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Good morning! I've been asked to create a service quote form that will enter
equipment and prices automatically from another worksheet. I am a very basic user of Excel, can add, subtract, etc. and that's about it. How can I do this? Thanks! -- M. Adams CNIB |
#2
Posted to microsoft.public.excel.misc
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You need to determine exactly what is required and how it is
supposed to look and function. Get the user to draw, design or show what they want. If they can't tell you then how do you create it? **Ask lots of questions.** Believe me, when you get done chances are they will tell you that isn't what they wanted. <g Where is the data and how is it listed? What type and qty of services are there? Are there sub categories of services... Cane Category with Cane color, Cane length, Cane grip Same with the equipment and pricing. Discounts? Volume incentives? Who is going to be using the worksheet form? Will multiple copies be issued. If so how will all of the copies be updated and kept current. Are all of the Excel versions the same? Trying to mix xl2007 users with users of older versions might take extra work. Don't assume - **ask questions** For starters you should read the Excel help file on VLookUp and Data Validation. Then take a look at the Debra Dalgleish web site for the discourse on dependent (linked) dropdown boxes... http://www.contextures.on.ca/xlDataVal13.html -- Jim Cone Portland, Oregon USA ("Determine Colors" - free XL add-in - may of help to the color blind.) Download from: http://excelusergroup.org/media/ "Murial" wrote in message Good morning! I've been asked to create a service quote form that will enter equipment and prices automatically from another worksheet. I am a very basic user of Excel, can add, subtract, etc. and that's about it. How can I do this? Thanks! -- M. Adams CNIB |
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