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I am creating an invoice. The data is to be pulled from a worksheet called
"DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
#2
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See Debra Dalgleish's site for more on VLOOKUP and Data
Validation lists for entering the choices. http://www.contextures.on.ca/xlFunctions02.html http://www.contextures.on.ca/xlDataVal01.html Note the section on using DV lists from another worksheet by naming the list. Gord Dibben MS Excel MVP On Mon, 21 May 2007 14:11:14 -0700, "Bruce" wrote: I am creating an invoice. The data is to be pulled from a worksheet called "DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
#3
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Gord,
I am sorry if I am not quite understanding how this would help. I am fairly familiar with vlookup(). This would give me one of several choices. What I am wanting is to fill several rows(on WS forms) with ALL of the records that matches the invoice number (from WS data). Thanks Bruce "Gord Dibben" <gorddibbATshawDOTca wrote in message ... See Debra Dalgleish's site for more on VLOOKUP and Data Validation lists for entering the choices. http://www.contextures.on.ca/xlFunctions02.html http://www.contextures.on.ca/xlDataVal01.html Note the section on using DV lists from another worksheet by naming the list. Gord Dibben MS Excel MVP On Mon, 21 May 2007 14:11:14 -0700, "Bruce" wrote: I am creating an invoice. The data is to be pulled from a worksheet called "DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
#4
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Bruce
I think I don't have a clear understanding of what you need. You referenced the site for John's Elephants R Us mailmerge. You have downloaded his sample workbook and are trying to adapt it to your needs, right? I'm not sure if that particular workbook is what you need for Invoices and how to adapt it without re-working it. Have you gone carefully over the Help sheet that John provides with the workbook? Gord On Tue, 22 May 2007 07:58:26 -0700, "Bruce" wrote: Gord, I am sorry if I am not quite understanding how this would help. I am fairly familiar with vlookup(). This would give me one of several choices. What I am wanting is to fill several rows(on WS forms) with ALL of the records that matches the invoice number (from WS data). Thanks Bruce "Gord Dibben" <gorddibbATshawDOTca wrote in message .. . See Debra Dalgleish's site for more on VLOOKUP and Data Validation lists for entering the choices. http://www.contextures.on.ca/xlFunctions02.html http://www.contextures.on.ca/xlDataVal01.html Note the section on using DV lists from another worksheet by naming the list. Gord Dibben MS Excel MVP On Mon, 21 May 2007 14:11:14 -0700, "Bruce" wrote: I am creating an invoice. The data is to be pulled from a worksheet called "DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
#5
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In WS DATA, I have rows of data that contain different services I have
performed. This data is structured like this orderdate ServiceDate CustName..... JobItem(AU) JobPrice(AV) ... InvoiceNum(BA) 1/23/07 1/25/07 Joe Doe Service1 150.00 12307-1a 1/23/07 1/25/07 Joe Doe Service2 125.00 12307-1a 1/23/07 1/25/07 Joe Doe Service2 125.00 12307-1a 1/23/07 1/25/07 Bob Smith Service1 150.00 12307-1b For Joe Doe, I would need to create someting like the following on FORMS =INDIRECT("Data!aU" &RowIndex) =INDIRECT("Data!aU" &RowIndex + 1) 'if this is the same invoicenum =INDIRECT("Data!aU" &RowIndex + 2) 'if this is the same invoicenum etc... and then name each of these Invoiceitem1, Invoiceitem2, Invoiceitem3 etc... =INDIRECT("Data!aV" &RowIndex) =INDIRECT("Data!aV" &RowIndex + 1) 'if this is the same invoicenum =INDIRECT("Data!aV" &RowIndex + 2) 'if this is the same invoicenum etc... and then name each of these InvoicePrice1, InvoicePrice2, InvoicePrice3 etc... I am wondering if something like =INDIRECT("Data!aV" &RowIndex) =if(INDIRECT("Data!BA" &RowIndex +1) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aV" &RowIndex + 1),"") =if(INDIRECT("Data!BA" &RowIndex +2) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aV" &RowIndex + 2),"") =if(INDIRECT("Data!BA" &RowIndex +3) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aV" &RowIndex + 3),"") etc and =INDIRECT("Data!aU" &RowIndex) =if(INDIRECT("Data!BA" &RowIndex +1) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aU" &RowIndex + 1),"") =if(INDIRECT("Data!BA" &RowIndex +2) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aU" &RowIndex + 2),"") =if(INDIRECT("Data!BA" &RowIndex +3) = INDIRECT("Data!BA" &RowIndex ), INDIRECT("Data!aU" &RowIndex + 3),"") etc There may be 1 item or upto 15... Thanks Bruce "Gord Dibben" <gorddibbATshawDOTca wrote in message ... Bruce I think I don't have a clear understanding of what you need. You referenced the site for John's Elephants R Us mailmerge. You have downloaded his sample workbook and are trying to adapt it to your needs, right? I'm not sure if that particular workbook is what you need for Invoices and how to adapt it without re-working it. Have you gone carefully over the Help sheet that John provides with the workbook? Gord On Tue, 22 May 2007 07:58:26 -0700, "Bruce" wrote: Gord, I am sorry if I am not quite understanding how this would help. I am fairly familiar with vlookup(). This would give me one of several choices. What I am wanting is to fill several rows(on WS forms) with ALL of the records that matches the invoice number (from WS data). Thanks Bruce "Gord Dibben" <gorddibbATshawDOTca wrote in message . .. See Debra Dalgleish's site for more on VLOOKUP and Data Validation lists for entering the choices. http://www.contextures.on.ca/xlFunctions02.html http://www.contextures.on.ca/xlDataVal01.html Note the section on using DV lists from another worksheet by naming the list. Gord Dibben MS Excel MVP On Mon, 21 May 2007 14:11:14 -0700, "Bruce" wrote: I am creating an invoice. The data is to be pulled from a worksheet called "DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
#6
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Would that not be VLOOKUP used in accordance with HLOOKUP then?
On Tue, 22 May 2007 07:58:26 -0700, "Bruce" wrote: Gord, I am sorry if I am not quite understanding how this would help. I am fairly familiar with vlookup(). This would give me one of several choices. What I am wanting is to fill several rows(on WS forms) with ALL of the records that matches the invoice number (from WS data). Thanks Bruce "Gord Dibben" <gorddibbATshawDOTca wrote in message .. . See Debra Dalgleish's site for more on VLOOKUP and Data Validation lists for entering the choices. http://www.contextures.on.ca/xlFunctions02.html http://www.contextures.on.ca/xlDataVal01.html Note the section on using DV lists from another worksheet by naming the list. Gord Dibben MS Excel MVP On Mon, 21 May 2007 14:11:14 -0700, "Bruce" wrote: I am creating an invoice. The data is to be pulled from a worksheet called "DATA". There is one row for each item. There may be several items per invoice. Each are keyed with the "InvoiceNum" columnBA On my invoice, I have named fields that represent each item on a row. But I am not sure how to get the other items that are tied to the same invoice number. There are only 2 cells that are needed and these are item and rate (columns AU and AV) Any ideas on how to do this? I am using the example I D/L from http://j-walk.com/ss/excel/tips/tip92.htm as my base. Thanks Bruce |
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