Adding new row using existing data - Tables

[jumboseated]

Hi All,

Happy new year!

I'm hoping someone can point me in the right direction with what I am trying to achieve below

I have 2 tables. One called quotes and one called projects.

Quotes table headers:
Date
QUOTE NO.
Description
Company
Employee

Projects table headers:
Date quoted
Date Started
Project No.
QUOTE NO.
Description
Company
Employee

When I quote a job I add it to the quotes table each with their own unique quote no. and when I carry out a job I will add it to the projects table with a unique project number but an existing quote number. What I want to do it is... in the projects table, add a new project number, then from a pull down list, select the quote number from the quotes table and auto fill the description, company and employee based on the info from the quotes table.

I have looked into VLOOKUP but this seems to be more for reporting than data entry. (Im probably wrong there) Im not looking for the exact code or anything just a point in the right direction. Thanks Very much

 

[Joe4]

Welcome to the Board!

I think you should be able to use VLOOKUP to populate the other columns once you select your quote number.
You would just have a VLOOKUP formula in each column, matching on the quote number and returning the desired field value from your Quote table.

See here for more details: MS Excel: How to use the VLOOKUP Function (WS)

 

[jumboseated]

Hi Joe4

Thanks very much this is exactly what i want. I was looking without seeing!

=VLOOKUP([@Qno],tableQuotes,3,FALSE) works great​

is it the case that this will work if the Qno is it the left colum or is there a work around for this as I would prefer Qno to be the second column?

Thanks again

 

[Joe4]

With VLOOKUP, the column you are matching on ALWAYS has to be the left-most column.
If you do not want that to be the case, then you can try using XLOOKUP or INDEX/MATCH instead.

See here: How to Use Index Match Instead of Vlookup - Excel Campus