Using Excel As Database And To Create Quotations
Sep 19, 2013
My situation is as follows:
1. I have one sheet with all the information about my customers, such as customer name, address, mobile number and email. I have also added customer reference no...... this could act like a primary key in databases...... This is SHEET 1.
2. my other sheet, lets call it SHEET 2.... is basically a template of my quotation where at the top I need to enter the customer details such as customer name, address, mobile number and email.. Sometimes I have returning customers and I need to enter their details again and again.... it is time consuming.
Initially I would like to enter all my customers detail into SHEET 1.
When I have to create a quotation in SHEET 2, I would like to enter a customer reference number and it should bring all the data from SHEET 1 about that customer and place it into SHEET 2 (quotation template)...
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Jun 27, 2012
I am trying to create simple leave data base using Excel. Is it easy or complicated?
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Mar 8, 2014
I am trying to create a database that contains data taken from several work books that i have saved in one folder on my hard drive. These workbooks contain quite a lot ** data, but i only want to extract the data i want to instead ** having to extract it all? these works books are used by several other people as well, so i want it to be able to update as data changes.
I was thinking about using data links, but that only seems to extract all the data instead ** just what i want?
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Jan 20, 2013
I have an assignment for work where I am required to create a button within an excel sheet that will submit any text in a cell which in this case would be "A9" to a database to a certain field. I must create this using visual basic.
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Mar 31, 2004
I am currently trying to create a database of products for my company. For each product I would like to include an image associated with it. I then want to have on another sheet a place where the user will click an error and be able to cycle through the products. As tehy cycle the associated image will pop up.
What I need to understand is after importing the image into excel, how do I associate that image to a cell so I can reference it in another sheet of the database. I am not concerned with how large the database will get, my pictures are quite small.
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Jul 8, 2014
I am doing an If...Else if statements based on text within cells. Some of the text has quotations such as inches like 18".... or Thing."Polished" how can you add quotations within a text without it interfering with the code making it think there should be a Then command?
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Aug 6, 2014
This code I am using writes cell data to a text file starting from A1 and going down the column. Each line/row is written in quotes. How can I disable or replace the quotes with blanks in the text file?
Here is the code:
[Code] ........
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Aug 3, 2013
I am creating a database for Customers and Invoices.
1.I want to select a customer from a drop down list. I only have a few customers.
2.I want to save Invoices to review or make changes before mailing.
Per sample Invoice template.
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May 16, 2008
I am trying to create a 'Database' of Project Managers where by a skill can be entered into a cell and the VLookup will lookup the Project Manager that has this skill. There is the posibility that there will be more than one Project Manager with the same skill, formula so that the Lookup can return multiple values
the formula i am currently using is; ...
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May 26, 2008
I am seeking assistance in creating a 'database' type function within EXCEL workbook. I need to create a record of all job applications within our area and only a handful of staff have access let alone know how to use access. All are able to use spreadsheet/workbooks. Would like to be able to have entry page (i can do this fine) but I would like a search funtion that will allow staff to be able to track the progress of applications and add comments etc
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Sep 18, 2013
I am trying to create a cross-reference database in excel. I am not sure if I am using the correct terminology, so here is what I need to do:
I have three columns that contain text cells, each with different numbers of rows. Now imagine that cell A1 is related to cell B3 and also to cell C5. There are numerous different combinations similar to this. Is there a way to show this relationship between cells in excel. If so, how?
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Jun 28, 2008
I need to format an Excel spreadsheet into a comma delimited text file. I have saved the file as a text file, I have suceeded at making it comma delimited. In the text import wizard I have also selected no text qualifier.
However when the file is imported everything works fine but some quotation marks pop up at the beginning and at the end. The quotations are not part of the file and I have already chosen no text qualifier. How do I get rid of the quotation marks so that they do not appear when the file is imported?
Attached is a sample of the file.
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Jul 22, 2014
I already transfer my data from database (excel.xlsm) to an old worksheet (excel.xlsx) with a table by using VBA. Now I want to make this old worksheet become a new file with new file name like yyyy/mm/dd/where. Is that possible?
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Sep 12, 2006
I've been looking around to find a solution for my problem and as a last resort I have decided to make a post, and I will get straight to the point. I have 3 xl Files of relevance:
1 - is my "database" which consists of multiple sheets with different information in each. Each sheet is correlated with each other by one common ID. 2 - is my "template" which is 2 sheets, which functions as a report. The template serves as the Report which will be printed. The data from each row from the database can fill the spaces in the template.
3 - "the tool" xl file is where i have my macros and the mapping for the which columns from the database belong to which cells in the template.
Basically what I'm trying to get to work is: User opens Tool clicks "create Reports" and the tool should then open the database, pick the range of rows from the database put the data into the relevant cell in the template save the "template" with the info on it, close it and do it again with each row of data from the database. So if I pick rows 4 to 34 in my tool, it should create 30 xls files from the template and fill in the data from each row into each newly generated "report".
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Feb 7, 2014
I have a template for information that needs uploaded into a database via CSV. This database is then access via a HTML front end. As part of this there is a 'folder structure' with in the front end. This is displayed in a database table (See attached excel file for example data structure)
Currently I have this feeding into a drop down list which is somewhat cumbersome so want to make it more efficient and easier to use. I had toyed with the idea of adding more columns into the excel template and split the string up to populate however this isnt exactly professional looking.
My current thinking is, is there a way of putting this data into a listbox which is easy to navigate? Ideally in a folder tree navigation structure, I know this is possible for a windows folder structure
Folder Structure.xlsx
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Dec 18, 2012
I am trying to create a shared database that tracks training for about 100 people. I've built a workable sheet, but the only way I have to share it over e-mail (there is no office NAS set up, and we're on a military base so we can't establish wifi).
Is there a way to set up a workbook that can be updated on one computer and instantly reflect that information in the cloud?
My goal is to have each team responsible for updating their own form and then have that information update my master tracker.
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Jul 15, 2009
Its really hard to explain. See the attached.. Basically I have kind of a database of Letters and each letter has several codes associated with it, although each letter is different (a few are the same but that's irrelevant), e.g. letter E means you need to use codes 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.9, and 3.10. That information is stored elsewhere. I simply want a user to be able to put that letter into this box and next to it these codes will populate.
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Mar 8, 2013
I am currently pulling information from a database into Excel. In column A is a list of dates that vary depending on how many days I decide to pull. On any given day there are options to which car will be driven and it is random and there are attributes associated with that drive such as below. If the car was not driven the data pull inputs "No Data" or a "0". On any given day up to three cars can be driven but it is still possible that only one will be driven. This is shown in the second table below. I'd like to be able to create an automated summary table such as the first table below. The summary table should be organized by date and show what cars were driven and their attributes. I know this seems simple but in reality I have six different cars and up to 10 attributes for each car and will be pulling months at a time. The only thought I have had is to do a for loop that checks every individual cell but I am not sure how to implement that.
Car
Miles
MPG
Car
Miles
MPG
Car
Miles
MPG
[Code] .....
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Apr 13, 2006
I need to have a end user form that pulls information from a database and simplifies work for our substitue coordinator. Please be advised I have been working on this and can not get the desired results. I need a form that displays the current date and 5 columns of data the Data needs to be in seperate cells for example cell A1 titled TEACHERS and then the sub coordinator could start typing the name of the teacher in a2 and a predefined database of teachers name, class they teach, etc. MATH, ENGLISH and planning period would be pooled and automaticly fill the cell.
I also would need a second cell say cell B to be call Substitutes and b2- b100 to pull data from a database of substitute names and display their information.
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Jan 12, 2013
In column A of a database I've calculated workdays for all year (excluding weekends and public holidays).
Every day, I update the numerical data of the database, with the facts of previous day.
In another sheet I've made some monthly, quarterly etc., reports for that data.
What I want, is to have:
1) a report every day, with the sum of specific data (say that in column D), for a period starting the first workday of current month and ending the previous workday of today.
2) the total workdays days for that period.
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Apr 15, 2014
Using EXcel 2013, Windows 8
I have an Excel worksheet with one column being e-mail addresses. Other columns are Christian names, etc
Ideally can I create a full Mail merge with Outlook using whatever data I want. But probably just e-mail address and Christian name?
Otherwise be able to send one e-mail to all the e-mail addresses, without a major re-type.
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Dec 31, 2009
Has anyone ever tried to make a database out of Excel? I know that Access would be a better choice, but i have never done anything in Access and have no clue where to start. i know Excel, but i'm worrying that i will end up having too much data and my program will be slow.
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Nov 5, 2008
I want to accomplish something like this but slightly different:
[url]
I have the same issue but a bit more complex. In my case I have an additional amount of columns (let's say dimensions). So for the example given (sales per month) I would add two columns for 4 different regions and 5 machine types (just examples).
The output (that would serve as pivot tabel input) would then have to be a 4 x 5 x 12 x 4 = 960 row database table.
I have tried to accomplish it by customizing the given code but that provedto be beyond my powers ;o)
and some 3rd party software [url]and [url] but non of them is doing what I'm looking for.
The code I'm looking for ideally would count the number of columns and unique records per column and construct the database table from that. So I am looking for flexibility in the number of dimensions also...
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Jul 9, 2014
I got two sheets of database and I need to fill the gaps in one of then, taking the information for the other one, I been told that I can do it with vlookup or if function?
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Jan 29, 2014
I have sql queries in spreadsheet column and which needs to run against Db2 database daily and then update the result back to spreadsheet. This is tedious process and could there be a way to create a a macro using VB which performs the following?
1. connect to db2 database
2. take the sql query one at a time from every row and then run against database
3. Obtain the result and then update it back to last column of the spreadsheet.
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Dec 9, 2011
I'm tasked with looking up part numbers in Epicor's ERP database and entering the labor cost into excel. Is there any way to write a macro or VB program that lokks at the part number in excel, goes into epicor, pulls finds the part number and cut and pastes the cost data.
I have about 30,000 of these to look up.
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Jul 19, 2012
I have an access database that runs some excel subs. If the excel sub doesn't meet a certain criteria, I want to close the excel workbook and close the access database. Most google searches yield how to close excel from access but I need closing access from excel. I was thinking that if the "detonate" criteria was met, I could pass a variable over to access and terminate that way....
If x 5 then
thisworkbook.close
myaccess.accdb.close
end if
or
if x 5 then
appAccess.application.run "Self-Detonate"
thisworkbook.close
end if
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Feb 26, 2007
Some time ago, a friend of mine told me he didn't use any Pivot Tables at all, due to the imense space they require.
Instead, he made connections between Forms in Excel and the Databases using SQL.
Do you know of any Internet site where I can start to learn something about this?
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Oct 14, 2008
Are there any good website for a beginner on how to set up and store information in excel as a database? I have mutliple sheets that I use everyweek for payroll and I would like to store the previous weeks data in a seperate sheet so I dont have to save each weeks sheets.
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Jul 20, 2006
which databases people are using with importing excel data into a database.
I want to know people's experiences on different databases and suggestions on which database i can use maybe.
On this moment i do everything in excel, but excel is not longer working properly because of large files that need to be connected to 1 or more sheets.
This is the situation now:
VAX (Dos bases database) -> Comma seperated Files -> Importing in Excel -> Linking the data to sheets.
Now I want to have a database where i can do all normal operations to have a good look and the situation of stock status, ordered parts, sales etc. (inventory control)
Who has experiences with databases ? And what are you doing with that database?
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