Excel Help needed... I can't do VBA, so hopefully this can be achieved otherwise.

[Juliewinters]

Hi, I have an excel sheet which people use to list the samples requested for each potential client on each day, so this sheet will have multiple entries under the main column headings, product code, description, quantity, client and date. A simple columnar format.


I want to link this main summary sheet to a single A4 form in sheet 2, called a sample form which will be printed out for each unique client request.


I know how to link sheets using the paste special, but I want to find a way of automatically, when you open the excel document and you're adding a new request that the other sheet with the sample form will only pick up the items listed on the sample form with a unique date (i.e the day it is added) and client and just select the list of items entered on the day into the sample form, which would can be printed out for each client and submitted as a request to the office. Thanks

 

[wigi]

Hello

You could use lookup functions to search for a date (perhaps the date of today) in a column in sheet1.
And retrieve the associated cell values in the other columns. Hence, sheet 1 must also contain a date.
Or: you could assume it's always the last row on sheet1 that is transferred to sheet2. In that case, other formulas could look up the last entry in each column.

 

[Juliewinters]

Hello

You could use lookup functions to search for a date (perhaps the date of today) in a column in sheet1.
And retrieve the associated cell values in the other columns. Hence, sheet 1 must also contain a date.
Or: you could assume it's always the last row on sheet1 that is transferred to sheet2. In that case, other formulas could look up the last entry in each column.

Thank you very much. I will try this out when I am back and will let you know how this works.