DH Templates

Can I hyperlink to a new workbook in Excel 2007 and run a macro that carries data from the original workbook?

I have an excel database that contains customer information, addresses, phone numbers, products purchased, prices, taxes, etc. Each row has a different customer entry. I would like to create a hyperlink on each line that creates an invoice for that particular transaction. I have an invoice template already set up that uses vlookup to reference the original document, but that requires me to open the invoice template and manually input the reference number for vlookup to fill in the rest of the data. I want the hyperlink to automatically pull in the customer number (used for vlookup reference) and pop it in to the cell where i am currently manually inputting it. Is there a way to create a hyperlink that runs a macro that carries the info from the hyperlink's respective row? I have very little knowledge of VB code, so I'd like to avoid that unless absolutely necessary. And if it must be done in VB, please walk me through it! Thanks! the reason i have two separate files is for the sake of file size/complexity. the invoice file is actually linked to several other sheets in the same workbook, and the database file has quite a lot of data in it. I keep them separate just to keep the files easier to load.

Public Comments

  1. It seems that your customer database and invoice templates are two different workbooks. If so, I don't understand how that facilitates the creation of invoices. It would seem to me that it would be easier to incorporate the customer database and invoice template into the same workbook. Then, you could easily use one worksheet for your invoice template, create a named range list of customer numbers and use that for your data validation list in your invoice. That would trigger your VLookups to complete the other fields. Everything would be contained in one workbook. Instead of clicking a hyperlink in a second workbook, you would just click on the drop down menu in one workbook.
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