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  1. #1
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    Excel Template (5.0)

    I'd like to create a template/form in Excel that would read an Excel database. We have about 75 people who make quarterly contributions to a stock plan. I'd like the person's name and address to show up at the top of the form and also to have their information since they started participating in the plan show up on the form. I didn't want to have to create 75 different worksheets in one file and enter each individual's data each quarter, and copy and paste formula's etc. If I could just enter the data into a database in Excel and then the form would read the database it would make it much easier and faster to distribute the statements. Any examples to get me started would be greatly appreciated. I've attached an example of how I'd like the form to look, however I'm not sure how I need the actual database to be designed either. Help please!!!!!
    Thanks!!!
    LJM

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    Re: Excel Template (5.0)

    Where would this database be located?
    Jan Karel Pieterse
    Microsoft Excel MVP, WMVP
    www.jkp-ads.com
    Professional Office Developers Association

  3. #3
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    Re: Excel Template (5.0)

    The database would also be located in Excel.
    Thanks!
    LJM

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    Re: Excel Template (5.0)

    To make sure I understand.
    "Form wanted" sheet should extract info (pased on pulldown perhaps) from the "contrib" sheet. Info should also be extracted from the "date and value" sheet. Additional info whould be extracted from some type of "username" sheet, containing user names and addresses.

    What you speak of as a FORM is more for OUTPUT of the results (a report) not a FORM for data entry. The data entry would be in the other sheets in the other tables. The "database" you mention is the "contrib" sheet where you would keep user contributions.

    If this is correct, I am a little confused, since the I do not understand how to populate the "form wanted" sheet. It (currently) does not use info from the other tables.

    Am I missing something or is it just "example data" and not meant to be a consistent example.

    Steve

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