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
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