Excel Checkboxes

Microsoft Office 2007 home and student
April 23, 2010 at 08:08:35
Specs: Windows XP
hello,

I have created a simple spreadsheet for the seven doctors that I work with to use to check in and out the hearing aids that they send off for repair. I made check boxes for them to just click on when they are completed and they love those however now they want to be able to just click on their names instead of typing them in. Apparently I have spoiled them. What I imagine they are thinking is that they would have a box with their name in it and they could just check on it and it would put their name or initials in. I'm sorry I'm not good at describing it and would be grateful for any suggestions that anyone might have.

Thank you so much.
Renee


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#1
April 23, 2010 at 08:31:09
First, it comes across as more courteous if you ask for help instead of just telling us what you want or need. We're all just volunteers here and like to be treated in a friendlier manner.

That said...

I'm not sure what you mean by "insert a checkbox list " and "click on their name and hi-lite it".

Are you asking for a drop down list from which the doctor chooses their name or are you asking for a way for the doctor to click on a cell that contains their name and it turns yellow or ...?

Please provide a little more detail and we'll see if we can help.


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#2
April 23, 2010 at 08:34:51
Consider me properly humbled ;)

Honestly I didn't intend to be rude and I do sincerely apologize for coming across that way. I was just frustrated that I couldn't figure it out on my own and typing what I was thinking and didn't remember my manners. My Momma would be very ashamed.

Again, I do sincerely apologize.


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#3
April 23, 2010 at 08:47:06
hello,

I have created a simple spreadsheet for the seven doctors that I work with to use to check in and out the hearing aids that they send off for repair. I made check boxes for them to just click on when they are completed and they love those however now they want to be able to just click on their names instead of typing them in. Apparently I have spoiled them. What I imagine they are thinking is that they would have a box with their name in it and they could just check on it and it would put their name or initials in. I'm sorry I'm not good at describing it and would be grateful for any suggestions that anyone might have.

Thank you so much.
Renee


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#4
April 23, 2010 at 08:58:24
re: "I'm sorry I'm not good at describing it"

In the friendlist of manner, I have to say that I agree! :-)

Here's why I say that:

they would have a box with their name in it and they could just check on it and it would put their name or initials in.

If the box already had their name in it, then where would their names be put after they clicked on it?

I have lots of ideas, but I can't be sure which one fits your needs without a little more detail.

Maybe a brief idea of how your spreadhseet is laid out, what cells are involved, etc. would help.


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#5
April 23, 2010 at 09:23:44
I'm sorry I'm such a pain. I'll try again;

There are five columns: COMPLETE which has a check box for them to just click on, DATE which they are okay with typing in themselves, PATIENT NAME, which they also type in, and INITIALS. How would I (or, is it possible to) insert a drop down box with each dr.'s name in it so they could click on their name and it would then automatically fill their name in on that line?

Again, I'm really sorry to be such trouble and appreciate your time, patience and any suggestions.

Hugs,
Renee


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#6
April 23, 2010 at 09:42:39
The following instructions are for Excel 2003. The same feature exists in 2007, but I don't know the exact steps. I'm sure you'll figure it out. If not, come on back and someone who has 2007 will detail the steps.

1 - Enter the Doctor's names in a range of cells somewhere on your spreadsheet. I'll use G1:G7, but it really doesn't matter.

2 - Select the range of cells where they would reluctantly type in their names.

3 - With that range selected, click on Data...Validation...Allow...List.

4 - In the Source box enter the range that contains the Doctor's names as follows.

=$G$1:$G$7

5 - Click OK.

This will put a Drop Down in each of the selected cells from which the Doc's can then select their own name.

Another tip:

If you want to get fancy, you could include a WorkSheet change macro to automatically insert the date for these lazy physicians.

Let's say the Drop Downs are in Column J (Column 10). The code below will automatically put the date in Column D of the same row when a name is selected.

Right click the sheet tab for the sheet you are using and paste this code into the window that opens. You can adjust the column designations to fit your needs.

Make sure you try these sugestions in a backup copy of your spreadsheet in case things go horribly wrong.

Private Sub Worksheet_Change(ByVal Target As Range)
'Was change made to Column J (10)?
  If Target.Column = 10 Then
'If yes, put today's date in Column D of the same row.
   Range("D" & Target.Row) = Date
  End If
End Sub


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#7
April 23, 2010 at 10:51:13
ROTFLMAO! Hey, you should see the poor things ring their hands when the printer is out of paper!!!

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#8
April 23, 2010 at 11:06:52
You are a GOD Derby Dad03!!! This is wonderful and I am so thankful! They are going to be happy as bees!! Where may I send you a box of thank you candy?

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#9
April 23, 2010 at 11:23:38
re: "Where may I send you a box of thank you candy?"

Please send the equivalent cost of the candy to your favorite charity.


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#10
April 23, 2010 at 11:25:46
It is done! Thank you again!

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#11
April 23, 2010 at 11:39:46
Anytime...come on back if you have any more questions.

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