Custom Form for updating data in an existing spreadsheet
 

Hello all,

I am working on a project where I have a large list of various customer
information. Each row is a customer, and the column headings include various
information such as account number, balance, type, etc. I need to have the
account managers add information on each cutomer to several newly inserted
columns, and I am hoping to do this as a form as i anticipate that they will
be overwelmed looking at the entire spreadsheet.

What I would like to do if it is possible, is create a form where the
customer name and account number are pre-filled and then the only information
that shows to be filled are the newly added columns. to make this a bit more
dificult, I would like to use data validation for some of the columns so that
I get the proper answer to be able to sort later.

also, if there is a way that the account manager could sort to only access
their accounts (account manager is a pre-filled column heading) that would be
great as well.

I know that was a lot, thanks in advance. Any help is greatly appreciated.

Custom Form for updating data in an existing spreadsheet
 

Hi,

You have two choices that come to mind - one easy one hard
1. With the data selected try the Data, Form command and see if that meets
your needs.
2. You can learn VBA and create your own custom form.

There are lost of other options to simplify the process, you might hide
columns they don't need, you might use AutoFilter to hide rows they don't
need...

If this helps, please click the Yes button

Cheers,
Shane Devenshire


"Xhawk57" wrote:

Hello all,

I am working on a project where I have a large list of various customer
information. Each row is a customer, and the column headings include various
information such as account number, balance, type, etc. I need to have the
account managers add information on each cutomer to several newly inserted
columns, and I am hoping to do this as a form as i anticipate that they will
be overwelmed looking at the entire spreadsheet.

What I would like to do if it is possible, is create a form where the
customer name and account number are pre-filled and then the only information
that shows to be filled are the newly added columns. to make this a bit more
dificult, I would like to use data validation for some of the columns so that
I get the proper answer to be able to sort later.

also, if there is a way that the account manager could sort to only access
their accounts (account manager is a pre-filled column heading) that would be
great as well.

I know that was a lot, thanks in advance. Any help is greatly appreciated.

Custom Form for updating data in an existing spreadsheet
 

Thanks for the response.

I am trying to use VBA to create the form, the part that I am not sure how
to accomplish is linking the form to a specific row. for instance, how would
I pull the name and account number into the form and then have the
information that is typed into the text boxes go to the correct cell?

I am not sure how easy that is to do, if you can't walk me thru that, would
you know of a good site that breaks down userforms for VBA?

Thanks again.

"Shane Devenshire" wrote:

Hi,

You have two choices that come to mind - one easy one hard
1. With the data selected try the Data, Form command and see if that meets
your needs.
2. You can learn VBA and create your own custom form.

There are lost of other options to simplify the process, you might hide
columns they don't need, you might use AutoFilter to hide rows they don't
need...

If this helps, please click the Yes button

Cheers,
Shane Devenshire


"Xhawk57" wrote:

Hello all,

I am working on a project where I have a large list of various customer
information. Each row is a customer, and the column headings include various
information such as account number, balance, type, etc. I need to have the
account managers add information on each cutomer to several newly inserted
columns, and I am hoping to do this as a form as i anticipate that they will
be overwelmed looking at the entire spreadsheet.

What I would like to do if it is possible, is create a form where the
customer name and account number are pre-filled and then the only information
that shows to be filled are the newly added columns. to make this a bit more
dificult, I would like to use data validation for some of the columns so that
I get the proper answer to be able to sort later.

also, if there is a way that the account manager could sort to only access
their accounts (account manager is a pre-filled column heading) that would be
great as well.

I know that was a lot, thanks in advance. Any help is greatly appreciated.