://exceljet.net/articles/dependent-dropdown-lists

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  2. Peter U 0 Reputation points
    2024-01-08T13:25:31.0266667+00:00

    thanks for the reply @Emi Zhang-MSFT but no it is not just a dependent drop down list as described in elaborate details in my message. I can perform and execute a dependent drop down list with ease. The situation is a dependent drop down list that is depending on another calculated column. Please read my message in its entirety for clear understanding.

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