Hello,
I've attached workbook
I am working for a local fencing company. The owner has never used a cellphone and doesn't have a computer. I am updating excel sheets made by old estimators to increase efficiency and reduce reporting errors.
What I have is a workbook with 3 main sections
Workbook 1:
Sheet #1. Job Log Sheet - This sheet is used to record and track new clients - this sheet has a table with the headers:
| Bid ID | JOB # | Call Date | JOBSITE NAME | Bid Date | Bid Amt. $$ | ContrRec Date | Contr Rec Amt |
Sheets #2-13. - Sheets for each month of the fiscal year - I am hoping to auto populate these sheets from the first sheet as much as possible. Table Headers:
| Bid ID | Call Date | Lname | Fname | Co. Name | City | Proj. Type (Inst/Rep'r/Mod) | Mat'ls. (CL/WD/WDWR/OI/V | Appt. Date | Bid Date | Pre- Lien | Prevailing Wage | Bid Amt. $$ | F/U1 Date | Contr Date | Contr Rec Amt | ContrRec Date | Work Order Date | Pre Lien Date | Notes |
The trouble: I would like to search Sheet #1 "Job Log Sheet" by month and populate the corresponding fields on sheets 2-13. The jobs have been getting scattered and the sales reports have been off. I can figure out how to populate the rest of the columns but I can not for the life of me get the first column going.
I want to be able to Type in the "bid id" and the "call date" on sheet #1 "Job Log" and have that auto fill he corresponding information in the monthly worksheets #2-13 based on which month the data falls into.
Sheet #14. - This sheet tally's the sales total by month from the other sheets and is used to create a combined sales report from all estimators
Please and thank you to anyone who can get me on the right track here.
Bryan
