Excel Form Data Lookup

Job ID: 40272908

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.