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#1
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![]() Hello I have a quoting program in excel that I created, I use this program to quote customers for laser cutting. It is fairly basic, on the first page I input all the data required to determine the amount of the quote, such as the customer, the material, the size of the part, the amount of parts. The second page is a print page, set up to accordingly and drawing all it's information from the 1st page. The third page is a list of all my customers. On the 4th page is my current steel price list. All of this works great so far, but the problem is this: I need to "Record" all the quotes I make. What I would idealy like to have is a different sheet for each customer, so that after I enter the information in the first page that, and select the customer, I could hit a button that would search for that customers "sheet" and copy the information to a new row there. I am not that well versed in excel, so please keep the answers simple. TIA Troy -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 |
#2
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How about a slightly different alternative?
Add another history sheet--but keep all the history (all the customers) on that one sheet. You can always use data|filter|autofilter (or data|sort) to show/group what you want. And by having all the data in one spot, you can summarize stuff better. It sounds like you could take the data off the first sheet (called "Input"???) and plop it into the "Summary Sheet" via a macro: Option Explicit Sub testme01() Dim historyWks As Worksheet Dim inputWks As Worksheet Dim nextRow As Long Dim oCol As Long Dim myRng As Range Dim myAddresses As String Dim myCell As Range myAddresses = "A1,F9,A2,B1" Set inputWks = Worksheets("Input") Set historyWks = Worksheets("Summary") With historyWks nextRow = .Cells(.Rows.Count, "A").End(xlUp).Offset(1, 0).Row End With With inputWks Set myRng = .Range(myAddresses) If Application.CountA(myRng) < myRng.Cells.Count Then MsgBox "Please fill in all the cells!" Exit Sub End If End With With historyWks With .Cells(nextRow, "A") .Value = Now .NumberFormat = "mm/dd/yyyy hh:mm:ss" End With .Cells(nextRow, "B").Value = Application.UserName oCol = 3 For Each myCell In myRng.Cells historyWks.Cells(nextRow, oCol).Value = myCell.Value myCell.ClearContents 'clean it up??? oCol = oCol + 1 Next myCell End With End Sub I check to see if all the cells have something in them (maybe not required???). I also add the date/time to column A of the summary sheet and the username (taken from Tools|options|General tab) to column B. Then Column C to xxxx go in the same order as the addresses you've specified in this line: myAddresses = "A1,F9,A2,B1" (Change that to match your input worksheet. (mycell.clearcontents may not be necessary, too.) mount_mordor wrote: Hello I have a quoting program in excel that I created, I use this program to quote customers for laser cutting. It is fairly basic, on the first page I input all the data required to determine the amount of the quote, such as the customer, the material, the size of the part, the amount of parts. The second page is a print page, set up to accordingly and drawing all it's information from the 1st page. The third page is a list of all my customers. On the 4th page is my current steel price list. All of this works great so far, but the problem is this: I need to "Record" all the quotes I make. What I would idealy like to have is a different sheet for each customer, so that after I enter the information in the first page that, and select the customer, I could hit a button that would search for that customers "sheet" and copy the information to a new row there. I am not that well versed in excel, so please keep the answers simple. TIA Troy -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 -- Dave Peterson |
#3
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![]() Anybody have any suggestions?? -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 |
#4
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I thought I did.
mount_mordor wrote: Anybody have any suggestions?? -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 -- Dave Peterson |
#5
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![]() Thankyou for your response I might need a little more help on this macro stuff. I am getting an error that says I cannot run macros, because "macros in this project are disabled..."?? -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 |
#6
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Close the workbook.
tools|macro|security|security level Change to something that allows macros to run (the options vary between versions of windows). In later versions, you can choose medium that prompts you each time you open a workbook with macros. If you choose this option, just make sure you answer yes to allow macros to run when you open that workbook. Now reopen the workbook with the macro. (This setting isn't retroactive--that's why you have to close and reopen the workbook.) mount_mordor wrote: Thankyou for your response I might need a little more help on this macro stuff. I am getting an error that says I cannot run macros, because "macros in this project are disabled..."?? -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 -- Dave Peterson |
#7
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![]() Ah it was the rebooting excel that I missed. thanks Please see my attached workbook. I was getting the messagebox "Please fill in all the cells" Thanks +-------------------------------------------------------------------+ |Filename: LASER WORKSHEET1.zip | |Download: http://www.excelforum.com/attachment.php?postid=3775 | +-------------------------------------------------------------------+ -- mount_mordor ------------------------------------------------------------------------ mount_mordor's Profile: http://www.excelforum.com/member.php...o&userid=26879 View this thread: http://www.excelforum.com/showthread...hreadid=401134 |
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