I have spent hours using the help files for a project I am working on.  However, since I am so new to excel, I don’t know how to phrase my questions so I can use help files.  I am trying to create a template I can use for a source with my mail merge documents.  In addition to the standard name, address etc., I want the ability to customize with making selections from drop downs.  I also want to use some of the info I select in a different source.  I have been able to figure out how to add drop downs as well as replicate entries so I can use elsewhere…  but I am trying to take it one step further and have no idea how to ask the questions!  I don’t mind doing the work and figuring out “how” by using the help files, but I don’t know the right term/function/feature names to find the process in help.  I don’t know if that makes any sense!  I am including a dummy version of what I want to do and what questions I need help phrasing so I can find the answers.  ANY GUIDANCE IS EXTREMELY APPRECIATED!  I just need to figure out how to attach my sample excel doc so this makes sense.  :

learning excel.xlsx

​I have spent hours using the help files for a project I am working on.  However, since I am so new to excel, I don’t know how to phrase my questions so I can use help files.  I am trying to create a template I can use for a source with my mail merge documents.  In addition to the standard name, address etc., I want the ability to customize with making selections from drop downs.  I also want to use some of the info I select in a different source.  I have been able to figure out how to add drop downs as well as replicate entries so I can use elsewhere…  but I am trying to take it one step further and have no idea how to ask the questions!  I don’t mind doing the work and figuring out “how” by using the help files, but I don’t know the right term/function/feature names to find the process in help.  I don’t know if that makes any sense!  I am including a dummy version of what I want to do and what questions I need help phrasing so I can find the answers.  ANY GUIDANCE IS EXTREMELY APPRECIATED!  I just need to figure out how to attach my sample excel doc so this makes sense.  :learning excel.xlsx  Read More

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