This one must be very easy for someone who knows his or her way around
Excel, clearly I don’t,(though I have tried) or I would have made some
progress myself.
I have had the pleasure of designing a job card dumped on me at work.
I’ve managed that much. However filling in all the fields is tedious
and slow even with data validation/drop-downs. Then, I thought to
myself; all the data required for the cells in the job card is in an
excel spreadsheet in columns headed:-
Account code, Name, Address1, Address2, Address3, Postcode, Phone,
Make, Model, VIN, Date of purchase.
Therefore, it must be possible to achieve some sort of “auto-complete”
status.
Consequently what I would like to do is type an account number into
cell A1 on sheet 2, then, on pressing the quot;enterquot; key, and by the magic
that is excel programming all relevant details would appear on sheet 1:-
the customer’s name will appear in cell B5, Address1 will appear in B6,
Address2 will appear in B7, Postcode will appear in B8, Phone number
will appear in B9, Make in B11, Model in B12, VIN in B13, and Date of
purchase in B15.
So I have turned to you clever friendly folk for any help or advice you
can give.
I must stress that cutting, pasting and a bit of data validation shows
the limit of my knowledge of excel. Consequently simple instructions
would be greatly appreciated. Thank you very much for taking the time
to read this.
John--
justjohn
------------------------------------------------------------------------
justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
View this thread: www.excelforum.com/showthread...hreadid=507223Try looking at vlookup in the help. It will do exactly what you want.
Chrisquot;justjohnquot; gt; wrote in
message ...
gt;
gt; This one must be very easy for someone who knows his or her way around
gt; Excel, clearly I don't,(though I have tried) or I would have made some
gt; progress myself.
gt;
gt; I have had the pleasure of designing a job card dumped on me at work.
gt; I've managed that much. However filling in all the fields is tedious
gt; and slow even with data validation/drop-downs. Then, I thought to
gt; myself; all the data required for the cells in the job card is in an
gt; excel spreadsheet in columns headed:-
gt; Account code, Name, Address1, Address2, Address3, Postcode, Phone,
gt; Make, Model, VIN, Date of purchase.
gt; Therefore, it must be possible to achieve some sort of quot;auto-completequot;
gt; status.
gt; Consequently what I would like to do is type an account number into
gt; cell A1 on sheet 2, then, on pressing the quot;enterquot; key, and by the magic
gt; that is excel programming all relevant details would appear on sheet 1:-
gt; the customer's name will appear in cell B5, Address1 will appear in B6,
gt; Address2 will appear in B7, Postcode will appear in B8, Phone number
gt; will appear in B9, Make in B11, Model in B12, VIN in B13, and Date of
gt; purchase in B15.
gt;
gt; So I have turned to you clever friendly folk for any help or advice you
gt; can give.
gt; I must stress that cutting, pasting and a bit of data validation shows
gt; the limit of my knowledge of excel. Consequently simple instructions
gt; would be greatly appreciated. Thank you very much for taking the time
gt; to read this.
gt;
gt; John
gt;
gt;
gt; --
gt; justjohn
gt; ------------------------------------------------------------------------
gt; justjohn's Profile:
gt; www.excelforum.com/member.php...oamp;userid=30663
gt; View this thread: www.excelforum.com/showthread...hreadid=507223
gt;
Hi
It looks like Word's Mail Merge would be a best choice. Be sure that the
source table is on the first sheet of workbook, and has a single header row,
that there are no gaps (empty rows) in table, and be sure that the workbook
is saved. Open Word, and create a Mail Merge document - point to your
workbook as source table, when asked (don't forget to change file type -
otherwise you don't find it).
In Word you have the far more possibilities to design jour job card (using
text formatting as you like, using tables with hidden borders align texts,
etc.). When you are finished with design, you can easily generate a word
document, where every employee's info is on separate sheet(s) (the number
of sheets for an employee depends on your Mail Merge Document design),
orsend it/them directly to printer. Before generating/printing Mail Merge
document, you can estimate which rows from table are processed, or determine
filter conditions for source table (p.e. you can determine that job card for
row 24, or for rows 1-10, in your table is generated, or that a job card for
employee with Name=quot;John Smidtquot; is generated, or that job cards for
employees, for which the field HireDate is bigger than some date, are
generated, etc.)--
Arvi Laanemets
( My real mail address: arvi.laanemetslt;atgt;tarkon.ee )quot;justjohnquot; gt; wrote in
message ...
gt;
gt; This one must be very easy for someone who knows his or her way around
gt; Excel, clearly I don’t,(though I have tried) or I would have made some
gt; progress myself.
gt;
gt; I have had the pleasure of designing a job card dumped on me at work.
gt; I’ve managed that much. However filling in all the fields is tedious
gt; and slow even with data validation/drop-downs. Then, I thought to
gt; myself; all the data required for the cells in the job card is in an
gt; excel spreadsheet in columns headed:-
gt; Account code, Name, Address1, Address2, Address3, Postcode, Phone,
gt; Make, Model, VIN, Date of purchase.
gt; Therefore, it must be possible to achieve some sort of “auto-complete”
gt; status.
gt; Consequently what I would like to do is type an account number into
gt; cell A1 on sheet 2, then, on pressing the quot;enterquot; key, and by the magic
gt; that is excel programming all relevant details would appear on sheet 1:-
gt; the customer’s name will appear in cell B5, Address1 will appear in B6,
gt; Address2 will appear in B7, Postcode will appear in B8, Phone number
gt; will appear in B9, Make in B11, Model in B12, VIN in B13, and Date of
gt; purchase in B15.
gt;
gt; So I have turned to you clever friendly folk for any help or advice you
gt; can give.
gt; I must stress that cutting, pasting and a bit of data validation shows
gt; the limit of my knowledge of excel. Consequently simple instructions
gt; would be greatly appreciated. Thank you very much for taking the time
gt; to read this.
gt;
gt; John
gt;
gt;
gt; --
gt; justjohn
gt; ------------------------------------------------------------------------
gt; justjohn's Profile:
gt; www.excelforum.com/member.php...oamp;userid=30663
gt; View this thread: www.excelforum.com/showthread...hreadid=507223
gt;
Thanks Chris, I will look into vlookup and hopefully lear something
John--
justjohn
------------------------------------------------------------------------
justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
View this thread: www.excelforum.com/showthread...hreadid=507223Additional information on Debra's site.
www.contextures.com/xlFunctions02.html
quot;justjohnquot; wrote:
gt;
gt; Thanks Chris, I will look into vlookup and hopefully lear something
gt;
gt; John
gt;
gt;
gt; --
gt; justjohn
gt; ------------------------------------------------------------------------
gt; justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
gt; View this thread: www.excelforum.com/showthread...hreadid=507223
gt;
gt;
Thankyou both very much for the advice. I have started to use the
vlookup function and it appears to be at least part of the way forward
for me.
There appears to be two problems still:
The vlookup function requires the input of the the cell quot;coordinatesquot;
this would be very useable if all of the account numbers in the company
database were; 1, all ONLY numbers, and 2, an unbroken sequence of
numbers.
Also, it seems to require that I write a function each time I produce a
Jobcard, and I need to run several of them.
So, what I really need is a function that will search column A for a
given account number (which could be alpha, numeric, or alphaamp;numeric),
then insert the contents of some of the cells in the row of the quot;foundquot;
account number into prescribed cells on a different page. The second
part of this appears to require the quot;linkingquot; of several lookup
functions.
Please don't think I am feeble and am just scrounging information, I'm
not. I am keen to learn as much as I can about excel, and take the
information that you give me seriously, and am grateful for it too. thankyou both again
regards
John--
justjohn
------------------------------------------------------------------------
justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
View this thread: www.excelforum.com/showthread...hreadid=507223Your lookup table can be a combination of alpha and numeric data. One thing
you do have to make sure is that the data on your job card has (that you are
using as the first argument of VLookup) has to be the same data type as its
match in your Lookup table (which is in Column A).
I've seen data get imported into Excel that appears to be numeric, but is
actually text ( quot;5quot; is text, but appears to be a number). Vlookup will not
match 5 to quot;5quot; unless you use some other excel functions (such as TEXT).
Also, leading and trailing spaces could cause the data to not match (look at
excel help for TRIM function).
You will need to key a Vlookup function for each field you want a value
returned. In some cases you may need to concatenate several VLookup
functions (City, State Zip - if this data is in different columns in your
lookup table, but you want it to appear together in one column).
Once you have the first job card set up, maybe you can use it as a template.
Put a button on the sheet and assign a macro like the following to make
copies of the original sheet (you'll need to change the sheet name in the
macro to your own sheet name).
Sub CopySheet()
Sheets(quot;Sheet2quot;).Copy After:=Sheets(quot;Sheet2quot;)
End Subquot;justjohnquot; wrote:
gt;
gt; Thankyou both very much for the advice. I have started to use the
gt; vlookup function and it appears to be at least part of the way forward
gt; for me.
gt; There appears to be two problems still:
gt; The vlookup function requires the input of the the cell quot;coordinatesquot;
gt; this would be very useable if all of the account numbers in the company
gt; database were; 1, all ONLY numbers, and 2, an unbroken sequence of
gt; numbers.
gt;
gt; Also, it seems to require that I write a function each time I produce a
gt; Jobcard, and I need to run several of them.
gt;
gt; So, what I really need is a function that will search column A for a
gt; given account number (which could be alpha, numeric, or alphaamp;numeric),
gt; then insert the contents of some of the cells in the row of the quot;foundquot;
gt; account number into prescribed cells on a different page. The second
gt; part of this appears to require the quot;linkingquot; of several lookup
gt; functions.
gt;
gt;
gt;
gt; Please don't think I am feeble and am just scrounging information, I'm
gt; not. I am keen to learn as much as I can about excel, and take the
gt; information that you give me seriously, and am grateful for it too.
gt;
gt;
gt; thankyou both again
gt;
gt; regards
gt;
gt; John
gt;
gt;
gt; --
gt; justjohn
gt; ------------------------------------------------------------------------
gt; justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
gt; View this thread: www.excelforum.com/showthread...hreadid=507223
gt;
gt;
thanks JMB
that's a whole lot for me to think about and explore.
Thanks very much for pointing the way.
Please, watch this space
regards
John--
justjohn
------------------------------------------------------------------------
justjohn's Profile: www.excelforum.com/member.php...oamp;userid=30663
View this thread: www.excelforum.com/showthread...hreadid=507223
- Sep 23 Tue 2008 20:46
Difficult for me, probably basic to you
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