Any excel experts out there?
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Any excel experts out there? Posted on: 14.10.2011 by Doug Bieling Need help with a function to pull information from anther sheet, based on a two search criterias.Trying to create an invoicing system. I have a worksheet with loads of records holding information about jobs. I have another worksheet that is basically where an invoice is created. The invoice worksheet will have an area for date entry and also a customer field. It's these two fields I need to be used to then pick out entries from the first worksheet with all the info on. Any clues on functions to use for this or websites with more information would be really appreciated. Cheers MMM | |
| Doug Bieling 14.10.2011 | Need help with a function to pull information from anther sheet, based on a two search criterias. Trying to create an invoicing system. I have a worksheet with loads of records holding information about jobs. I have another worksheet that is basically where an invoice is created. The invoice worksheet will have an area for date entry and also a customer field. It's these two fields I need to be used to then pick out entries from the first worksheet with all the info on. Any clues on functions to use for this or websites with more information would be really appreciated. Cheers MMM |
| Patty Mcgilbra 17.10.2011 | Pivot tables would be best tbh - not quite as automated but with office 2010 it should be pretty quick to get all information. Create a pivot table and select the stuff you want: name - job name - cost etc then you can filter for each person and timerange (i believe) on top of the pivot table. if you create a pivot per person you could directly link it into your invoice sheet by using some IF function or just use the auto filters in your job sheet? just filter per person and timerange and then copy it into your invoice sheet |
| Brunilda Kora 16.10.2011 | You'll need to use VLOOKUP. VLOOKUP will allow you to search for the value in the FIRST field on a worksheet, and then return any value from any cell in the same ROW as that value (you specify which). Check help in excel for a step-by-step. (You might also need to use a pivot table worksheet. I'm not to hot on Pivot tables...) |
| Doug Bieling 15.10.2011 | Is that not just duplicating the field in nthat particular cell. I will have a worksheet filled with jobs as they happen. At the end of the month I would like to go to the invoice generation sheet fill in the date and the customer and based on those two fields it will automatically populate the invoice with jobs for that customer within the date range specified. So far I've worked out I need to use some form of lookup the problem being that there will be multiple rows for the customer so using a lookup in every row for the invoice will always find the first job in the list and return that. |
| Brunilda Kora 14.10.2011 | Easy. Just click on the cell in the invoice spreadsheet that you want to populate with the details from the info worksheet, type in an "=", then navigate to the cell on the info worksheet that you want to take the info from, then click on that cell and press enter. If you go back to your invoice worksheet and check the contents of the cell that is now being populated from your info worksheet, it'll say something like: =Info!'A8' Where "Info!" is the worksheet, and "A8" is the cell within that worksheet that the info is being taken from. |
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