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How to organise multiple reference data in invoice template

  1. 02-03-2021, 09:46 PM #1
    awoolfe
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    How to organise multiple reference data in invoice template

    Hi,

    I am trying to simplify the organisation of my reference data which i use to create my invoice templates.

    Is it possible to have a index and match formula based on a category that will choose the correct table to gain the data from?

    Please see attached excel sheet as it will give an example of what I am currently doing and what I would like to do (or is there another solution that would work??)

    Thanks!
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  2. 02-04-2021, 02:39 AM #2
    AliGW
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    Re: How to organise multiple reference data in invoice template

    If you create named ranges for the various lookup tables and stack them one on top of the other, you could use the Area argument in INDEX MATCH as demonstrated in post #6 of this thread: https://www.excelforum.com/excel-gen...ml#post4503837
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  3. 02-04-2021, 08:47 AM #3
    awoolfe
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    Re: How to organise multiple reference data in invoice template

    Thanks @AliGW. Glad to know it's possible. Great suggestion with the named ranges. It will take me a while to change my layout to test it out so will mark it as solved as now I know where to go!!

    Thanks
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  4. 02-25-2021, 01:19 AM #4
    awoolfe
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    Re: How to organise multiple reference data in invoice template

    Hi,

    I have tried unsuccessfully to use the area argument, however I cannot get it to work for me. I have added a more accurate template. Any help is appreciated as I am stuck!
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  5. 02-25-2021, 02:20 AM #5
    AliGW
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    Re: How to organise multiple reference data in invoice template

    This seems to have changed and you are now asking about drop-down lists instead.
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  6. 02-25-2021, 09:50 AM #6
    awoolfe
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    Re: How to organise multiple reference data in invoice template

    Yes, I think that was my question. I have now arranged the data so that a dependant drop-down list works.

    My question now is how to I use index and match to automatically generate the correct item code based on the description (which is based on the correct funding body table).

    Thanks
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    Last edited by awoolfe; 02-26-2021 at 12:43 AM.
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