karlo16
03-31-2008, 03:43 PM
Hi...
First of all, thanks so much in advance, for any help anyone can give me!
I'm using Excel 2003 on XP.
I'm slowly teaching myself Excel, but I can't seem to figure out how to do the following:
I use Excel to keep a very simple daily log of the ?reports? I receive from our agents from various states. In the spreadsheet, I keep track of: agent name, dates, dollar amounts, and various other info. (see example attachment) There are 2 things that I would like Excel to do automatically for me, as I enter the data into this spreadsheet every day?
First:
Often, I want to remember a bit of information about a specific agent. For example: the agent owes us money, or need special attention for some reason. Is there a way to have a reminder or alert message ?pop up?, each time I enter a specific agent?s name?
In other words, let?s say agent ?Joe Smith? is required to include an extra $200.00 check in his report, each month. Is there a way for Excel to remind me of this, every time I enter the name ?Joe Smith? into a cell? How do I go about making that happen?
Second:
When I enter the individual agent's name in the ?Agent? column (column A), I want the state that the agent is from, to automatically appear in the ?State? (column I) (see example attachment). So basically, agent ?Joe Smith? is from Indiana. Whenever I enter the name ?Joe Smith? into column ?A?, I want ?IN? (Indiana?s abbreviation) to automatically appear in column ?I? of that same row. If this is possible, how do I do it?
I would even be interested in purchasing any software ?add-on? programs that might be available for Excel -- if they will give me the ability to make the above scenarios happen?
Again, thank you in advance for your expertise on this issue!
I should also mention, that I?m still pretty much, a novice here, so as detailed, and ?step by step?, as you can be in your answers would be greatly appreciated!
Sincerely,
Karl
First of all, thanks so much in advance, for any help anyone can give me!
I'm using Excel 2003 on XP.
I'm slowly teaching myself Excel, but I can't seem to figure out how to do the following:
I use Excel to keep a very simple daily log of the ?reports? I receive from our agents from various states. In the spreadsheet, I keep track of: agent name, dates, dollar amounts, and various other info. (see example attachment) There are 2 things that I would like Excel to do automatically for me, as I enter the data into this spreadsheet every day?
First:
Often, I want to remember a bit of information about a specific agent. For example: the agent owes us money, or need special attention for some reason. Is there a way to have a reminder or alert message ?pop up?, each time I enter a specific agent?s name?
In other words, let?s say agent ?Joe Smith? is required to include an extra $200.00 check in his report, each month. Is there a way for Excel to remind me of this, every time I enter the name ?Joe Smith? into a cell? How do I go about making that happen?
Second:
When I enter the individual agent's name in the ?Agent? column (column A), I want the state that the agent is from, to automatically appear in the ?State? (column I) (see example attachment). So basically, agent ?Joe Smith? is from Indiana. Whenever I enter the name ?Joe Smith? into column ?A?, I want ?IN? (Indiana?s abbreviation) to automatically appear in column ?I? of that same row. If this is possible, how do I do it?
I would even be interested in purchasing any software ?add-on? programs that might be available for Excel -- if they will give me the ability to make the above scenarios happen?
Again, thank you in advance for your expertise on this issue!
I should also mention, that I?m still pretty much, a novice here, so as detailed, and ?step by step?, as you can be in your answers would be greatly appreciated!
Sincerely,
Karl