help to create Estimate sheet with drop downs I would like to create an Estimate
ID: 639924 • Letter: H
Question
help to create Estimate sheet with drop downs
I would like to create an Estimate form with many rows that will pull info from a second page (or "database" in excel in access??).
For example, I would like 1 column to be "REPAIR CODE", next columns to be "DESC", "TIME", "POSITION", "PRICE", etc. I would like to enter the repair code (or select from a drop down) & have the rest of the info auto-fill across the columns. I then would like to have the amounts total, etc.
Is something like this possible? Easy?? Where do I start?!
Thanks for any guidance!!!
Explanation / Answer
Hi..
If I can choose between Access and Excel and if you have the skills, I would choose Access. In Access, 1) Create a linked table to the source
2) Create a local mapping table for the auto filled fields
3) Create a Query to join two tables ON Repair Code
4) Create a Form, choose that query as a source of a Form, this Form is used as a Search page. Make a drop down box and a button to trigger another Form, save the dropdown box value as a Global Variable
5) Create another Form to display result, and use SQL to return results of the query that match the dropdown value
Excel is much more simple,
1) Create a worksheet called mapping table, write down all your unique combination of REPAIR CODE, DESC, TIME, etc
2) Create a worksheet called Source, import the external data from the source (Data > Get External Data)
3) Now you can see the Repair Code imported from the source, use vlookup to lookup the rest of the items from mapping table
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