Fill Form in spreadsheet based on variable data in separate spreadsheet

Hi.  I've done a lot of Access work but am not very familiar with Excel beyond the basics and forget about Excel programming.  I have a user that imports data into a spreadsheet each month and then creates a summarized pivot table, complete with some calculations, within the same workbook.  He then manually types this summarized data into a 3rd party form, which can then be sent out externally.  
For various reasons we can't cut out all of the steps in this process but I thought it might be possbile to create a form in excel that we could force to auto populate based on the data in the pivot table.  I need a separate form for each summarized record.  
Any other ideas on how to handle, within Excel would be appreciated but here's my idea and I need to know it's possible and how to do it:   I created the form within the same workbook for now, though I may separate if easier.  If a user activates (on-click) a specific cell (CustomerName) then fill the appropriate form fields with the data related to that record.  Each record consists of 7 columns and two rows and this will not change but the number of records could change month to month.  I'm pretty sure I could pull this off in Access but some of the calcs I need to do are more easily achieved with Excel.  Is this possible?  Would I be better off using a database?  Any input would be great...  thanks
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