VLOOKUP & pulling info from tables into Excel quote template

[Marvelous]

I am new to drop down lists and advanced functions and am trying to put together an Excel quote template that will pull information from a couple of worksheet tables into one spreadsheet. I have been pulling my hair out trying to figure out how to use named ranges or VLOOKUP to fill this form in based on the following:

[/U]I would like the following action and results:

*First Step: User selects "Territory" (cell E1, Calculation sheet) from Drop Down list and then cell C1 is populated with a drop down list that only contains the customers in the specified territory in E1.
*Second Step: User selects the customer from Drop Down list in C1 and then cell C2 shows only the locations available for the specified customer in C1. Also, cells C20 & C21 are automatically filled in (VLOOKUP?) by finding the appropriate "price level" for the specified customer/location on the Contact worksheet then finding the appropriate "Customer Discount" and "Profit" for that price level in the Price Level table on the Calculation sheet. (whew!)
*Third Step: We are currently typing a quote number in cell C4 based on the current day with our initials at the end. So for instance today is 5/30/13 and the first quote number would be 053013-01MS. The second quote that I did on that day would be 053013-02MS and so on. Is there a way to automatically do this?

[U]I have attached the quote template that I am trying to put together.


Thanks so much for your help on this!

[FDibbins]

Hi and welcome to the forum

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[Marvelous]

Bump No Response

Thanks.

[FDibbins]

I have looked at your file. To achieve what you want, you need to have a set of tables that each contain data/names specific to each territory. So for instance, you need a range for Bill Rogers, with all the customers he has, then another range for Bob Smith and all the customers he has etc.

Give each range a name based on the Territory (eg Bill_Rogers or Bob_Smith...the _ is because named ranges cant have spaces)

Then take a look at the attached and see if you can adapt it to your needs?

[Marvelous]

Thank you so much for your response. I have briefly looked at the attached and it looks like this may work. I will give this a try and report back.

Thanks again!

[FDibbins]

Happy to help and thanks for the feedback