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Auto copy client details from different worksheet

  1. #1
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    Auto copy client details from different worksheet

    Hi All,

    I am lost in the world of excel once again and in need of a formula!

    I have a workbook with 2 sheets, one sheet is a list of clients as follows:

    Column A - Client Name
    Column B - Company Name
    Column C - Company Address
    Column D - Email Address
    Column E - Phone Number


    The second sheet is a quotation/job tracking sheet set-out as follows:

    Column A - Job Number
    Column B - Date
    Column C - Client Name
    Column D - Company Name
    Column E - Company Address
    Column F - Email Address
    Column G - Phone Number

    Plus a few other columns for job tracking

    Now here lies the issue! Within the Quotation/job tracking sheet, I have the client name (column C) set-up with a drop down and would like a formula to auto populate columns D, E, F & G from the list of clients in the other sheet whenever the clients name is selected.

    any ideas?

    Thanks in advance.

  2. #2
    Forum Contributor
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    Re: Auto copy client details from different worksheet

    Robbie,

    You could use a VLOOKUP for this.

    First create a named range for all the data in sheet1 (MyRange)

    Then in sheet2 in the cell for Company name enter =VLOOKUP(C2,MyRange,2,0) the C2 is the Client name on sheet2.
    Then add this to the other cells but increase the 2 each time. So for the Company Address it would be =VLOOKUP(C2,MyRange,3,0) and so on.

    Windy

  3. #3
    Forum Expert Fotis1991's Avatar
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    Re: Auto copy client details from different worksheet

    Take a look to INDEX &MATCH functions.
    Regards

    Fotis.

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  4. #4
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    Re: Auto copy client details from different worksheet

    Thanks guys, the VLOOKUP worked great.

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