Creating Services with related items

[geno32080]

I have created and invoice for our cleaning services. I would like to use a drop down for the services provided, and associate a price for the service. I got the drop down box going, but am stuck figuring out how to make the bulleted items appear in the next row and how to associate the price with the service. Any ideas? There are Weekly, Monthly, Quarterly, and Yearly Cleaning Services that I would like to set up in the drop down box in cell B14 and then associate what that service description is in starting in Cell 15, and then the price for that service in Cell E14. I put together a data sheet with all the drop down info, but on the invoice sheet , when I choose a service it only shows the single cell. We do weekly cleaning so typing that in every single time is becoming a time consuming process. Any Ideas would be greatly appreciated.

cell b14 cell c15 cell d14 cell e14
Weekly Clean $35.00
•Clean Windows
•Vacuum Floors
• Wipe Down Counter Tops

 

[mumps]

It would be easier to help if you could use the XL2BB add-in (icon in the menu) to attach a screenshot (not a picture) of your sheet. Alternately, you could upload a copy of your file to a free site such as www.box.com or www.dropbox.com. Once you do that, mark it for 'Sharing' and you will be given a link to the file that you can post here. Explain in detail what you want to do referring to specific cells, rows, columns and sheets using a few examples from your data (de-sensitized if necessary).

 

[etaf]

are you still using excel 2013 ?
You could setup a data sheet with all the services and prices, then lookup the price

for ease of viewing, I have added a table BUT not using a seperate sheet

Cleaner-ETAF.xlsx
	A	B	C	D	E	F	G	H	I	J	K
14	service	Weekly Clean			35			Weekly Clean	Weekly Clean	•Clean Windows	35
15		desc	•Clean Windows					Quarterly Clean	Weekly Clean	•Vacuum Floors
16			•Vacuum Floors						Weekly Clean	• Wipe Down Counter Tops
17			• Wipe Down Counter Tops						Quarterly Clean	item 1	155
18									Quarterly Clean	item 2
19									Quarterly Clean	item 3
20									Quarterly Clean	item 4
Sheet1

Cell Formulas
Range	Formula
E14	E14	=INDEX(K14:K20,MATCH(B14,I14:I20,0))
C15:C20	C15	=IFERROR(INDEX($J$14:$J$20,SMALL(IF(($I$14:$I$20)=$B$14,MATCH(ROW($I$14:$I$20),ROW($J$14:$J$20))),ROWS($A$2:A2))),"")

Cells with Data Validation
Cell	Allow	Criteria
B14	List	=$H$14:$H$15

I have put on drop box, BUT will only be on for a few days

Dropbox - File Deleted - Simplify your life

www.dropbox.com

 

[geno32080]

I was hoping for something a little less complicated.. I did the xl2bb maneuver, lets see how this works..

SOLO CLEANING.xlsm
	A	B	C	D	E
9	WEEKLY CLEAN
10		• SWEEP FLOOR
11		• CLEAN WINDOW
12		• CLEAN DINING AREA
DATA

Cells with Data Validation
Cell	Allow	Criteria
A9	List	=$B$10

 

[etaf]

I was hoping for something a little less complicated

I dont know how to bring back all the multiple different services without using a reference table, then any changes are easily modified or added/removed

 

[geno32080]

Okay now I see how the download works, here is a better look..

SOLO CLEANING.xlsm
	A	B	C	D	E	F	G	H
12
13
14		CLEANING PERFORMED		UNIT COST	QTY/HR RATE		AMOUNT
15		WEEKLY CLEAN		$30.00	1		$30.00
16			• SWEEP FLOOR				$0.00
17			• CLEAN WINDOW				$0.00
18			• CLEAN DINING AREA				$0.00
19							$0.00
20							$0.00
21							$0.00
22
23
24
25		INVOICE TOTAL			SUB TOTAL		$30.00
26		$31.95			TAX		$1.95
27					TOTAL		$31.95
28
WORK ORDER

Cell Formulas
Range	Formula
G15:G21	G15	=D15*E15
B26	B26	=G27
G25	G25	=SUM(G15:G23)
G26	G26	=(G25*0.065)
G27	G27	=SUM(G25:G26)

Cells with Data Validation
Cell	Allow	Criteria
D15:D17	List	=DATA!$C$2:$C$6
E15:E17	List	=DATA!$D$2:$D$5
B15	List	=DATA!$A$2:$A$12
B16	List	=DATA!$A$9
B17:B19	List	=DATA!$A$2:$A$8

 

[geno32080]

You get what I'm trying to accomplish? I was hoping to be able to use the drop down box in cell B15, select weekly cleaning, and cells C16 thru C18 would populate along with cell D15. Once I figure out how that would work, I could expand the drop down box to include other services. Weekly, Monthly, etc.
If I'm gong about the wrong way, i can adapt, I just need to keep it simple so as I'm not the only person that could complete the task.

 

[mumps]

If you could upload your file as I suggested in Post #2, it would make things easier.

 

[etaf]

Have you looked at the Sheet i linked to
it should have what you wanted, a drop down and then had the weekly and the quarterly items and the price change

 

[geno32080]

Let me figure out how to upload the file mumps. I agree it would be easier.