Workbook Goal:
To create a document that will populate a construction quote for renovations depending on items selected.
The workbook is getting closer to operating correctly, I am having some trouble created some of the code to complete certain actions. Please open the work book which can be got from this link:
https://dl.dropboxusercontent.com/u/32955816/Quote 15:NOV:13.xlsm
My explanations are below with what is ultimately wanted achieved.
The following are the worksheets, there end goal and current issues:
Worksheet 1 = 'checklist'
This is a master list of all the items that may selected for a particular project.
This sheet will be filtered and sorted depending on the type of project, it has check boxes along the left for items that appertain to the project.
Current Issues
Worksheet 2 = 'Quote'
This is a worksheet where the action takes place.
There will be several buttons that performs functions on the sheet.
Current Issues
Worksheet 3 = 'Master'
This worksheet contain information for the checklist sheet in the form of pull down menus.
Current Issues
Thank-you for any help, once the workbook is completed, I will post it for others to use or modify.
John M
jtmeunier@me.com
OSX 10.9 Excel for Mac 2011 V14.1.0
To create a document that will populate a construction quote for renovations depending on items selected.
The workbook is getting closer to operating correctly, I am having some trouble created some of the code to complete certain actions. Please open the work book which can be got from this link:
https://dl.dropboxusercontent.com/u/32955816/Quote 15:NOV:13.xlsm
My explanations are below with what is ultimately wanted achieved.
The following are the worksheets, there end goal and current issues:
Worksheet 1 = 'checklist'
This is a master list of all the items that may selected for a particular project.
This sheet will be filtered and sorted depending on the type of project, it has check boxes along the left for items that appertain to the project.
Current Issues
- When the columns are sorted the checkboxes don't move with the rows, hence if you select one the reference row is not directly beside.
- (Not a huge deal) have to manually added check box every time a new row is created.
Worksheet 2 = 'Quote'
This is a worksheet where the action takes place.
There will be several buttons that performs functions on the sheet.
- A) 'Get Data' button will search the checklist sheet for all values that are True, and populate the rows into the quote sheet.
- B) 'Hide / Unhide Columns' will hide the values that the client does not need to see before the sheet is printed.
Current Issues
- 'get data' When button is pressed it copies in the checkboxes, they do not need to appear on the sheet.
- 'get data' When pressed, the function should count how many values of Trues exist on the checklist sheet, then insert that many number of rows in a certain location on the Quote sheet. (This is so any information below the data that will be placed is not deleted, IE the subtotal, GST, etc.)
- 'Get data' needs to be able to refresh, IE if I forget to click on a item in the checklist, or it changes because of the scope of work on future dates changes, the 'get data' needs to delete, or clear information on quote sheet, then repopulate with data.
- Need the Headers to be formatted a certain way, better yet, to have the headers always be on the quote sheet.
- 'Hide / Unhide Columns' seems to work at the moment.
Worksheet 3 = 'Master'
This worksheet contain information for the checklist sheet in the form of pull down menus.
Current Issues
- When a value is changed, the checklist sheet does not update. All values need to be reselected again. Can this be corrected, so the values update on the checklist sheet?
Thank-you for any help, once the workbook is completed, I will post it for others to use or modify.
John M
jtmeunier@me.com
OSX 10.9 Excel for Mac 2011 V14.1.0
