ExcelBanter

ExcelBanter (https://www.excelbanter.com/)
-   Excel Worksheet Functions (https://www.excelbanter.com/excel-worksheet-functions/)
-   -   Special Consultation (https://www.excelbanter.com/excel-worksheet-functions/184611-special-consultation.html)

Morfeo

Special Consultation
 
Hello folks!

I have a special consultation, i hope somebody can help me.

I have made an invoice in a workbook, it has all the fields that an invoice
has to have, Invoice #, Date,Company,Amount,Item
#,Description,Quantity,Price,etc.

Now, I have to present a report in base to the data put in the invoice,
those reports are, Sales Report, and Customer Report. What I do now is, fill
in the invoice, after that i copy the data, and paste it in the Sales Book,
After that is done, y copy the data, again, and put it in the Credit Report
(Customer).

Now my question is: Can is possible that excel automatizes those moves, that
i dont have to copy and paste it anymore?

If you need a copy of my workbook, just ask.

I know is a lot to ask, but somebody else could need it!!

Morfeous!!

Per Jessen[_2_]

Special Consultation
 
On 22 Apr., 00:26, Morfeo wrote:
Hello folks!

I have a special consultation, i hope somebody can help me.

I have made an invoice in a workbook, it has all the fields that an invoice
has to have, Invoice #, Date,Company,Amount,Item
#,Description,Quantity,Price,etc.

Now, I have to present a report in base to the data put in the invoice,
those reports are, Sales Report, and Customer Report. What I do now is, fill
in the invoice, after that i copy the data, and paste it in the Sales Book,
After that is done, y copy the data, again, and put it in the Credit Report
(Customer).

Now my question is: Can is possible that excel automatizes those moves, that
i dont have to copy and paste it anymore?

If you need a copy of my workbook, just ask.

I know is a lot to ask, but somebody else could need it!!

Morfeous!!


Hi

Make references to your invoice sheet.

In the Sales Book type "=" in the cell where you want the Invoice #,
then goto the Invoice sheet and click on the cell containing the
Invoice# and hit Enter.

Regards,
Per

AKphidelt

Special Consultation
 
I probably would look in to Pivot Tables. Or even Access. But if neither of
those are in your range of abilities... then explain more of what these
reports are and why you need to copy and paste data to two separate sheets?

"Morfeo" wrote:

Hello folks!

I have a special consultation, i hope somebody can help me.

I have made an invoice in a workbook, it has all the fields that an invoice
has to have, Invoice #, Date,Company,Amount,Item
#,Description,Quantity,Price,etc.

Now, I have to present a report in base to the data put in the invoice,
those reports are, Sales Report, and Customer Report. What I do now is, fill
in the invoice, after that i copy the data, and paste it in the Sales Book,
After that is done, y copy the data, again, and put it in the Credit Report
(Customer).

Now my question is: Can is possible that excel automatizes those moves, that
i dont have to copy and paste it anymore?

If you need a copy of my workbook, just ask.

I know is a lot to ask, but somebody else could need it!!

Morfeous!!


Morfeo

Special Consultation
 
Hello!

Well, as you said, those tools are not on my knowledge, but is a matter of
learning.
Besides, I do not have MS Access in my computer, so that's not an option.

These reports are the sales and customer balance, you know, when I fill in
an invoice i want that information in a sales report automatized, but if i
only want a report of the sales and payment of a customer, that's the kind of
report that I need to present.

I hope somebody can help me, and not to cause any trouble!!!

Regards!!!!

Morfeous!!!!!

"akphidelt" wrote:

I probably would look in to Pivot Tables. Or even Access. But if neither of
those are in your range of abilities... then explain more of what these
reports are and why you need to copy and paste data to two separate sheets?

"Morfeo" wrote:

Hello folks!

I have a special consultation, i hope somebody can help me.

I have made an invoice in a workbook, it has all the fields that an invoice
has to have, Invoice #, Date,Company,Amount,Item
#,Description,Quantity,Price,etc.

Now, I have to present a report in base to the data put in the invoice,
those reports are, Sales Report, and Customer Report. What I do now is, fill
in the invoice, after that i copy the data, and paste it in the Sales Book,
After that is done, y copy the data, again, and put it in the Credit Report
(Customer).

Now my question is: Can is possible that excel automatizes those moves, that
i dont have to copy and paste it anymore?

If you need a copy of my workbook, just ask.

I know is a lot to ask, but somebody else could need it!!

Morfeous!!


Morfeo

Special Consultation
 
Thank you for your Answer!

But that is if I have only one Invoice, because, when I fill in the same
invoice but with another data, you know, another customer, and another date,
it's gonna change everything in the book of sales but in the same line, and i
have to present a report of all the sales.

I hope you still can help me!

"Per Jessen" wrote:

On 22 Apr., 00:26, Morfeo wrote:
Hello folks!

I have a special consultation, i hope somebody can help me.

I have made an invoice in a workbook, it has all the fields that an invoice
has to have, Invoice #, Date,Company,Amount,Item
#,Description,Quantity,Price,etc.

Now, I have to present a report in base to the data put in the invoice,
those reports are, Sales Report, and Customer Report. What I do now is, fill
in the invoice, after that i copy the data, and paste it in the Sales Book,
After that is done, y copy the data, again, and put it in the Credit Report
(Customer).

Now my question is: Can is possible that excel automatizes those moves, that
i dont have to copy and paste it anymore?

If you need a copy of my workbook, just ask.

I know is a lot to ask, but somebody else could need it!!

Morfeous!!


Hi

Make references to your invoice sheet.

In the Sales Book type "=" in the cell where you want the Invoice #,
then goto the Invoice sheet and click on the cell containing the
Invoice# and hit Enter.

Regards,
Per



All times are GMT +1. The time now is 01:31 PM.

Powered by vBulletin® Copyright ©2000 - 2025, Jelsoft Enterprises Ltd.
ExcelBanter.com