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- %CO:A,23,72%My reference and date:
- ncs.pln
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- Your reference and date:
- PipeLine
- For attention of:
- Mr Gerald Fitton
-
- Norwich Comp. Services
- 18 Mile End Road
- NORWICH
- NR4 7QY
- -------
-
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- Dear Mr Fitton
-
- %JR%In response to your appeal for applications on p.38 of this month's Archive, I will explain how
- %JL%I have set up PipeDream 3 to load automatically the details above left, as soon as I enter my
- reference in slot A2.
-
- %JR%As an accountant I want a folder (named with 3 or 4 initials) for each client, containing copies
- %JL%of all outgoing correspondence, accounts and schedules. Letters often need to contain
- %JR%mini-spreadsheets, which is why I chose PipeDream. The 10-character filename for each
- %JL%outgoing letter is a 3-character addressee code (eg: CLI for the client, TAX for Inland
- %JR%Revenue, BNK for the client's bank, etc) followed by the date in text format (6 or 7
- characters). My ref. is only 7-8 characters: <ClientCode>.<AddresseeCode>
-
- %JR%There are 3 special files in the Clients directory, in addition to the sub-directories for each
- %JL%client: they are called Letter, Where and Who. The first of these contains my letterhead
- %JR%(locked against the inevitable failure to rename before saving a letter) complete with my
- %JL%signature block and some reference slots, which read the appropriate data from the other two
- %JR%files constituting the database. It is essential that all data in those is held in Text format -- no
- numeric slots even for numeric data.
-
- %JR%Using relational principles, each data item is recorded once only, although (for example) I
- %JL%need to write to the same tax office about several different clients. So the columns in Where
- %JR%are: addressee (organisation or person, listed alphabetically as key field), phone number
- %JL%(including STD code), and 4 address-line fields (the last containing, if not otherwise used, a
- row of dashes the same length as the postcode before it).
-
- %JR%The other file Who contains my reference (alphabetical key), the addressee (exactly as in
- %JL%Where file) and contact name (a row of dashes if irrelevant). Since the database files are
- %JR%always in memory -- I use a 440! -- it's handy to look up phone numbers in this file, so the
- %JL%next column repeats it from the Who file with the formula in D2:
- %JR%vlookup(B2,[Where]A$1A$<nnn>,1) which is replicated down from D2 to the bottom of
- %JL%column D; <nnn> is the last line number in Where. This field shows the message Lookup if
- %JR%it can't find the addressee, or a zero if it finds the addressee but no phone number. The last
- %JL%two columns give the contact name's extension number or direct-dial number, and the
- addressee's reference for this client.
-
- %JR%Now for the magic bit: what goes in the lookup slots in the Letter file? Note first the use of
- %JL%the $ character in the formula shown above, to fix the range of rows in Where over which the
- %JR%addressee will be looked up. You don't have to fix column A as well, because all the lookup
- %JL%slots are in column D. The same is true of the lookups in the Letter file, which are all in
- %JR%column A (but must be individually edited anyway). The 1 at the end of the formula is the
- %JL%lookup offset: slot D2 takes its data from 1 column to the right of A in Where, i.e. column B
- where the phone numbers are.
-
- %JR%The column layout in the Letter file is a wide-ish column A (because lookups are numeric
- %JL%slots which can't overlap following columns) followed by a few narrower columns for
- %JR%spreadsheets within letters. The only disadvantage to this is that indentations within column
- %JL%A must be done manually with the space bar: in a spreadsheet you almost always want text in
- %JR%the first column, which can be right-aligned if desired. The right margins of all columns are
- %JL%in the position appropriate for a page of text, and the normal option settings saved in Letter
- include Text, Row, Wrap, Insert on Return and Grid.
-
- %JR%The following are the contents of slots in columns A and B (999 to be replaced by the last line
- %JL%number in the relevant file). My own address block is contained in one of the columns over
- towards the right, starting on the top line, with my phone number below it.
-
- %R%A1
- %R%A2
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- %R%A4
- %R%A5
- %R%A6
- %R%A7
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- %R%A9
- %R%A10
- %R%A11
- %R%A12
- %R%A13
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- %R%A17
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- %JR%When you load Letter, this must also load Who and Where as supporting documents. A2 is
- %JL%empty, B2 shows today's date, A5 A7 and A9 show Lookup, and A10 to A13 zeroes. Type a
- %JR%valid reference in A2, and because Insert on Return is set, move out with the Tab key (or the
- %JL%Adjust button) to B2, to avoid splitting the line. All the lookup data appears immediately, and
- %JR%must first be "snapshotted" to provide a true copy at a later date when some of the data may
- %JL%have changed. Mark the date slot B2 as one corner of a block, enter the date of the letter
- %JR%you're replying to in B5, double-click on A13 to mark the block, issue the Snapshot command
- (Control-BSS) and finally press Shift-F3 to clear the block markers.
-
- %JR%Now just click Select to the right of Dear -- and carry on typing. After printing the letter,
- %JL%fold back just below Dear Whatsit, and the contact name and address will be visible in a
- %JR%standard window envelope. Don't forget to rename the file before saving (giving the full
- %JL%reference as explained above: Client-code.Addressee-codeDate), and reloading Letter for the
- next one.
-
- Yours sincerely
-
- _____________________
- Keith Matthews
- %CO:B,9,49%
- %V%%R%9.4.90
-
-
- Vol.3 #7
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- My reference and date:
- (left blank)
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- Your reference and date:
- vlookup(A$2,[Who]A$1A$999,5)
- For attention of:
- %L%vlookup(A$2,[Who]A$1A$999,2)
-
- %L%vlookup(A$2,[Who]A$1A$999,1)
- %L%vlookup(A$9,[Where]A$1A$999,2)
- %L%vlookup(A$9,[Where]A$1A$999,3)
- %L%vlookup(A$9,[Where]A$1A$999,4)
- %L%vlookup(A$9,[Where]A$1A$999,5)
-
- Dear
- %CO:C,9,40%%CO:D,9,31%
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- B2 date
- %CO:E,9,22%
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- (followed by one space)
- %CO:F,9,13%
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- B5 (left blank)
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- (addressee)
- (4-line address
- starting in
- column C of
- Where file)
- %CO:G,4,4%