Excel Form Data Lookup
Budget: £10 – £30 GBP
I have an Excel workbook stored on OneDrive that needs a small yet useful enhancement—a form inside the file that can look up a project in our online database and instantly return both customer and project details. When a match is found, the form should auto-populate the relevant cells; when no match exists, every field must remain editable so I can type the information in myself from scratch.
The workbook is already on OneDrive, so please design the solution to run smoothly there, whether you choose built-in Excel Forms, a bit of VBA, Power Query, or a lightweight Office Script—whichever you feel is most reliable for cloud use. Key fields will include project ID, customer name, address, phone, project description, and status. All lookups reference our SQL-based database via its standard connection string, which I will provide.
Deliverables
• A working form embedded in the same workbook
• Connection setup to the database and tested lookup logic for customer & project details
• Clear instructions so I can adjust the connection string or add fields later
I consider this a quick, focused task, so concise, well-commented code and a short hand-off call or document to show me how it works will be perfect.
The workbook is already on OneDrive, so please design the solution to run smoothly there, whether you choose built-in Excel Forms, a bit of VBA, Power Query, or a lightweight Office Script—whichever you feel is most reliable for cloud use. Key fields will include project ID, customer name, address, phone, project description, and status. All lookups reference our SQL-based database via its standard connection string, which I will provide.
Deliverables
• A working form embedded in the same workbook
• Connection setup to the database and tested lookup logic for customer & project details
• Clear instructions so I can adjust the connection string or add fields later
I consider this a quick, focused task, so concise, well-commented code and a short hand-off call or document to show me how it works will be perfect.
Related categories:
Visual Basic
Excel
SQL
Cloud Computing
Microsoft Access
Microsoft Office
Data Integration
Database Management