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Excel 2007 : can I have a master excel schedule prepop from other workbooks

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  1. #1
    Registered User
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    03-11-2011
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    florida
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    Excel 2003
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    can I have a master excel schedule prepop from other workbooks

    I am a first time poster and want to thank anyone in advance who can help me with building this system for our sales team.

    I have created a "sales stats" file for 6 reps. We tried having all of them work in one shared master file but it has caused too many problems. I have built a several drop down menus in their files e.g under the "Status" they can select one of six dispositions.

    completed paid standard
    completed paid premium
    completed unpaid standard
    completed unpaid premium
    scheduled call back
    not interested

    Now here's the question. Can I build a separate "completed" file that can look into each individual "sales stats" file and use and IF/THEN formula or something to identify only when a cell is dispositioned "completed paid standard" or "completed paid premium" and then populate all the rest of that customers fields (name, address, email, etc) into that completed file? The goal is to have the sales reps only access their files.

    Are there any Excel Ninjas that can provide wisdom to this young grasshopper?

  2. #2
    Forum Moderator davesexcel's Avatar
    Join Date
    02-19-2006
    Location
    Regina
    MS-Off Ver
    MS 365
    Posts
    13,523

    Re: can I have a master excel schedule prepop from other workbooks

    To best describe or illustrate your problem you would be better off attaching a dummy workbook, the workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    If needed supply a before and after sheet in the workbook so the person helping you can see what you are trying to achieve.

    Doing this will ensure you get the result you need!

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