I have several tables in separate workbooks that different users populate based on the stage that a project is in.
MainTbl: holds basic info on a project
QuoteTbl: info on status of the project's quote info
EnggTbl: info on engg for projects
FabTbl: info on fabrication for projects
AdminTbl: info on admin paperwork for projects
MoneyTbl: info on income/expenses for a project (PnL)
ShippingTbl: delivery info for projects
and others
I want to use MainTbl to populate basic project info in other tables - not all projects will have data recorded in ever table.
For example, when we enter the QuoteID in MainTbl with customer and project info, I want to be able to select the QuoteID in the QuoteTbl and have it populate select info in 2 or 3 other columns into the QuoteTbl.
Finally, I want to be able to run a query in another separate workbook combining ALL table info into one comprehensive table for posterity.
I have never used queries in excel and I have no idea how to do this I just know it's possible and need help understanding how the relationships work.
I'm hoping with this info I'll be able to figure out how to run custom queries (reports) for various division managers only showing the info that they need.
Ultimately, I'll have to figure out how to purge old project info so the files don't get exceedingly large and full of completed job info.
All suggestions are greatly appreciated. If this is too simple and I'm just being a nerd, can someone point me to a very easy to understand tutorial on what excel queries are and how to create and manipulate them?
I do have experience using access and could work magic with it, but I just can't seem to figure this out on my own.
Thanks! Karen
MainTbl: holds basic info on a project
QuoteTbl: info on status of the project's quote info
EnggTbl: info on engg for projects
FabTbl: info on fabrication for projects
AdminTbl: info on admin paperwork for projects
MoneyTbl: info on income/expenses for a project (PnL)
ShippingTbl: delivery info for projects
and others
I want to use MainTbl to populate basic project info in other tables - not all projects will have data recorded in ever table.
For example, when we enter the QuoteID in MainTbl with customer and project info, I want to be able to select the QuoteID in the QuoteTbl and have it populate select info in 2 or 3 other columns into the QuoteTbl.
Finally, I want to be able to run a query in another separate workbook combining ALL table info into one comprehensive table for posterity.
I have never used queries in excel and I have no idea how to do this I just know it's possible and need help understanding how the relationships work.
I'm hoping with this info I'll be able to figure out how to run custom queries (reports) for various division managers only showing the info that they need.
Ultimately, I'll have to figure out how to purge old project info so the files don't get exceedingly large and full of completed job info.
All suggestions are greatly appreciated. If this is too simple and I'm just being a nerd, can someone point me to a very easy to understand tutorial on what excel queries are and how to create and manipulate them?
I do have experience using access and could work magic with it, but I just can't seem to figure this out on my own.
Thanks! Karen