I am so new to this so please be very simple with a solution!! I am using
Microsoft Office 2007. I finally entered all my customers in an Excel
spreadsheet. I think the file type is xlsx, whatever that is. Anyway, I was
wondering if I could somehow, magically, transfer some of that information to
another Excel spreadsheet, which is my Proposal form. When I do a proposal I
have to either type in the customer info or copy and paste it from one form
to the other. Is there a way to format the "Proposal" form to automatically
access the "Customer Address book" to fill in the appropriate blanks?? Hope
I'm explaining this correctly. Thanks in advance for any help you can give
me!!

Yes, you would normally use VLOOKUP to do this. Imagine you have a
sheet called customers with name and address details occupying, say, 6
columns A to F with customer name in column A, and that you have a
header row, with data occupying row 2 to row 300. In your proposal
sheet you enter a customer name in cell A5 and want the other customer
details brought across into cells B5:F5.

Put this formula in B5 of your proposals sheet:

=VLOOKUP($A5,customers!$A$2:$F$300,COLUMN(A2),0)

and then copy it into C5:F5 and the address details should appear
automatically.

Then put a different customer name in A5 and the address details
should change to suit.

Hope this helps.

Pete

On Jan 20, 12:08*am, novajoe
wrote:
I am so new to this so please be very simple with a solution!! *I am using
Microsoft Office 2007. *I finally entered all my customers in an Excel
spreadsheet. *I think the file type is xlsx, whatever that is. *Anyway, I was
wondering if I could somehow, magically, transfer some of that information to
another Excel spreadsheet, which is my Proposal form. *When I do a proposal I
have to either type in the customer info or copy and paste it from one form
to the other. *Is there a way to format the "Proposal" form to automatically
access the "Customer Address book" to fill in the appropriate blanks?? *Hope
I'm explaining this correctly. *Thanks in advance for any help you can give
me!!