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Old 07-17-2014, 12:48 PM
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wchristner wchristner is offline Excel: Item and Price Mac OS X Excel: Item and Price Office for Mac 2011
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Excel: Item and Price
 
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Default Excel: Item and Price

I am trying to create a CRM for my business, using excel.


I have a drop down box with my services listed. I want to also have the corresponding price listed in the next column. I have read about VLookup but i am not to savvy with formulas. Can anybody give me a quick walkthrough?
I have uploaded a portion of my spread sheet.
Thanks
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File Type: xls Retro Data CRM.xls (47.5 KB, 11 views)
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Old 07-18-2014, 01:19 AM
officepowerups officepowerups is offline Excel: Item and Price Windows 8 Excel: Item and Price Office 2013
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Talking Added Data Validation, VLOOKUP, and IFERROR

I took a look at your file. I added Data Validation to give you the pick lists for your itemized costs column (on the Data tab).

I updated the Unit Price column to use a vlookup to get the corresponding price.

I added an IFERROR wrapper to the unit price and amount columns to get rid of those #value indicators.

The attached file is a working version.

Hope this helps you out.

Charlie
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File Type: xls Retro Data CRM - updated.xls (48.5 KB, 13 views)
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Old 07-21-2014, 06:23 AM
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wchristner wchristner is offline Excel: Item and Price Mac OS X Excel: Item and Price Office for Mac 2011
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Excel: Item and Price
 
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Default

Thanks, I appreicate you getting back to my question.
That is exactely what I was looking for. I will look at the way you setup the formula and try to understand it.

Thanks Again.
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