Extracting Data back and forth between Sheets

[Paul]

I have loaded a customer data base with name, number, and email addy in three
separate columns on one page. On another page, is my weekly planning sheet.
How can I type a name on my weekly planning sheet (also located on the
customer page) in column A and have Excel automatically bring forward the
corresponding phone number (column B) and the email (column C) from the other
sheet? Also, is it possible that when I type the result of my converstation
in Column D, that it can aoutomatically be transfered to another page, where
the data can be continuously added instead of being rewritten over the
specified cell. Thank you very much for the help. Paul

 

[Pete_UK]

You can use VLOOKUP for the first part of your question. Assume
customer database occupies A1 to C100 in a sheet called Customers.
Assume you enter the name in A1 of your other sheet - put this formula
in B1 to bring across the phone number:

=VLOOKUP(A1,Customers!$A$1:$C$100,2,0)

and this one in C1 to retrieve the email address:

=VLOOKUP(A1,Customers!$A$1:$C$100,3,0)

If you want to have several customers' names in column A, copy the
formulae down B and C for as many names as you have in A.

You can use column D to record the outcome of your conversation, but I
think you will have to copy and paste it to your third sheet if you
want to keep it and re-use D1. Alternatively, you could do this with a
macro, perhaps with a button to activate the transfer.

Hope this helps.

Pete

 

[Toppers]

To extract data:

with Customer name in A2:

in B2:

=VLOOKUP(A2,Customer!$A:$C,2,0)

in C2:

=VLOOKUP(A2,Customer!$A:$C,3,0)

"Customer" is your Customer DB w/sheet

RE update of "conversation":

You will need worksheet event (VBA) code to write the data; how will it be
organised on the w/sheet?

HTH

 

[Paul]

The data could be stored in one cell, but I thought it could be stored in a
column with each new notation going to a new cell. Thank you for the help