Forum Discussion
How do I have an address selector in Excel please?
Hi
Just set up an invoicing spreadsheet which is formatted exactly as needed! Fallen at the last hurdle though.. I cannot work out how to import the customers name and address into the invoice. Each new invoice is from template inserted into the workbook. I have all my customers details set up on the first page of the workbook with a 'name' then 'address 1' 'address 2' column etc etc. so that I can add as we get more to add.
I would like to be able to select the name off a drop down so that the rest of the address falls into the cells.
Can anyone help at all please?!
Hello JET_Home,
It sounds like your situation requires Data Validation for a drop-down list and VLOOKUP() or INDEX()+MATCH() to pull customer address details.
Can you share a sample workbook (without sensitive information)?
4 Replies
- mathetesGold ContributorWithout seeing your workbook it's hard to be certain what the best way is. I have created what might be a similar workbook for my wife's consulting work, and I use VLOOKUP to retrieve the specific addresses, as applicable.
There are other ways, but that's probably the simplest. I am assuming that you have your first page set up as a table (or range with all of those data elements you mention arrayed in a single row per customer
If you need more help, please upload a sample of your workbook (after first removing personal information on customers, etc.)- mathetesGold Contributor
In the attached, I have used VLOOKUP to populate the section next to "To:" in your template. That's ALL I've done, however. There's a yellow background cell (H1) where I ask that you enter the customer code, the first column in your customer database. I did remove the first row in that database, where there were strings of *************** asterisks in some of the fields right under the header row.
I have no idea how you're using the rest of it to assemble the actual costs that are being billed to each customer. I did notice that you've got macros written for something....so it may well be that somehow my VLOOKUP solution is trivial compared with some of the other functionality you've already built in to your template.
There are other aspects of this I would question, but for now, if this use of VLOOKUP answers your question, I'll be satisfied. If you need or want more help come back and explain further what you need. There are people here who are far more comfortable with VBA and macros than I.