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Difficulty with checkbox and hiding rows.
Our take
If you're seeking to streamline data entry in Excel, consider setting up a system where users can easily interact with checkboxes on an input sheet. By clicking these checkboxes, field personnel can quickly select items, triggering automatic updates on summary and estimate sheets while hiding unselected rows. This approach ensures that when accessed on mobile devices, such as iPhones or iPads, the process remains intuitive and efficient. Embracing this method can transform how your team manages customer needs without overwhelming them with complexity.
Admittedly I’m not great with excel. But I’m trying to setup excel in a way for people to simply click a checkbox on Sheet1, that would automatically filter or hide rows on sheet2, sheet3, and sheet4.
Specifically I want to set it up so anyone in the field can open mobile excel on their phone or iPad, simply scroll down an input page with all options available, and quickly click checkboxes for items the customer needs. It will automatically fill data in on other sheets for all the formulas and outputs. And then hide rows on a summary page for the boxes that were not selected. Similarly, hide rows on an “estimate” page so the only rows displayed are the ones clicked.
So all the field guys need to do is open mobile excel on their iPhones, click a few checkboxes, and the summary and estimate page will only show rows that were clicked on the input page.
For whatever reason, I feel like I’m too dumb for this… so any help is greatly appreciated. Thank you
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