Get data from different workbook

**vibutx** · 11-12-2009, 01:10 PM

Well basically this is what i need. I a default excel sheet that I use for work and i create quotes on it. Everything is set up and at the top i have QUOTE PREPARED FOR:

Now there I always have to type the persons name, number, etc.. But we usually have the same customers and there are like 45 of them. So I really dont feel like typing their information everytime I make a quote for them. Is it possible that maybe I can enter everyones information in one excel file and then when i go to my original excel file i can enter maybe a variable or something and i can get a persons contact info entered in there? Hope everyone understands what i am trying to do.

**Richard Buttrey** · 11-12-2009, 01:23 PM

Hi,

Create a master table of your customers, with in the left hand column the customer names, or perhaps their unique account code / ref. Then in the adjacent columns enter their various details like number, address, phone or whatever. Name this table say "Data"

Then in your quote template use one cell in which you enter the customer name or account code and in the other cells you want populated use a VLOOKUP() function of the form:

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HTH

**vibutx** · 11-12-2009, 01:26 PM

Richard,

I really appreciate your help. I am very new to excel so can you explain step by step? Im sorry if I am asking for too much, I am learning

.

Thanks!

**Richard Buttrey** · 11-12-2009, 06:43 PM

Hi,

Can you upload an example workbook for both your Quotation and your customer list showing what information you hold for each customer and the layout you hold it in. A few examples will be sufficient as long as they are representative.

Rgds