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Excel data form with auto complete and auto fill

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3 replies

by colin125

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I'm trying to create an Excel data form to track expenditures by college students in over 100 campus organizations. The form would have a sequential transaction number, date, organization name, account number, fund code, cost, and item purchased. I want the data form to automatically complete the organization name after entering the first two or three characters of the name (names are unique enough to allow this) and also enter the account number associated with that name. I would also like the date to default to the current date. I would have to manually enter the transaction number, fund code, cost, and item purchased.

3 replies

by cg it

there's many many tutorials for Excel. Heck head on over to the Microsoft Office web site and see the tutorials for Excel.

However, if you don't want to do it yourself, you can always pay someone to do it. Since this is for a 100 campus organtization, there's gotta be someone there who knows Excel. Pay them.

by colin125

Thanks CG, I assumed it would be easy also but it seems everyone on campus seem to have a year's worth of projects as it is. I can create the auto complete in the worksheet but I can't get it to work in the data form. I've checked several references so I have to assume I'm not looking under the right function. A point in the right direction would be helpful.

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