Filter Formula Question

07/28/21
Answered - Pending Review

I'm working with a large list that I would like to automatically filter according to items selected in a related column. For example, if a user selects Client A in the Client Column, I only want the list items associated with Client A to appear in the drop down list in the Services Column. Is there a formula that I should use to apply this kind of filter? If not, I'd appreciate any suggestions on how to approach this!

Thank you!

Answers

  • Bassam KhalilBassam Khalil ✭✭✭✭✭

    Hi @Alexandra Prescott 

    Hope you are fine, you can do that i a simple way by using report and filter it by the client.

    and if you want it to be done by a formula yes you can do that by using Index With Collect formula. if you want me to help you with that please call me:

    My Email: [email protected]

    PMP Certified

    [email protected]

    www.mobilproject.it

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 07/29/21

    Hi @Alexandra Prescott

    I hope you're well and safe!

    I recently developed similar solutions for two clients (form-based and for selecting metrics), but I'd recommend starting exploring if a Report would work for your use case and need.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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