Forum Discussion
Using Excel Lookup to Auto-Populate Two Different Excel Documents
WHY is the Scheduler laid out as it is--it's a single record on the sheet. Yet it's the one you want to pull most of your invoice data from. The other two are created as decent databases, with multiple clients or services in a tabular format.
So one thing I'd recommend considering, at any rate, is reorganizing the Scheduler sheet so it's laid out horizontally rather than vertically, to allow for more instances..... then the XLOOKUP formula could be consistently designed to integrate the various elements.
Is it necessary that these be separate workbooks, as opposed to being separate spreadsheets, but all in a single workbook? That makes the use of functions that go across sheets a lot easier.
An unsolicited observation: don't take time to make the spreadsheets pretty before you get the functionality established. It's a common mistake, but often interferes with getting the job done (just psychologically, if nothing else--you don't want to alter something you've made look so great). Get it to work, then you can add colors and other bells and whistles, if you need them at all.
Anyway, I think XLOOKUP might be the best function.... Here's a resource that can help you with it, once your datasheets are arrayed appropriately. https://exceljet.net/excel-functions/excel-xlookup-function
Thank you, Mathetes, your observations, thoughts and link were very helpful. I made all the changes you suggested and reviewed the tutorials on exceljet.net. After a little trial and error everything is now working perfectly. Could not have done it without your insight...much appreciated.... SafariGal