Create a Multi-Quote Summary Table in Excel

Creating a multi-quote table in an Excel (form) output is even easier than creating a multi-quote table in word. Using the same example from Creating a multi-quote table in Word section, it’s a three-step process (and the first two steps might already be done if there is already a multi-quote summary table Word output).

• Create variables for the site description and total sell price on the Base Info tab called &MultiSiteDescription& and &MultiSiteSell&.
• Add the variables to the Multi-quote variable table, along with a Target Range for each variable
  

Create a table of cells with an Excel form file (in the Forms folder) with:

• First row containing the titles of the column, for instance Site Description and Total Sell.
• A second row (of unprotected cells) containing the named ranges listed in the Target Range column from the Multi Quote Variables table.
• Highlight the first cell of the second row and type MSDescription in Excel’s Name Box
  • Click Enter
  • Highlight the second cell of the second row and type MSSell in Excel’s Name Box
  • Click Enter
• Insert enough unprotected rows below the second row to accommodate the maximum number of quote files that the users might need to consolidate. Make sure to unprotect the cells so that SDA is able to insert the data.
• Save the Excel form file in the Forms folder with an XLT file extension.

Return to Multi-Quote Variables Section