Design a dynamic graphic where drop-down menus drive custom data displays

Creating a graphic with custom-located cells populated by a pivot table can enhance your data visualization in Excel.

3 min readMicrosoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community

The user asking this question is already thinking like a builder. They see a dashboard, not just a spreadsheet. They want two drop-down menus, Bore size and Class, to drive a custom display of data pulled from a separate sheet. That is a specific, achievable goal, and the answer is not a pivot table. Pivot tables are for aggregation and summarization, not for pulling a single record into a custom layout. What this user actually needs is a combination of data validation for the drop-downs and INDEX/MATCH or XLOOKUP for the lookups. No merged cells are required, and no custom cell drawing is needed. The blue sections are simply individual cells, each containing a formula that references the lookup table.

The most practical path is to start with data validation. Create the list for Bore size and the list for Class on Sheet 2, then apply data validation to the red cells on Sheet 1. Once those selections exist, each blue cell on Sheet 1 needs a formula that says, in effect: find the row where Sheet 2's Bore column matches the selected Bore value and where the Class column matches the selected Class value, then return the value from the appropriate column. That is a two-condition lookup, and the standard Excel tool for that is INDEX/MATCH with an array formula, or the newer XLOOKUP with a concatenated helper column. The user's instinct to call this a "Lookup-Driven Dashboard" is accurate, and it is a smart term to search for.

What this user is really asking about is a pattern that Excel has supported for years, but that most tutorials skip. They want a form-like layout where the output is not a table row but a set of labeled fields. That is a common need in engineering, inventory, and specification sheets. The trick is that the lookup table on Sheet 2 must be structured as a flat database: one row per unique combination of Bore and Class, with columns for each output field. No pivot table, no merged cells, no VBA. Just clean data on one sheet and clean formulas on the other. The term to research is "two-dimensional lookup" or "two-condition INDEX/MATCH." Once that is understood, the user can build the entire thing in under an hour.

The real takeaway here is that Excel can do this without any add-ins or macros, but only if the data is organized correctly. The user's instinct to separate the input layer from the data layer is exactly right. That separation is what makes a dashboard maintainable. The next step is to label each blue cell clearly so that anyone reading the sheet knows which output is which. Then protect the formula cells so that only the drop-downs remain editable. That is a finished tool, not a spreadsheet. And the name for it? A lookup-driven dashboard is exactly right. Search that phrase, and the rest will follow.

From Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community

I want to create a graphic with drop down menus that work off of each. So, I select the "Bore size" and the "Class". After I want custom placed cells to populate with the appropriate information based on a separate worksheet that has all of the information for each value. (First Picture Below)

Red represents my drop down menus. Once I have populated that, I have a separate spreadsheet (pictured below) with the columns detailed for which variable they are to fill, and it will give me my values accordingly.

Read the original at Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community