You did a great job with this. I'm working on building a cost estimating template myself. Not quite as detailed as this but with some of the same issues. I have a master unit price list for various task. I want to build a cost estimate template using a pulldown menu to select tasks which would then pull the standard description and unit pricing into my estimate. I'd prefer not to use a VLOOKUP formula for pulling in the unit price because I want to have the ability to override the unit price where needed due to anticipated increased/decreased productivity. Could you point me in the right direction on how to achieve this?
Hello, @aggiebq86t. Thanks for your question. Without using a function, you'd need to get VBA involved. I'm assuming when you say "pulldown", you're referring to a drop-down set up through Data Validation that appears on multiple rows? (i.e., there would be a drop-down in each row for this selection?). If I'm on-track so far, in VBA, you can use the Worksheet_Change event to trap the value that was selected in the drop-down (along with the cell address, etc.). Have that process load a small userform with the selected item's values in it, and allow the user to override the default unit price (or keep the default). The value(s) selected in the form would then populate the cells adjacent to the selected value. Off the top of my head, that's the direction I would take. Frankly, I've been moving more complex builds from Excel into Access as a *lot* of functionality for various selection types, value overrides, userform flexibility, etc. is much better and "baked in". Done correctly, the user would hardly know they're working in Access. My two cents.
@@cdtcsllc Yes, I meant the drop-down function. I think this is the route to go. Then I could also modify the description if needed to more accurately describe the task or material along with adjusting the unit price if needed. How would I be able to enter a "One Off" code for something that isn't in the master price list dropdown menu? It wouldn't have to add the one off item to the master price list, just give me the ability to input a description and unit pricing for an item into my estimate.
Hi, Samuel. Feel free to reach out via craigt@cdtservices.com, or, this video is actually part of my Upwork freelancing profile, and you can find me there (on Upwork) at www.upwork.com/freelancers/cdtcsllc . Happy to chat with you.
You did a great job with this. I'm working on building a cost estimating template myself. Not quite as detailed as this but with some of the same issues. I have a master unit price list for various task. I want to build a cost estimate template using a pulldown menu to select tasks which would then pull the standard description and unit pricing into my estimate. I'd prefer not to use a VLOOKUP formula for pulling in the unit price because I want to have the ability to override the unit price where needed due to anticipated increased/decreased productivity. Could you point me in the right direction on how to achieve this?
Hello, @aggiebq86t. Thanks for your question. Without using a function, you'd need to get VBA involved. I'm assuming when you say "pulldown", you're referring to a drop-down set up through Data Validation that appears on multiple rows? (i.e., there would be a drop-down in each row for this selection?). If I'm on-track so far, in VBA, you can use the Worksheet_Change event to trap the value that was selected in the drop-down (along with the cell address, etc.). Have that process load a small userform with the selected item's values in it, and allow the user to override the default unit price (or keep the default). The value(s) selected in the form would then populate the cells adjacent to the selected value. Off the top of my head, that's the direction I would take.
Frankly, I've been moving more complex builds from Excel into Access as a *lot* of functionality for various selection types, value overrides, userform flexibility, etc. is much better and "baked in". Done correctly, the user would hardly know they're working in Access. My two cents.
@@cdtcsllc Yes, I meant the drop-down function. I think this is the route to go. Then I could also modify the description if needed to more accurately describe the task or material along with adjusting the unit price if needed.
How would I be able to enter a "One Off" code for something that isn't in the master price list dropdown menu? It wouldn't have to add the one off item to the master price list, just give me the ability to input a description and unit pricing for an item into my estimate.
PLEASE LETS CONNECT, NEED MORE DETAILS
Hi, Samuel. Feel free to reach out via craigt@cdtservices.com, or, this video is actually part of my Upwork freelancing profile, and you can find me there (on Upwork) at www.upwork.com/freelancers/cdtcsllc . Happy to chat with you.