Hello Discussion Group community. I originally put this question in the
access section but as I think about it more it seems like it would be better
fit as something in Excel.

I have an assignment to organize a set of documents. These documents are
just writing pieces, case studies, etc. on various business aspects. I've
been instructed to come up with some way of organizing them and figured the
best way would be like so.

Categorize the documents based on business function like accounting or
marketing and gradually the documents would get more specific based on
certain criteria until reaching the article appropriate for what the person
needs.

For example, sales and marketing would have a few criteria which would then
have a few criteria which would then be a list of a couple articles that met
the criteria.

It would be simple and would look like a pyramid scheme where 1 tells 2 and
each of them tells 2, etc.

Now my question is how would this be done in Excel? It seems simple in
theory but I am having a hard time picturing it.

Thank you for reading my question. Any advice or help would be greatly
appreciated.

Thanks!

This looks to be a great tool for my problem, thanks Chuck!

"CLR" wrote:

I think I would start by using Jim Cone's nifty Add-in called ListFiles.
It's available at http://www.realezsites.com/bus/primitivesoftware/

It will interrogate a directory and list all of the files therein on an
Excel sheet, providing a link and certain information such as filesize, etc
for each entry. From there, you can continue with additional columns out to
the right to include whatever attributes you wish to categorize and further
describe the contents of the files. Then, Data Filter AutoFilter could
be used to identify specific files meeting certain criteria. The link would
then provide immediate access to the file.

hth
Vaya con Dios,
Chuck, CABGx3






"Longtime listener first time caller" wrote:

Hello Discussion Group community. I originally put this question in the
access section but as I think about it more it seems like it would be better
fit as something in Excel.

I have an assignment to organize a set of documents. These documents are
just writing pieces, case studies, etc. on various business aspects. I've
been instructed to come up with some way of organizing them and figured the
best way would be like so.

Categorize the documents based on business function like accounting or
marketing and gradually the documents would get more specific based on
certain criteria until reaching the article appropriate for what the person
needs.

For example, sales and marketing would have a few criteria which would then
have a few criteria which would then be a list of a couple articles that met
the criteria.

It would be simple and would look like a pyramid scheme where 1 tells 2 and
each of them tells 2, etc.

Now my question is how would this be done in Excel? It seems simple in
theory but I am having a hard time picturing it.

Thank you for reading my question. Any advice or help would be greatly
appreciated.

Thanks!

I think I would start by using Jim Cone's nifty Add-in called ListFiles.
It's available at http://www.realezsites.com/bus/primitivesoftware/

It will interrogate a directory and list all of the files therein on an
Excel sheet, providing a link and certain information such as filesize, etc
for each entry. From there, you can continue with additional columns out to
the right to include whatever attributes you wish to categorize and further
describe the contents of the files. Then, Data Filter AutoFilter could
be used to identify specific files meeting certain criteria. The link would
then provide immediate access to the file.

hth
Vaya con Dios,
Chuck, CABGx3






"Longtime listener first time caller" wrote:

Hello Discussion Group community. I originally put this question in the
access section but as I think about it more it seems like it would be better
fit as something in Excel.

I have an assignment to organize a set of documents. These documents are
just writing pieces, case studies, etc. on various business aspects. I've
been instructed to come up with some way of organizing them and figured the
best way would be like so.

Categorize the documents based on business function like accounting or
marketing and gradually the documents would get more specific based on
certain criteria until reaching the article appropriate for what the person
needs.

For example, sales and marketing would have a few criteria which would then
have a few criteria which would then be a list of a couple articles that met
the criteria.

It would be simple and would look like a pyramid scheme where 1 tells 2 and
each of them tells 2, etc.

Now my question is how would this be done in Excel? It seems simple in
theory but I am having a hard time picturing it.

Thank you for reading my question. Any advice or help would be greatly
appreciated.

Thanks!