Updating information

pemco

New Member
Joined
Feb 17, 2018
Messages
5
Hello,

I'm trying to use Excel as a quotes database for my sales team. We have an Access DB on our shared drive, but it's much too slow for the sales team on the road to access & use. I'm searching for something a little more user-friendly!
Here's where I'm stuck: I need to have the ability to enter information into an Excel form (I have one created) and then have that information automatically update the cells in another sheet with that same information.
For example; if I enter John Doe (Sheet 1, A1) 123 Happy St. (Sheet 1, A2) Anywhere, TX (Sheet 1, A3), is there a way to update the 2nd sheet of the workbook with the same information for reporting purposes?
I'm happy to send an example of my quote template for clarification if that helps.
Thank you in advance for any guidance/suggestions!
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.
You said:
I need to have the ability to enter information into an Excel form (I have one created)

Do you mean a Excel UserForm?

And where on the form do you plan to enter this date?

Will you be entering this in a UserForm TextBox ?


And what do you plan to enter into what TextBox.

Or do you mean you want to enter all of this into one Textbox.
You said:
if I enter John Doe (Sheet 1, A1) 123 Happy St. (Sheet 1, A2) Anywhere, TX (Sheet 1, A3)

Do you mean you plan to enter all this into one Textbox and expect it to be entered where on your sheet?

Please provide all Control names and sheet names.

 
Upvote 0
Thank you very much for your response. I appreciate your willingness to help me.
I may not be explaining myself clearly. I'm not an Excel guru, so my verbiage may have been incorrect or misleading.
Here is the link to my file: http://file:///C:/Users/Pam/Desktop/Pemco/Quotes/Quotation Template.htm
There are two tabs: Sheet 1 is what I'd like to use as my quotation form. Sheet 2 is what I'd like to use as my tally for reporting. Basically, everything I enter into Sheet 1, I'd like to update in the appropriate columns on Sheet 2. Can this be done? You'll see that there are several lines under Part#/Description, Amt., etc. How is that handled on Sheet 2?
Thank you again for your help!
 
Upvote 0
I never open files posted on this forum. So you need to assume all I know is what you tell me in words.

But there are others on this forum who have no issue with opening files and even creating you the entire script and then send them to you. So maybe someone else on this forum will be able to help you.
 
Upvote 0

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