Master price database to be used with separate pricing workbook

foleycormac

New Member
Joined
Apr 9, 2015
Messages
15
Office Version
  1. 2019
Hi All,

I got great help on another topic from Joe, so I'm back again looking for some more guidance!

What I'm looking to do is have a master price list where I can update materials and their unit rate.
I watched a video on transforming a complex pricing list into a quoting tool.
I downloaded the associated workbook but I'm not sure if it's the right thing for my requirements.

I have about 15 different elements that I might need to price.
In each of these 15 elements, there could be between 5 and 30 items that would need a price.

I already have a workbook set up that can now hide the elements that are not required for a particular project.
I have set a certain number of rows associated to each element.
In each of these rows, I would like to have a drop down list to select the items required.
The selected item would then populate a cell with the correct price/rate.

What is the best way to go about this, Excel or Access (I have good excel knowledge but not with VBA). I have no Access experience.
Have a Workbook for my pricing database, then have the pricing template workbook link to the database?
How do I build both the database and the pricing section on the pricing template?
 

Excel Facts

How to create a cell-sized chart?
Tiny charts, called Sparklines, were added to Excel 2010. Look for Sparklines on the Insert tab.

kweaver

Well-known Member
Joined
May 8, 2018
Messages
2,105
Office Version
  1. 365
  2. 2010
If you have no Access experience, I would see if Excel can handle your requirement(s) first.
It would also help if you changed your profile and indicated which version of Excel you run.
Then, when you pose a problem looking for a solution, use XL2BB to provide sample information and proposed solutions.

Thanks.
 

foleycormac

New Member
Joined
Apr 9, 2015
Messages
15
Office Version
  1. 2019
If you have no Access experience, I would see if Excel can handle your requirement(s) first.
It would also help if you changed your profile and indicated which version of Excel you run.
Then, when you pose a problem looking for a solution, use XL2BB to provide sample information and proposed solutions.

Thanks.
thanks for the advice, I'll get on that now. Where exactly should I indicate which version of Excel I run?
 

kweaver

Well-known Member
Joined
May 8, 2018
Messages
2,105
Office Version
  1. 365
  2. 2010
If you click on your name, then select Account Details, scroll down and check the appropriate box(es). Don't forget to scroll down and SAVE.
 

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