Using numbers as a database for invoices

I used a template provided in numbers for creating invoices. It would be great if I could integrate this form with a chart on a separate sheet to track bills, such as the use of forms in a database. The model includes a section of text for customer information and the project I want to replace it with a table that will fill my follow-up table using invoice as an entry in the form number to post a link to information client and project automatically.

I was not able to determine if this is possible in number and if so, how. I was hoping that I could write a formula that takes the value of a cell in my form to identify the line of my follow-up table containing the relevant data. Does anyone know if this or something like this is possible? If so, how do you go?

In fact, I solved my problem. Is it appropriate for me to answer my own question, or do I delete the post? It sounds like it could be useful to someone else then I'll go and deliver the solution.

This is done using the VLOOKUP function. It took me a while to get by, but VLOOKUP looks in a column for a value, and then returns the value of a specified column of the row that has the search for value. I wish I could say that more clearly, but the following example should help:

On my scorecard of Bill, I created a table that has column headers 'Invoice number', 'Customer', 'Address', 'Date', 'Title' etc. In my form, I created a table to display information for a specific billing. The number of the invoice was a cell in the table. I then used the following formula for the cell I want to display the name of the customer:

= VLOOKUP(B8, Invoice Log::Table 1::A1:M10, 2)

B8 is the table cell where I type the number of the invoice. "Invoice Log" is the name of the sheet that contains the table with the data of the customer. 'Table 1' is the name of the table on the "Invoice Log" sheet with the customer data. A1:M10 is the entire table. 2 is the second column of the table that is the table that contains the name of the customer.

The VLOOKUP formula in the first column of the table of Bill for one journal line which corresponds to the value of research - in this case, the invoice number, I concluded B8 of the table in the form. Then, it returns the value in the column that I nominated in the expression of the column to return.

For every extra bit of data I wanted to display in the form that I just had to change the number of column to match the column that contains the data. It works beautifully. There may be a more elegant solution, but I'm pretty proud of myself to understand this one. This will make the creation of new bills much easier.

Tags: iWork

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