+ Reply to Thread
Results 1 to 8 of 8

Customer list

  1. #1
    Registered User
    Join Date
    09-22-2010
    Location
    Austria
    MS-Off Ver
    Excel 2010
    Posts
    3

    Customer list

    Hi,
    I need help with a customer list I want to create. It should be capable of the following functions:

    - A list of customers: Rows for First name, last name, phone number and company name. all that in a seperate sheet

    - in the first sheet it should be possible to search for customers in the list, by selecting a customer last name from a dropdown list. in addition it would be nice to choose between a search by last name or by company name.

    - the search result should be the same format as the complete customer list, but show only the customer you searched for.

    I searched the internet for templates and found something that can almost do anything I want to have, but not compleately (please see attachment).

    Thanks in advance for your help!
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    09-09-2010
    Location
    Philadelphia PA
    MS-Off Ver
    Excel 2007
    Posts
    39

    Re: Customer list

    The way I would do is:
    I would put a userform with radio buttons to select your search criteria and populate the dropdown according to your selected criteria.

    Since you want to use separate sheet for each category, you'll have to use an identifier e.g. #1 corresponds to customer A firstname in sheet 1, Customer A last name in sheet 2 etc etc.

    Then you can use offset function to search your workbook.

  3. #3
    Forum Expert royUK's Avatar
    Join Date
    11-18-2003
    Location
    Derbyshire,UK
    MS-Off Ver
    Xp; 2007; 2010
    Posts
    26,200

    Re: Customer list

    What needs changing?
    Hope that helps.

    RoyUK
    --------
    For Excel Tips & Solutions, free examples and tutorials why not check out my web site

    Free DataBaseForm example

  4. #4
    Registered User
    Join Date
    09-22-2010
    Location
    Austria
    MS-Off Ver
    Excel 2010
    Posts
    3

    Re: Customer list

    Quote Originally Posted by himanshu83 View Post
    The way I would do is:
    I would put a userform with radio buttons to select your search criteria and populate the dropdown according to your selected criteria.
    Could you please explain this in detail. I'm not very familiar with Excel, especially not with Excel 2010

    Thanks

  5. #5
    Registered User
    Join Date
    09-09-2010
    Location
    Philadelphia PA
    MS-Off Ver
    Excel 2007
    Posts
    39

    Re: Customer list

    Unfortunately, My work network isn't allowing me to download your file and even I am not very familiar with Office '10.

    But I'll try to explain the concept. or Perhaps more experienced people in the forum might give you the code you need.

    Name every range. e.g. Name range with customer first names as cust_first_name etc. Then associate those ranges with your radio buttons. Also add a listbox or combobox that populates autmatically when you select the range(Your search criteria) via radio buttons. Save the selection in new sheet (Optional) and run a Vlookup or Hlookup query accordingly.

    I know it is confusing but this is the best I can do for now. Hopefully, someone else would give you a code for this.

  6. #6
    Forum Expert royUK's Avatar
    Join Date
    11-18-2003
    Location
    Derbyshire,UK
    MS-Off Ver
    Xp; 2007; 2010
    Posts
    26,200

    Re: Customer list

    I've amended the workbook so that it can search on Firstname or lastname
    Attached Files Attached Files

  7. #7
    Registered User
    Join Date
    09-22-2010
    Location
    Austria
    MS-Off Ver
    Excel 2010
    Posts
    3

    Re: Customer list

    Thanks royUK for your help.
    What do I have to do if I want to add more catagories in the customer database, like e-mail or something like that?

    Thanks in advance

  8. #8
    Forum Expert royUK's Avatar
    Join Date
    11-18-2003
    Location
    Derbyshire,UK
    MS-Off Ver
    Xp; 2007; 2010
    Posts
    26,200

    Re: Customer list

    I suggest that you read through the instructions on the other site.

    Basically you need to add extra columns, but also expand the Dynamic Named Ranges. Then amend the code to allow for the extra filter criteria

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1