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Help in Excel with Lists

post #1 of 4
Thread Starter 
Hi. I work for a small shop that uses excel to invoice customers and has multiple items in inventory. But they enter each field individually in the excel form. I want to use formula’s to automate the process whereby, for now, I have created a table wherein they fill out all the details and the actual excel invoice form picks the values with V-lookup. But for the purpose of products being listed in the columns with quantity and price/unit is difficult. I know that I can put all the products in the product list column within the excel invoice form and use SUMIF to get the totals, but there are literally hundreds of items that are there and new keep on coming quite often, and that will prove difficult to paste that item within the list and then filter out the one’s with 0 quantity.

Any idea how I can do this within the form that would dynamically put the list on the form based on any criteria that I want.
Thanks in advance.
post #2 of 4
You might consider using Access instead of Excel for this. Databases are better designed for holding product information like that.
Edited by Jeff78 - 9/10/13 at 9:29am
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post #3 of 4
Thread Starter 
But do i create the same form within access as i am not that well versed with access than i am with excel.
post #4 of 4
Well, if you are unfamiliar with Access, you might consider reading some introductions to it. I'm not sure what version you are using so I can't really give you specific links. For holding and storing information, a database is a lot more intuitive and effective than Excel spreadsheets.

Here are some references to what you will be doing (grabbing information from a database from inside Excel); They are for varying versions of Access:
https://office.microsoft.com/en-us/access-help/import-export-and-link-data-between-access-and-excel-HP001095095.aspx
http://www.howtogeek.com/80118/import-microsoft-access-data-into-excel-2/
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