Formula To Help Match Data From Two Worksheets

I have quote package for my estimators to use where they select the customer from a drop-down list and the other customer fields are automatically filled in. The problem is when its a new customer not on the list. In the current approach, the user gets an error message "the value you entered is not valid."

I would like them to continue on and enter the customer information manually. Later, I can update the customer list & information.

Customer information is currently on a sheet called Clists. Each row contains a customer's information: name, contact, address, city, st, zip, phone, etc. The sheet has a header row.

On the Estimate page where the user would normally type the customer's name, they now select the customer from a drop-down list generated by a Name defined by OFFSET(Clists!A2,0,0,COUNTA(Clists!$A:$A)-1,1).

The other customer fields are filled by doing an index match to the customer name using INDEX(Clists!C2:C1000,MATCH($B$1,Clists!$A$2:$A$1000)). Each field has a similar INDEX formula.

Any ideas or suggestions would be welcome.

Hello everybody. I need your help yet again. I have a sheet (copied below for viewing) where cells from another sheet are copied into columns S-W. A formula in columns B-G then sorts the information into the appropriate columns, i.e. puts the customer information under the correct sales person. What I need to do is for sales that have been carried over (marked "c/o" in column S) to be highlighted in the correct column for that customer and sales person.

For example.... Sales person Rob (RM) sold and item to customer 1 last month. Customer 1 is displayed in cell B3 and the gross for that customer is in cell C3. I want that line to be highlighted using conditional formatting so that I can see that customer was carried over. from the previous month. I thought I had figured it out, but it would highlight whatever row the information was on in columns S-W. The conditional formatting needs to change depending on if column S has "C/O" in it or not, because I am going to use a similar formatting to mark customers that WILL be carried to the following month.

Here is the sheet. Tahnk you in advance for all of your suggestions.

******** ******************** ************************************************************************> Microsoft Excel - green book.xlsm ___Running: 12.0 : OS = Windows XP File Edit View Insert Options Tools Data Window Help About S2 T2 U2 V2 W2 B3 C3 D3 E3 F3 G3 H3 S3 T3 U3 V3 W3 B4 C4 D4 E4 F4 G4 S4 T4 U4 V4 W4 B5 C5 D5 E5 F5 G5 S5 T5 U5 V5 W5 B6 C6 D6 E6 F6 G6 S6 T6 U6 V6 W6 B7 C7 D7 E7 F7 G7 S7 T7 U7 V7 W7 B8 C8 D8 E8 F8 G8 S8 T8 U8 V8 W8 B9 C9 D9 E9 F9 G9 S9 T9 U9 V9 W9 B10 C10 D10 E10 F10 G10 S10 T10 U10 V10 W10 =
A B C D E F G H I J K L M N O P Q R S T U V W X 1 * Rob Pete Tony House * * * * * * * * * Carried*In Carry*Over Sales*Person Cust.*Name Gross SP*List 2 * Cust.*Name Gross Cust.*Name Gross Cust.*Name Gross Cust.*Name Gross Sales*Person * * * * * * * * c/o *
RM Customer*1 1234 RM 3 1 Customer*1 1234 Customer*4 4378 Customer*2 342 *
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TB Customer*2 342 PG 4 2 Customer*3 5674 Customer*6 9999 Customer*5 2323 * * * * * * * * * * * *
a RM Customer*3 5674 TB 5 3 *
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PG Customer*4 4378 TC 6 4 *
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a TB Customer*5 2323 MB 7 5 *
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PG Customer*6 9999 CL 8 6 *
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hi, i use excel in my dispatch office. i am working on a new workbook and could use some help. In one sheet of the workbook we enter in customer calls. i would like to keep customer records in another sheet, which would include their address, phone numbers, and past invoice numbers all on the same row of the customer database sheet. At the top of the sheet that we enter caller information i would have a table set up to automatically fill in the customer info based on the name typed in, if the customer exists in the customer database sheet of the same workbook the table will automatically fill in their address, phone number and past invoice numbers. i was thinking something like this =IF(COUNTIF('Customer Database'!A:A,Blanks!D6)>0,'Customer Database'!A2,"Not Found") ....the problem is that no matter who's name i enter, it will always add the information from row 2 of the customer database sheet. i need it to take information from the corresponding row(if customer name is found on row 45 then my formula needs to enter the info from row 45, not row 2. not sure how to do this, if anyone knows what i am talking about and can help me solve this issue i would be forever in your debt. thanks in advance...shannon

Hi all, I own a pool service company and im trying to streamline the process of setting routes for my employees to follow.

Heres what my spreadsheet looks like so far:

Customer Phone Numbers Shipping Address 1 Customer 1 2 Customer 2 3 Customer 3 4 Customer 4 5 Customer 5 6 Customer 6 7 Customer 7 8 Customer 8 9 Customer 9 10 Customer 10 11 Customer 11 12 Customer 12 13 Customer 13
What im trying to accommplish is to select the customers via a drop down box or something and have the phone number and shipping address populate automatically

Probably a simple procedure but one I have been unable to search for on google.

Thanks in advance for your help!

Hi All,


Basically I have a set of Customer Numbers, and each month I get a report with customer numbers and the data next to that for the month. The problem is the customer number come in mixed up and sometimes not at all. I could filter then numbers but there are random skipped customer numbers. (~850 customers)

I need a way to match the customer numbers and then input the data for the month in the correct column. I will attach the sample worksheet with what I am trying to explain! Thanks!
Sandy

p.s. In the first sheet is the customer numbers and data for the month of june. In the second sheet is the complete list of customer numbers and a column for the june data should it match....