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A sheet to generate quotation from data from another sheet using dropdown list

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    A sheet to generate quotation from data from another sheet using dropdown list

    Hi,

    Am new to this forum and excuse me if I have posted in a wrong forum.

    I need help from you experts to make a quote sheet using data from master data (another sheet) as per attached sample file.

    Thanks
    Attached Files Attached Files

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    Administrator FDibbins's Avatar
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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    Hi, welcome to the forum

    It would help if you showed some expected outcomes?

    What will be entered manually (if any)
    Where would the DD's be located
    Are there any dependent DD's?
    Any formulas?
    Anything else?
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    Regards
    Ford

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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    Thanks for your quick response.

    What will be entered manually (if any) - Only quantity in the quotation sheet and rate in the "Quotation sheet" entered manually
    Where would the DD's be located - Description from "Master List" sheet to be shown as DD in "Quotation Sheet"
    Are there any dependent DD's? - depending on Description chosen from dropdown, "size/weight", "Unit" & "price" to be displayed (but editable)
    Any formulas? No
    Anything else? - No

    Thanks once again.

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    Administrator FDibbins's Avatar
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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    It would still have helped if you provided a WB showing what you want, but lets try this....
    Assuming SI on Master List will be unique
    - create a named range for all SI (A2:A32 in your example) I called mine SI
    - in A5...Data/Data Tools/Data Validation. Select List and in Source type in =SI
    - copy that down as needed

    B5=IF($A5="","",INDEX('Master List'!$B$2:$E$32,MATCH(Quotation!$A5,SI,0),MATCH(Quotation!B4,'Master List'!$B$1:$E$1,0)))
    copied down and across as needed.

    Suggest that you remove the TEXT from Price in Master...MTR, /Nos etc as that makes the entries text instead of values, and you cant (normally) run calcs on text. Besides, you already have that info in UNIT column

    Try that an see if that gets you headed in the right direction?

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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    Thank you once again...

    Sorry to say, that I could not get it right with the tips given...
    Could you please provide me a sample file with the above tips, so that I can build up on it.

    Regards,

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    Forum Expert avk's Avatar
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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    Firstly rename Master List to Master_List
    In Master_list add "F" column which you extract data to quotation sheet. [enter as Pick]
    In quotation sheet A2 "Pick"
    In "A5"
    Formula: copy to clipboard
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    Ensure by pressing simultaneously SHIFT+CTRL+ENTER after entering formula
    Copy paste across File attach.
    Attached Files Attached Files


    atul


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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    Thank you very much for helping and solving

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    Re: A sheet to generate quotation from data from another sheet using dropdown list

    If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.
    Ali


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