So basically in Excel, i have rows and rows of data. I have created this search facility which allows users to search for a product code. I am now trying to have a button in the column which then transfers this over to a word document.
So the word document will be a product specification - and will have this information from the row inserted in different locations. And will need to be updated each time a user searches a different product code.
Any help please
Shane
Related
Overview:
We’re in the process of switching to a new CRM. Importing Contacts and Companies - Easy. Importing the notes associated with those Contacts - Not so easy. For reference, there’s over 100,000 Contacts.
The Problem:
When I export Contacts from our old CRM, I get a .csv file that includes all Contact info and Note info for that Contact. Every Note that was created for a Contact is logged on a new row that includes: Contact First Name / Contact Last Name / Note Author / Note Create Date / Note. This is what a current export would look like:
Current .csv Export Example
This means that if a Contact had 8 Notes in the CRM, this Contact is duplicated for every Note.
If I upload this file to the new CRM, this contact is created 8x in the new CRM. Meaning I would have to merge this Contact 8x to merge all notes into one instance. This is clearly isn’t a sufficient solution.
What I’ve Tried:
I figured out how to combine comments from multiple rows into one cell on multiple lines using a =TRUEJOIN formula.
Ex: =TEXTJOIN(CHAR(10), TRUE, U12:U18)
I also figured out how to merge and combine data from 2 cells using a =CONCAT formula.
Ex: =CONCAT(TEXT(R4, "mm-dd-yyyy h:mm AM/PM")," - ",S4,": ",U4)
Goal:
What I’d like to do is identify the duplicate names, merge the Notes for that Contact into 1 Cell on multiple lines, while maintaining Note Creator and Create Date per comment. So I would have 1 Contact with all associated comments loaded to the new CRM. I would like to achieve something that would look like this:
.csv Example of What I Think it Should Look Like
I need help with a formula that would:
Identify duplicate names and remove all of the duplicate data from comment rows while maintaining the separate Note Creator, Note Create Date, and Note associated with that Note Creator.
There’s over 100K Contacts so conditional formula seems like the only way to achieve this.
So let's say I have 100 employees and I have a word document with a message on it pertaining some new business changes. Is there a way for Microsoft word to autofill the name field of that document to where a 100 of that same document each has a different name of an employee?
I think you can probably use the mail merge option for your problem. I think it will definitely work for you. For more information, you can see how to use mail merge on google. Its especially used for labels, emails, and letters which are in bulk.
I have information entered into a spreadsheet using a user form, each row has a unique user id and a bunch of data and pre-labeled empty columns for future updated information.
I have created another user form that I want to use to update empty columns in the rows as required. I want to be able to enter the unique id into a text box and updated information to populate blank columns into other relevant text boxes and when I hit edit it searches for the relevant unique id and puts the information into the relevant columns of that row.
I do have the clear and close buttons working.
update form.
This is my sample spreadsheet, with empty columns to be populated when updating
sample spreadsheet
And the information currently entered into the spreadsheet is entered by this user form.
enter information
I had previously found something like this on this site, but now cannot find it.
I am super new to this and would not know where to start to create my own cod
Add here the excel sheet sample to see the table structure. The userform for updating records is in the same sheet as the data?
Sorry! I am new here, and this is my first time ever posting. I think it is amazing how helpful these communities are. Okay, I have 2 questions ( I know, I'm double dipping, I am trying to complete my project before I leave for my new job)
List item
I have a list of 1500 items for each of our 536 vendors, our original
vendor item list from last year, had only 1046 items, how can I
quickly add the extra 400+ items to each vendor list? In Excel
I am then inputting all of this into Access to keep a database of our
vendors and their product pricing, I would like to create a form that
will allow me to filter by such fields as vendor name, rate year, and
vendor number.
When selected from a drop down or combo box, it would display all
1500 items from that vendor. From here I would like to export
these filtered result to excel to send to our vendor to ask for
updated prices. I have been wracking my brain as for the best
method to do this. Please assist.
There are many ways to do this, but here's the one I thought of.
Create a table with the 150 items for each vendor. Create a blank field in the table for vendor name.
Create another table with the vendor name.
Grab the vendor name from the second table and plug it in with a variable into the dataset you grab from the first table. Use that to write a create table query.
Use table 3 to build your form on.
In my Infopath form I use a repeating table. On opening this form on sharepoint I would like to have some rows of the repeating table filled out using information from an other list. I use content types.
What i am working on is a Timesheet system where the user can register how many hours a week he worked on different projects.
I would like that by creation of a timesheet some predefined projects will be already inserted, meaning that the repeating table will have for example 5 rows already with 5 favourite or most used projects selected based on a separate PetProject list.
When I looked at the workflow in the list where the timesheet is being created I couldn’t find the column projectname in the dropdown so I cant give it a value. When I went to look in the Form settings of TimeSheets I saw that projectname cant be selected/edited, its in plain black whereas the other columns are blue and clickable. I thought its probably because the value of projectname is merged from the different rows in the repeating table.
Is there any way I can work around this problem and assign a value to projectname by creation of the timesheet?
Thank you so much!
I think that you will need to write some code to query the data that you are after and add the data to new rows in the repeating table.
There is a loading event that you can hook into to then query a secondary data source and then
add the row to the repeating table.
Will this run with in infopath as a thick client or will it run as a browser based form using infopath form service?