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Register - Spreadsheet Set up
I am certainly not an Excel superuser but I can work my way around ok when I
know what I am looking for. Here lies the problem. Which is the best way to set up a register for archiving tracking. I basically need it to act like a form and sub form in Access where there are standard fields to be entered for each box (box number to auto number, date of archive, date to be destroyed, archived by) and then a different number of fields for each box for the actual files that are contained within it. I don't know that best way to begin setting this up but if you could offer some ideas on which way is best, it would be great to know what to look for! Appreciate all ideas, Cheers Nic P.S. To use Access is not an option unfortunately! |
#2
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Register - Spreadsheet Set up
I can think of a couple of ways to deal with this.
BEST WAY: Use Access! (yes, I saw your P.S.) One Option: use a couple of User Forms - one to get the general information (like the main form in Access) and then a second form to gather the specifics for the 'related' records. What happens after either form is used depends on how you want things set up in the workbook. The first form could add entries to a kind of Table of Contents sheet that might provide a hyperlink to the beginning of those related records entries on a second sheet. You could also set up the entries created on the second sheet with the second form to link back to the other entry on the TOC sheet. Modified Option 1: Have the entries from first form entered starting in column A on a sheet, then all entries from second form get put under it in tree-fashion starting in column B. Then maybe a blank row to separate from the next group on the sheet. Another Option: pretty much like option 1, but without the user forms. Third Option: you make entries as in the main form and record those on a sheet (either manually or through a userform) and then entries for the specifics are entered through a userform and instead of being saved in the workbook, they would be written out to a .txt file which could be read back in when you do the equivalent of a search for all files associated with that unique number in the primary record. Remember: some things that Excel simply does not have... #1 - an auto-number feature. That has to be coded up. #2 - no SQL type function to retrieve all records on a sheet that are related to a given "key field value" - although Auto Filter can simulate that to a degree. #3 - Forms within forms to present data in an Access like fashion. Although you could probably set up separate windows to display 2 sheets at the same time, but that doesn't do you a lot of good unless you manage to link between the two in some fashion. Hopefully others will drop in and come up with some other possible options for you to consider. "Nic" wrote: I am certainly not an Excel superuser but I can work my way around ok when I know what I am looking for. Here lies the problem. Which is the best way to set up a register for archiving tracking. I basically need it to act like a form and sub form in Access where there are standard fields to be entered for each box (box number to auto number, date of archive, date to be destroyed, archived by) and then a different number of fields for each box for the actual files that are contained within it. I don't know that best way to begin setting this up but if you could offer some ideas on which way is best, it would be great to know what to look for! Appreciate all ideas, Cheers Nic P.S. To use Access is not an option unfortunately! |
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