I have a research team that is working on a project based on past customer orders. I need some help in the automation of the worksheet. There are three worksheets:
1. Order Workbook: When speaking with a customer about a past order, they ask if the product was available when they attempted to order it (available column). If it was not, then did the customer backorder (order column). Finally, what was the need of the product (high/med/low column).
2. Description Workbook: This provides a description of the product, its ship location, and its weight.
3. Preso Workbook: This information is copy and pasted into word document that is used as part of an executive summary.
On the Order Workbook, if column C (order) has a ‘Yes,’ I’d like for it to be populated in the Preso Workbook based on the corresponding information in the Description Workbook. This example only has nine, but there may be around 100 at times, where 30 or 40 could have a ‘Yes’ selected.
Since I’m an extreme novice, looking for help on how to make this dream a reality.