I have a big database with, among other things, customer ids, tracking #s,
parts shipped, etc. I also have a blank shipping template (in excel as well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

Hard to tell without seeing but datafilterautofilter would probably be of
help.

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
I have a big database with, among other things, customer ids, tracking #s,
parts shipped, etc. I also have a blank shipping template (in excel as
well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that
date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

Could be that a Data Validation dropdown and VLOOKUP formula(s) may be in
order.

Visit Debra Dalgleish's site for info on VLOOKUP function to pull data based
on value, in your case, Customer ID. Note the downloadable sample
workbooks.

http://www.contextures.on.ca/xlFunctions02.html

Also see Debra's site for creating Data Validation dropdown menus for
choosing a Customer ID from a list.

http://www.contextures.on.ca/xlDataVal01.html


Gord Dibben MS Excel MVP





On Tue, 18 Aug 2009 13:43:01 -0700, Byron720
wrote:

I have a big database with, among other things, customer ids, tracking #s,
parts shipped, etc. I also have a blank shipping template (in excel as well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

Very close. Lets say I have this info on my master database:

Date
Order #
Customer #
Part #
Qty
Tracking #

Lets say my shipping template looks like a sales invoice template (excel). I
just want to go to my sales invoice, type the date, the cust # and everything
that was shipped on that date to that customer appears in the body of my
sales invoice (Order #, part #, qty, tracking #, etc)

"Don Guillett" wrote:

Hard to tell without seeing but datafilterautofilter would probably be of
help.

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
I have a big database with, among other things, customer ids, tracking #s,
parts shipped, etc. I also have a blank shipping template (in excel as
well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that
date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

If desired, send your file to my address below along with this msg and
a clear explanation of what you want and before/after examples.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
Very close. Lets say I have this info on my master database:

Date
Order #
Customer #
Part #
Qty
Tracking #

Lets say my shipping template looks like a sales invoice template (excel).
I
just want to go to my sales invoice, type the date, the cust # and
everything
that was shipped on that date to that customer appears in the body of my
sales invoice (Order #, part #, qty, tracking #, etc)

"Don Guillett" wrote:

Hard to tell without seeing but datafilterautofilter would probably be
of
help.

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
I have a big database with, among other things, customer ids, tracking
#s,
parts shipped, etc. I also have a blank shipping template (in excel as
well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that
date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

Check your e-mails

"Don Guillett" wrote:

If desired, send your file to my address below along with this msg and
a clear explanation of what you want and before/after examples.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
Very close. Lets say I have this info on my master database:

Date
Order #
Customer #
Part #
Qty
Tracking #

Lets say my shipping template looks like a sales invoice template (excel).
I
just want to go to my sales invoice, type the date, the cust # and
everything
that was shipped on that date to that customer appears in the body of my
sales invoice (Order #, part #, qty, tracking #, etc)

"Don Guillett" wrote:

Hard to tell without seeing but datafilterautofilter would probably be
of
help.

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
I have a big database with, among other things, customer ids, tracking
#s,
parts shipped, etc. I also have a blank shipping template (in excel as
well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on that
date
for that customer from my master database into the shipping template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge

Answered with a worksheet_change event to call an autofiltercopy paste
macro.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
Check your e-mails

"Don Guillett" wrote:

If desired, send your file to my address below along with this msg
and
a clear explanation of what you want and before/after examples.


--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
Very close. Lets say I have this info on my master database:

Date
Order #
Customer #
Part #
Qty
Tracking #

Lets say my shipping template looks like a sales invoice template
(excel).
I
just want to go to my sales invoice, type the date, the cust # and
everything
that was shipped on that date to that customer appears in the body of
my
sales invoice (Order #, part #, qty, tracking #, etc)

"Don Guillett" wrote:

Hard to tell without seeing but datafilterautofilter would probably
be
of
help.

--
Don Guillett
Microsoft MVP Excel
SalesAid Software

"Byron720" wrote in message
...
I have a big database with, among other things, customer ids,
tracking
#s,
parts shipped, etc. I also have a blank shipping template (in excel
as
well).
This is what I need to do on the shipping template:

1. Type Date
2. Type Customer ID
3. Excel extracts and pastes all information regarding shipping on
that
date
for that customer from my master database into the shipping
template.

The template has fields like:
Part # - Qty - Order # - Tracking #

I think it is something like a mail merge