Bank Details 2020

DATE UPDATED Name of Property Company Name Address Bank Account Bank Name Telephone No.
My Company 123 Street Name St 00000 000 000-000
My Company 2 456 Street Name St 11111 111 111-111

http://www.spreadsheet123.com/ExcelTemplates/customer-list-template.html © 2015 Spreadsheet123 LTD

http://www.spreadsheet123.com/ExcelTemplates/customer-list-template.html © 2015 Spreadsheet123 LTD
 Fax Email Payment Terms
000 000-000 john.doe@mycompany.com 30
111 111-111 marry@mycompany2.com 15

http://www.spreadsheet123.com/ExcelTemplates/customer-list-template.html © 2015 Spreadsheet123 LTD

http://www.spreadsheet123.com/ExcelTemplates/customer-list-template.html © 2015 Spreadsheet123 LTD
Instructions

Contents
● Preparation and Copying
● Adding Automation Formulas
● Creating Named Range

Preparation and Copying

Before you begin there are few steps that need to be taken prior to copying.

Open up the workbook into which you are going to paste this Customer List.

A) Add new worksheet and name it Customer List.

B) Return to the Customer LIst workbook and select entire worksheet using shortcut
(Ctrl + A) or clicking on the small arrow symbol located at the top left corner as shown on
the image below.

C) On the HOME tab in the Excel ribbon click on Copy or use a shortcut (Ctrl + C)
Move to the workbook where you are going to paste it now and click on Paste or use another
shortcut (Ctrl + V).
Some formatting may change, but this is not an issue at this time as it can be corrected at any
time.

Adding Automation Formulas

To make cells containing customer information change automatically on every change of the
customer ID and pull information from the Customer List, you will need several formulas, which
will get necessary data for specific field. There are few methods of doing this, such as using
LOOKUP function, but the easiest by far is to use INDEX and MATCH combination. We have
listed all formulas that you can copy and paste into your workbook. Just remeber to extract
them from square brackets [ ].

Name [ =INDEX(_customer_list,MATCH(J6,_id,0),2) ]
Company Name [ =INDEX(_customer_list,MATCH(J6,_id,0),3) ]
Address Line 1 [ =INDEX(_customer_list,MATCH(J6,_id,0),4) ]
City [ =INDEX(_customer_list,MATCH(J6,_id,0),5) ]
State [ =INDEX(_customer_list,MATCH(J6,_id,0),6) ]
Zip/Post Code [ =INDEX(_customer_list,MATCH(J6,_id,0),7) ]
Phone [ ="P: "&INDEX(_customer_list,MATCH(J6,_id,0),8) ]
Fax [ ="F: "&INDEX(_customer_list,MATCH(J6,_id,0),9) ]
E-Mail Address [ ="E: "&INDEX(_customer_list,MATCH(J6,_id,0),10) ]

In some case you want to combine some of the formulas together in order to display all results
in a single cell. For example, I personally like to have City, State and Zip/Post code displayed
all in the same cell, so here is how I would do this:

City, State, Zip/Post Code [ =INDEX(_customer_list,MATCH(J6,_id,0),5)&", "&

INDEX(_customer_list,MATCH(J6,_id,0),6)&", "&
INDEX(_customer_list,MATCH(J6,_id,0),7) ]

You can also specify the terms of payment (Payment Due Date), which can be automated just
as well as everything else. Assuming that you are already using Date field, for example located
in the cell J4, you can use the following formula to calculate the date in the future:

Payment Due Date [ =J4+INDEX(_customer_list,MATCH(J6,_id,0),11) ]

 NOTE: You may have to change the cell reference in the lookup_value part of the MATCH
formula to point it to the right cell which contains customer ID as shown on the image.

Creating Named Range

As you may have noticed already, all of the formulas include named ranges _customer list and
_id. So let's go ahead and create them now.

In the Excel ribbon click on the FORMULAS tab and Name Manager (see the image).

In the dialogue window that appears, click on the New button, you should be presented with
another dialog window where you have to enter name, in our case it should be _customer_list
then in the Refers to: section click on the reference icon (see the image)
Another dialogue window will appear where you have to reference the customer list by clicking
on the tab that contains your customer list and selecting all cells from A6 to K44, so it should
look similar ='Customer List'!$A$6:$K$44

Close this dialogue, click OK on the next dialogue window and you should have the named
range in the Name Manager dialogue window (see the image)
Do not close the Name Manager window just yet as we have also got to add an _id which is
also referenced in the formulas above.

The process is very similar with only one minor difference, you need to select only one column
unlike in previous step where you had to select the Customer List entirely. You should name
the range as _id and select cells A6 to A44 so the selection should look similar to ='Customer
List'!$A$6:$A$44 and the Name Manager window should look similar to the one on the image.

Drop Down Customer ID List

At last we have to add one more named range, which will be used for purpose of the drop
down list that will let you to select Customer Id. Create a named range _customer_id, just like
you did before except this time you will need to insert the following formula in the Refers to
field.

[ =OFFSET('Customer List'!$A$6,,,COUNTIF('Customer List'!$A$6:$A$10001,"?*")) ]

If you used other name to name your list rather than the Customer List, you will need to
change the references in the formula to work.
If you used other name to name your list rather than the Customer List, you will need to
change the references in the formula to work.

The last step of this process is to create the Drop Down list from which you will be selecting
desired ID. So in this example the cell that we need to have the drop down list is J6. Select the
cell then in the DATA tab of the ribbon, you need to click on the Data Validation (see the
image).

In the Data Validation window under Allow select List from the dropdown, then click on the
Source and press F3 on your keyboard. From the Paste Name dialogue window select the
_customer_id named range and click OK and OK. Now you should have a drop down list that
you can use to select desired Customer from your Customer List.
Your list should look like the one shown on the image. Note that your list is dynamic, because of
the OFFSET formula which we have used, it will expand as you enter more customers into your
Customer List.
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