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Brooke115's avatar
Brooke115
Copper Contributor
Feb 17, 2019

Copying information from one cell in one to another worksheet.

I have a simple set up in excel where I use one tab for customer invoices and one tab for my costs.  I would like to be able to enter customer info in only one time, and have it populate the other customer info area in the opposite sheet.  Is that possible?

2 Replies

  • BadDonkey-1's avatar
    BadDonkey-1
    Copper Contributor

    Yes. If you have each transaction as a row eg:
    Date|Customer name|Invoice Amount|
    And your costs sheet might look like:
    |Date|Customer Info|My Cost|Supplier|Tax|
    In the costs sheet, click the first empty cell below the Customer Info heading and press the = key, switch back to the Invoices tab and click the cell you want to get the customer information from. Press enter. You have just linked a cell in your costs tab to the cell in the invoices tab.
    Click the same cell in the My Costs tab again- there will be a little square in the bottom right corner. Drag that square down the column to the size you desire for the number of transactions- this will link the same cells on the Invoices tab so that when you enter information into them, the same info will appear in the My Costs tab. There are a number of ways to achieve the same thing- have a google for "fill down" (CTRL-D) and cell references.

    This might also be handy:
    https://support.office.com/en-us/article/create-or-change-a-cell-reference-c7b8b95d-c594-4488-947e-c835903cebaa#bmcreate_a_cell_reference_to_another_wo


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