Forum Discussion
Price List Template
It's definitely possible, roprice806, but it will take a pretty good knowledge of Excel to do it.
If I were doing it, my initial central focus would be on turning your Pricing sheet into a single database, on the basis of which you could create queries using the various Database functions in Excel. These are the several functions that begin with D_____, such as DSUM, DGET, DAVERAGE .... and these could be used to populate a Bid based on the selections made in your initial template.
Are you comfortable enough with Excel to take that suggestion and run with it? It's entirely possible somebody else would approach it differently. One of the great things about Excel is that there often are multiple routes to the same destination. Anyway, given a bit more time I could put together a simple sample.....
- roprice806Oct 28, 2019Copper Contributor
mathetesI can for sure probably google those functions and figure it out. Would love to see a simple sample if you had the time.
- mathetesOct 28, 2019Silver Contributor
Here is a very simple example, using some of your data as a base, roprice806
You'll see that I turned your Pricing Sheet into a single database and then used it as the source for some DGET queries on the Bid sheet.
I put some notations on the Bid sheet that begin to suggest things you would need to do to make this more fully functional. I am assuming that what you sent was not complete, so you may already have some of those things in mind. But very definitely, what's needed to make the DGET (and other database functions) work is a single coherent and comprehensive database with prices at whatever granular level you will need for backing up your bids. If what I've done as a start raises questions, as well it might, feel free to come back with those questions.
By the way, I did not use (in fact I disabled upon opening) whatever macro you have written in this workbook.... I am a believer for the most part in letting Excel's own functions do the work; but it's possible that they're necessary in your setting.