Forum Discussion
Creating a Pre-filled list
Is this doable for a novice like me?
Is this doable? I'm confident it is.
... for a novice like me? That is another matter. It could be a good learning experience if you're up for it.
Let me invite you to give us a link to the actual file (or a mockup)...the image you've shown doesn't have all the necessary moving parts. Where, for example, do the products that are being ordered for/by a given customer come from? Where does the info on the appropriate discount come from?
So if you could post a link to a file in OneDrive or Google Drive or... and make sure it's editable and shareable... I or somebody else can take a look at it.
The file "contract list" has 4 sheets inside
- CLIENT DISCOUNTS - has the list of clients, their cust ID and contract numbers on the left. To the right is the price list that has the name of the products and their associated prices.
-discounts - list the discounts given to specific contracts, I'm trying to get column E to populate on the price list when a customer is chosen
- CLIENTS - you can just ignore
- PRICE LIST - is where I was using VLOOKUP to test and see if the discount rate would populate, but I kept getting an error saying that it could not find the info from the "discounts" sheet
Each customer has a dedicated excel sheet showing their discounts, i have added an example one as well
https://drive.google.com/drive/folders/1yTS7jrYBxT7OzMPujyHZbWPefwQZ33es?usp=sharing
If I can at least get it going with this samples, I believe that I can replicate for all out the clients. Like I said, right now, all the customer discounts are in different excel files. If I could link it without putting all the files in one sheet, that would be great.
I have just never worked with anything this big, or this complicated in my head.
Thank you all in advance!
I've attached two spreadsheets based on yours (after removing the sheets containing the private info). Part of the difficulty here is that you're not consistent in the names (or I've looked at the wrong columns in trying to match item with item). The formulas I've entered use INDEX and MATCH, and only a single match was made, that being in the row that contained the word "kerator".
Anyway, you may be able to use the INDEX/MATCH formula following the example. If not, come back and clarify what we should be matching (looking up)
- You need to not post the real workbooks!! Those contain real client info, which should not be posted on a public message board. Post only mock-ups.
- OMG. Yes, changed the permissions. Will post mock in a bit.