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Generating report based on multiple dropdown selection

krishnabsharma

New Member
As a Sr. Manager, want to create a report with 3 main filter criteria’s as – Client Group, Project Name and Delivery Manager.
Whenever any manager selects values from these dropdowns, tabular report should get generated in report sheet from the BASEDATA

Available data -
· Basedata for all projects which will get refreshed through sql extract (this is there with me, because of security constraint uploading sample data-points here)

Requirement
1. Table should be populated based on the combination of Client Group,Project Name and Delivery Manager selected values, E.g. –
  • If someone selects, ClientGroup1 from dropdown then respective Projects and Delivery Managers should appear in other relevant dropdowns
  • If someone selects, DeliveryManager1 then respective Projects and Client Groups should appear in other relevant dropdowns
  • None of the value should be blank
Note
· There could be one-to-many mapping between Delivery Managers and Client Groups, e.g. As you see in attached MASTER sheet,
  • ClientGroup1 is mapped to DeliveryManager1 and DeliveryManager3
  • DeliveryManager1 is mapped to ClientGroup1, ClientGroup2 and ClientGroup3
Also please suggest, as how individual Sr. Manager should maintain this sheet to generate the report in case there are any addition/deletion/modification in Client, Project or Delivery Manager’s.
 

Attachments

  • Dependency_Dropdown_Selection.xlsx
    14.2 KB · Views: 20
The best way to generate report for your scenario is with the help of Pivot Table.
If you are using 2010 & above pls use slicers. The attached file is updated with the pivot. Hope this help you
 

Attachments

  • Dependency_Dropdown_Selection.xlsx
    20.9 KB · Views: 24
Hi Srinidhi,
Thanks for the efforts you put-in, however unfortunately this won't work for me. Reason being many clients with whom this dashboard/report will be shared are using MS EXCEL 2007 version which does not support and slicer doesn't support the earlier versions.
This is the main reason i am going for one of the vanilla flavor of Excel which is DROPDOWNS :)
 
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