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I am trying to sort budget expenses first by Budget Category and then depending on the category I choose, I’d like to auto-populate the next cell with another pop-up menu which will be all the Budget Subcategories for the chosen Budget Category. I believe it’s INDEX and MATCH that I need, but I cannot seem to get the formula right.
iPad Air, iPadOS 17
We've referred to that here as "cascading" pop up menus. Unfortunately it is not something that Numbers can do. "Pop up menu' is a cell format, not something you can set/change with a formula. There is workaround but it is not all that practical for most tables.
Creating "nested" or "cascading" Pop-Up M… - Apple Community
Hm… I looked at the example you post, but it’s not quite what I am after. Each value of my ‘category’ column has a set of ‘subcategories’, so I would want, once I select the category, in the next neighbouring cell the subcategory options (as a another pop-up menu) to appear (currently I am manually copying it in). Does this change your answer or still the same? Thanks again.
Here’s a screenshot, btw. The first column after the dollar values is the Budget Category, the second is the Subcategory. On the very right is a standalone table where I keep the values of the pop-up menus.
You probably noticed in the example that the "cascading" menus must be in a column, not a row. Each of your rows would need to be multiple rows (one row for each of your top categories). It uses filtering to show the correct pop ups and hide the others. It is not practical for what you are doing or for any table where each "record" or line item needs to be in one row. It can be useful if there is a single choice to be made (i.e., when there is a single set of cascading menus in the entire table).
I can't tell how many categories you have in total to know how practical this would be but you might consider combining the top category and sub categories to make your pop up menu items.
Foundation & Bsmt - Excavation
Foundation & Bsmt - Blocks
Framing - Lumber
Framing - Steel
and so on
I think the max number of items in a pop up is 250-some but the practical limit (so you are not endlessly scrolling) is likely to be less than that.
One pop-up menu to auto populate the next cell with another pop-menu
