Thread: Excel Database
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Kooster Kooster is offline
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Default Excel Database

This really is a database application, so set Excel up to "roll-up" the data
into an unused portion of the worksheet (use the DATA functions) based on
your criterion. Then, do your calcs there. You could produce a graph, too.
You could use Data Form for the data entry to speed the process and prevent
errors.

You can learn MS-Access quickly for this application (no complex tables and
relationships). If I were you, I would get a book, or run a tutorial (Help,
or MS-Office Web site).

Your existing application - In place of future orders, can you enter
quotes or estimates (like in job costing)? You could manage the future orders
there, then convert them to an order at the time of sale.

P.
--
Overcome Sales Barriers
http://salesbarriers.typepad.com/


"JeremyH1982" wrote:

Well; I've decided to do this in excel; Only because I am more familiar w/
excel than access.

Is there an easy way to illustrate the percentages each state has bought
according to pairs?

"JeremyH1982" wrote:

Well Our company software does; Although, we only want to track future orders
that won't be entered into the company software, only because it can't really
keep track of what is future and what is at once orders.

So that is why we don't do that now, or your right, we would have that
ability.

But trying to save money, this is what you get, extra work when it shouldn't
be needed.

"Kooster" wrote:

Once you do this, chances are the data analysis will change, i.e., he'll want
more detail, better refinement, or new fields.

You would be better off in MS-Access. Take the time to plan the database,
the tables, and the data "normalization". You will be glad you did.

Plus, Access will have better reporting capability.

Question? It surprises me that these sales are not being entered somewhere
else, and that application should be capable of making these "reports". If
so, you can either put a 'hook' into that database with Excel, or a
third-party report writer, to get this done. This would eliminate the
requirement for Excel or Access. You can do the extraction of the data to
MS-Access, too.

P.
--
Overcome Sales Barriers
http://salesbarriers.typepad.com/


"JeremyH1982" wrote:

I was approached today by one of the VP's of the company I work for. He would
like to be able to enter information and then have the information sent to
where it needs to go.

For Example:

One person would enter

Salesman; Company Sold To; State; Pairs sold.

So Column A would be the salesman;
Column B would be the Company Sold To
Column C would be the State the company sold to is in
Column D would be the Amount of Pairs sold to the company.

Then after all that information is entered; He wants to be able to see the
percentage of the salesman's sales, in a given state.

So let's have it sort by the state; The salesman is assigned 6 states. I can
sort by the state, that's not a problem. I am just wondering if this would be
easiest in Excel or another program, access or something.

And If I do it in excel; I'm not very familiar w/ macro's. So if you may be
able to point me somewhere for Macro Knowledge; it would be appreciative.

Thank you.