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Entering Data into joined tables...

  1. 08-01-2023, 08:11 AM #1
    andrewc5
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    Entering Data into joined tables...

    Hi!

    I have 2 tables. Invoice_Main and Invoice_Notes.

    Invoice_Main has columns like Invoice_Number, Invoice_Date, Invoice_Amount, Invoice_DueDate, etc.
    Invoice Notes has Invoice_Number and InvNotes fields.

    I can obviously do many kinds of filtering on the Invoice_Main table. I am trying to "attach" the Invoice_Notes table to the Invoice_Main table so that as we filter the main table, we can add notes, etc in those fields. I've tried vlookups, filters, pivot's, etc, but all those just report on the 2nd table, and I am trying to add/edit the data in the 2nd table.

    I think I am making this harder than it should be. Any suggestions?

    Thanks!!!!
    AC
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  2. 08-01-2023, 08:13 AM #2
    AliGW
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    Re: Entering Data into joined tables...

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook (yellow banner: HOW TO ATTACH YOUR SAMPLE WORKBOOK). Screenshots are of little practical use as we cannot manipulate them.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, worked examples where required, relevant cells highlighted and a few explanatory notes.
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  3. 08-01-2023, 08:16 AM #3
    andrewc5
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    Re: Entering Data into joined tables...

    Here is a sample of what I am trying to do...
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  4. 08-01-2023, 08:29 AM #4
    AliGW
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    Re: Entering Data into joined tables...

    Mmm. So is there a reason why the notes filed cannot be in the FIRST table and then have a read-only column in the SECOND table with a lookup? That would seem the obvious solution to me.
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  5. 08-01-2023, 08:50 AM #5
    andrewc5
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    Re: Entering Data into joined tables...

    I don't think so. I'll give that a try!
    Thank you!!
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  6. 08-01-2023, 08:55 AM #6
    AliGW
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    Re: Entering Data into joined tables...

    Let us know how you get on.

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

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