Can You Transfer Excel Data Cells To An Invoice Programs |
Can You Transfer Excel Data Cells To An Invoice Programs - Excel |
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I have a spread sheet set up in excel and would like to transfer certain data cells into a template set up in word(what I am wanting is to create an Invoice from the excel document into word where the layout is created and only puts in the invoice description, total, vat and date fields is this possible?
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Okay, so I tried (for hours) to find a solution to this and have finally gotten frustrated to the point where i think asking here will be my best bet.
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
Basically I want to export data from excel worksheets to various places on a word document I had. I have created a word template as well as bookmarks for that template, as that seems to be the recommendation for performing such a task with excel.
My problem is ... Now what?
I basically have 1 constant worksheet that contains all my affiliates info (Name, Address etc), which i'd like to use to populate some bookmarks in my word template, and then i have another worksheet for the previous month, indicating sales etc for that affiliate. I intend on adding a new worksheet every month that i would use to create new invoices.
Furthermore, i'd really like to be able to update a new file (or perhaps a new page on the same file) for each company with the use of a button, similar to the one's you'd see in an access form.
Can anyone help? Let me know if you need me to clarify.
Thanks!
Matt
Hi,
I have the following code to put data from a VBA userform into Excel
Dim Sh As Worksheet
Dim Rng As Range
Set Sh = ActiveSheet
Set Rng = Sh.Range("A65536").End(xlUp).Offset(1, 0)
With Rng
.Cells(1, 1) = Surname.Text
.Cells(1, 2) = forename.Text
.Cells(1, 3) = datein.Text
.Cells(1, 4) = origin.Text
.Cells(1, 5) = Addressee.Value
.Cells(1, 6) = usual.Value
.Cells(1, 7) = dateto.Text
.Cells(1, 8) = permission.Value
.Cells(1, 9) = dateseen.Text
.Cells(1, 10) = requestview.Value
.Cells(1, 11) = Invoice.Value
.Cells(1, 12) = notes.Text
.Cells(1, 13) = datecompleted.Text
.Cells(1, 14) = holdsend.Value
.Cells(1, 15) = fee.Text
.Cells(1, 16) = notes2.Text
.Cells(1, 17) = dateseen.Text
.Cells(1, 18) = invoicesent.Text
.Cells(1, 19) = Paid.Text
.Cells(1, 20) = Complete.Value
End With
What I want to do next is click on the surname on the speadsheet and call up the userform with the fields complete for that person. I would also like to be able to edit/update the form and update the information on the speadsheet accordingly.
Any help would be greatly appreciated!
Many thanks!
I have the following code to put data from a VBA userform into Excel
Dim Sh As Worksheet
Dim Rng As Range
Set Sh = ActiveSheet
Set Rng = Sh.Range("A65536").End(xlUp).Offset(1, 0)
With Rng
.Cells(1, 1) = Surname.Text
.Cells(1, 2) = forename.Text
.Cells(1, 3) = datein.Text
.Cells(1, 4) = origin.Text
.Cells(1, 5) = Addressee.Value
.Cells(1, 6) = usual.Value
.Cells(1, 7) = dateto.Text
.Cells(1, 8) = permission.Value
.Cells(1, 9) = dateseen.Text
.Cells(1, 10) = requestview.Value
.Cells(1, 11) = Invoice.Value
.Cells(1, 12) = notes.Text
.Cells(1, 13) = datecompleted.Text
.Cells(1, 14) = holdsend.Value
.Cells(1, 15) = fee.Text
.Cells(1, 16) = notes2.Text
.Cells(1, 17) = dateseen.Text
.Cells(1, 18) = invoicesent.Text
.Cells(1, 19) = Paid.Text
.Cells(1, 20) = Complete.Value
End With
What I want to do next is click on the surname on the speadsheet and call up the userform with the fields complete for that person. I would also like to be able to edit/update the form and update the information on the speadsheet accordingly.
Any help would be greatly appreciated!
Many thanks!
I have a template that automatically populates the date field with the
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
current date when opened, using today(). Users then Save As to have an
archive copy of their spreadsheet. However, when they go back to access
their saved sheet, the date changes from the created date to the current
date. How do I stop this in Excel?
I know that Word lets you do this by changing the code from {DATE} to
{CREATEDATE}, but I can't find a similar setting in Excel.
Please help and thank you!
Ok, guys, new to this forum and I need some help with a business invoice. I know how to create a drop down list. But what I want to do is create a Drop-Down list with customers names, say cell A11. After selecting a customer name from the list, It would be able to populate the address in cells A12 and A13. Is this possible?
How do I get the colors to change automatically when I use a drop down list.
Per say here is what I am trying to do
If a certain "word" is used from the drop down list I want the background of
that cell to change its color to "green." And if later I change the "word" to
another from the drop down list, it will change it's color to a specified
color.
The drop down list that I use was created from cells that have the colors
already in the "word", but I do not know how to make the list show the colors
so it puts the word & color automatically in the drop down list to the cell
with the drop down (if that makes any sense).
If there is a way, please spell it out simple enough for me to understand,
as I don't know fully the capabilities of formulas or vba.
Per say here is what I am trying to do
If a certain "word" is used from the drop down list I want the background of
that cell to change its color to "green." And if later I change the "word" to
another from the drop down list, it will change it's color to a specified
color.
The drop down list that I use was created from cells that have the colors
already in the "word", but I do not know how to make the list show the colors
so it puts the word & color automatically in the drop down list to the cell
with the drop down (if that makes any sense).
If there is a way, please spell it out simple enough for me to understand,
as I don't know fully the capabilities of formulas or vba.
HI...can anyone help me with a formula for aging data in days (to be aged based on current date vs. for eg., Invoice date)
I would like to copy a small table from Word into one cell in an Excel
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.
Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.
What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.
The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.
Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?
Many thanks.
worksheet. The first column of the table is a list of numbers. I tried
converting the table into text with manual line breaks and tab stops to
divide columns and rows, but that didn't solve my problem.
Excel pastes the data into several rows. When I try to merge them, I
get a warning that the selection contains multiple data values, and
merging into one cell keeps the upper-left most data only.
What I tried that didn't work:
* Formatting the Excel cells as text before pasting the data.
* The various options for "Paste Special." The closest I got was
inserting the table as a Document Object, which could be a workaround,
I guess.
What I am saving for when all else fails:
* The obvious solution of copying row by row into one Excel cell.
The data in the table is information about my dad's medications. I
would like to have reference charts of how to identify the strength of
each tablet by its color and markings. I got the info from the
manufacturers' websites and entered it into tables in Word, which I
would like to copy into a more comprehensive file I am creating in
Excel. The first column of each table is the strength of the tablet,
entered as 1 mg., 2 mg., etc. The subsequent columns describe the
shape, color, and markings. There are 3 tables, each with about 4-5
rows.
Is there a way to copy each one - whether as a table or as text - into
a single Excel cell without losing data?
Many thanks.
Hi all,
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
I hope you can help me with what I would like to do. I've searched and searched and not come up with anything yet!!
I have one sheet which is my 'data' sheet with a number of columns, one of which is a date which may be repeated.
I then want to use another sheet with two cells where two dates can be entered and a button which allows you to copy the rows of data from the data sheet which have dates between the two specified originally. The list in the data sheet may not be in date order although I could update a macro to do this for me if needed. I would also like to do it so that if "ALL" is typed in the date fields, it pulls over ALL the data. (Or something similar)
Any help you can give would be much appreciated.
Cheers,
Kevin
Is there an Excel guru that can help with this - its related to "drop down menus"
I have 2 colombs of data.
AT the bottom of the first, I have created a drop down menu using the "data validation" feature in excel.
At the bottom of the second colomb, I have used an "IF" function that returns a result, which depends on what value is chosen from the drop down menu in colomb 1
The problem I have is that I want the TRUE result from the IF function to be another drop down menu, being the data in colomb 2.
How do you write an IF function where the TRUE result is a drop down menu??
I tried to create a drop down menu of colomb2 elsewhere in the spread sheet, and used that cells location as the TRUE value, but this didn't work either...
ANy suggestions??
I have 2 colombs of data.
AT the bottom of the first, I have created a drop down menu using the "data validation" feature in excel.
At the bottom of the second colomb, I have used an "IF" function that returns a result, which depends on what value is chosen from the drop down menu in colomb 1
The problem I have is that I want the TRUE result from the IF function to be another drop down menu, being the data in colomb 2.
How do you write an IF function where the TRUE result is a drop down menu??
I tried to create a drop down menu of colomb2 elsewhere in the spread sheet, and used that cells location as the TRUE value, but this didn't work either...
ANy suggestions??
Hello
I'm quite experienced Excel user. I've never come across this problem but tinkering in every conceivable way within Excel settings and the solution has eluded me.
I have added a worksheet created elsewhere (it is a form I need printing, with the data coming from 2 sheets I have created from scratch) which has pre formatted cells for Date and Client Name etc.
When I try to reference the cell in this added sheet from my 2 sheets, instead of the result, it always displays the formula, not the result.
I have tried doing it from one of my sheets to reference to this new, and that displays the result and not formula. I can't imagine why it's doing this and I've never seen it happen before.
Formatting cells, giving cells names rather than the usually adequate of reference to the Cell Number doesn't change things. I wonder if I've picked up some legacy protection from the original form but can't see anywhere in the tools etc that's obvious.
There's about 50+ cells that need referencing and I got to get this done for work.
Please help me. This is my first need to post on a Excel Forum as I've always found help or answers from other peeps or internet but this one is making me scratch my head big time.
I'm quite experienced Excel user. I've never come across this problem but tinkering in every conceivable way within Excel settings and the solution has eluded me.
I have added a worksheet created elsewhere (it is a form I need printing, with the data coming from 2 sheets I have created from scratch) which has pre formatted cells for Date and Client Name etc.
When I try to reference the cell in this added sheet from my 2 sheets, instead of the result, it always displays the formula, not the result.
I have tried doing it from one of my sheets to reference to this new, and that displays the result and not formula. I can't imagine why it's doing this and I've never seen it happen before.
Formatting cells, giving cells names rather than the usually adequate of reference to the Cell Number doesn't change things. I wonder if I've picked up some legacy protection from the original form but can't see anywhere in the tools etc that's obvious.
There's about 50+ cells that need referencing and I got to get this done for work.
Please help me. This is my first need to post on a Excel Forum as I've always found help or answers from other peeps or internet but this one is making me scratch my head big time.
A previous poster explained what I also need; there were no responses,
so I thought I would try again.
Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.
Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."
Thanks very much.
so I thought I would try again.
Does anyone know of an Excel template--or a small stand-alone
program--that will calculate the interest/principal breakdown when
payments are varied in amount and frequency? Free or low-cost, please.
I need one that will work on my Mac/Office 2004. I will need to print
out periodic reports.
Here is the way the previous poster described it:
"Excel template: Loan Amortization for random/irregular payments,
figures days
between payment dates.
I have a loan with a variable beginning balance and irregular payments
with
annual large payment. (based on collections)
Would like to enter payment and date.
then Excel would figure days since last payment, interest amount,
principal
amount, Ending Principal balance.
And total interest paid, total pricipal paid
If I change the starting principal, excel would recalculate all
entries."
Thanks very much.
Hello ,
Here is my issue:
I have a list of SKUs in Excel and I need to add one same word to 500 cells that have pre-existing text in the cells. See example below:
1) List of SKU's in cells:
34
35
39
55
2) text that needs to be added IN FRONT of every number:
DF
So the result would be:
DF34
DF35
DF39
etc.
How do I do that in a formula and not manually? I found another similar thread and I understand how to do it from the instructions there but the same text goes on the back and the result is: 34DF but I need it to be like: DF34.
I am using Office 2007 for mac.
Thank you for the help,
Chris
Here is my issue:
I have a list of SKUs in Excel and I need to add one same word to 500 cells that have pre-existing text in the cells. See example below:
1) List of SKU's in cells:
34
35
39
55
2) text that needs to be added IN FRONT of every number:
DF
So the result would be:
DF34
DF35
DF39
etc.
How do I do that in a formula and not manually? I found another similar thread and I understand how to do it from the instructions there but the same text goes on the back and the result is: 34DF but I need it to be like: DF34.
I am using Office 2007 for mac.
Thank you for the help,
Chris
I need to find data in two different formats within a column
Examples
Webb Christopher
Greer Nancy
I need to find cells with text that have more than one space between the first and last names; and cells with text that have only one space between the first and last names.
I am fairly new to excel. I can find the space after the first word but cannot tell it to find ones that say have a space then another string of text.
Thank you for your help!
Examples
Webb Christopher
Greer Nancy
I need to find cells with text that have more than one space between the first and last names; and cells with text that have only one space between the first and last names.
I am fairly new to excel. I can find the space after the first word but cannot tell it to find ones that say have a space then another string of text.
Thank you for your help!
Is there a trick to copy-paste a group of cells into Outlook? I don't want to paste as a picture (shows up as an attachment and is lost when someone else Replies), but formatting is skewed when pasted as an Excel object. Right now I'm recreating the table in Word, then pasting, which doesn't loose formatting.
A specific problem is cells which don't have borders show up with very light grey borders in Outlook. This, I do not want.
TiA
A specific problem is cells which don't have borders show up with very light grey borders in Outlook. This, I do not want.
TiA
Hi There
Im trying to Sum the total of a number of cells using the following formula:
=SUM(F57,H57,J57,L57,P57,N57,D57,,R57,V57,T57,X57)
however some of those cells might be blanks as they are dependant on other data. The probelm im having is that when they are blank i am getting the the sum as 0. i know this isnt the case but dont know how to rectify my code.
Im trying to Sum the total of a number of cells using the following formula:
=SUM(F57,H57,J57,L57,P57,N57,D57,,R57,V57,T57,X57)
however some of those cells might be blanks as they are dependant on other data. The probelm im having is that when they are blank i am getting the the sum as 0. i know this isnt the case but dont know how to rectify my code.
I just worked with a data set where I needed to create a unique key based on existing information where no unique key was set up as a field. I accomplished it by concatenating (using the & [concatenation] operator) several fields based on what I hypothesized and observed about their content.
I'm thinking there has to be a more automated way to discover the best unique key of existing fields and their data. I thought I'd post this as a challenge because I don't know the "right" (or better) answer.
Anyone have any ideas?
I'm thinking there has to be a more automated way to discover the best unique key of existing fields and their data. I thought I'd post this as a challenge because I don't know the "right" (or better) answer.
Anyone have any ideas?
I saw two threads in this forum that asked this question, with no good answer. I am posting this solution for anybody still struggling with this.
The question:
How can you prevent a cell's contents from overflowing into the next cell?
Of course, you can make the column wider or turn on text wrapping, but you might not want to. Each of those solutions can mess up the layout of your sheet. You may just want to truncate the value.
Some people have suggested putting a space in the next cell. This is unnecessary, a pain in the but, and will mess up any ISBLANK type formulas, among other things.
The solution:
Select the cells in question and turn on text wrapping (Format>Cells>Alignment>Wrap Text).
Now select the row(s) in question and manually set the row height, by right clicking the row number and selecting "Row Height". Check the height of an adjacent row for a good value.
Your cells will now not spill over either horizontally or vertically. They will simply truncate anything that doesn't fit.
Be careful now, because parts of your data may be hidden. This can cause its own set of problems if one or two digits are neatly hidden away. Think ahead if other people might be using this sheet, and not be expecting to have some data hidden.
Tested in Excel 2002
The question:
How can you prevent a cell's contents from overflowing into the next cell?
Of course, you can make the column wider or turn on text wrapping, but you might not want to. Each of those solutions can mess up the layout of your sheet. You may just want to truncate the value.
Some people have suggested putting a space in the next cell. This is unnecessary, a pain in the but, and will mess up any ISBLANK type formulas, among other things.
The solution:
Select the cells in question and turn on text wrapping (Format>Cells>Alignment>Wrap Text).
Now select the row(s) in question and manually set the row height, by right clicking the row number and selecting "Row Height". Check the height of an adjacent row for a good value.
Your cells will now not spill over either horizontally or vertically. They will simply truncate anything that doesn't fit.
Be careful now, because parts of your data may be hidden. This can cause its own set of problems if one or two digits are neatly hidden away. Think ahead if other people might be using this sheet, and not be expecting to have some data hidden.
Tested in Excel 2002
I have set up an excel file that helps put together different text components using the vlookup and concatenate formulas for use in one plain text document .
When I try to paste the finished result into notepad/textpad/word it adds extra double quote marks throughout the text. Does anyone know how to paste it without these marks?
Thanks!
When I try to paste the finished result into notepad/textpad/word it adds extra double quote marks throughout the text. Does anyone know how to paste it without these marks?
Thanks!
For some reason - I can not type the same word and have it automatically come
up the next time when I enter it will not automatically come up. I must of
lost that option some how. Please help
up the next time when I enter it will not automatically come up. I must of
lost that option some how. Please help
I have a excel spreedsheet that contain external data. I would like to put a
button in the excel sheet to update the sheet without doing right click and
refresh.
My user here are very dummies.
button in the excel sheet to update the sheet without doing right click and
refresh.
My user here are very dummies.